Access important information concerning your privacy.
Business Continuity Plan
Review company policy and procedures to be used in case of emergency or significant business disruption.
Annual Review of Management Fees
The Disinterested Trustees of the funds managed by Waddell & Reed annually evaluate the reasonableness of the management fees charged by the funds.
View the results of recent shareholder proxy voting on issues affecting company and fund operations.
SEC-Required Report on Routing of Customer Orders
Access reports pursuant to U.S. Securities and Exchange Commission Rule 606 that requires all brokerage firms to make publicly available quarterly reports on their order routing practices.