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Settlement Update: Effective February 19, 2008 all check processing has been completed and the Fund Administrator will be unable to issue further check payments. For general settlement related questions, please call the Fund Administrator toll free at 1-800-261-0282 and leave a message. We will return your call promptly. Welcome to the Banc One Investment Advisors Settlement WebsiteThis informational website has been created to assist shareholders in their understanding of the Banc One Investment Advisors Settlement with the Securities and Exchange Commission, Administrative Proceeding File No. 3-11530, dated June 29, 2004. Pages have been created for each of the following categories: Description of the Settlement This page provides a brief history of the events leading up to the settlement payment to shareholders as well as an overview of the settlement agreement. Links & Related Documents This page contains links to various documents issued by the Securities and Exchange Commission and other sources that can assist shareholders in their understanding of the settlement. F.A.Q. (Frequently Asked Questions) This page provides a series of responses to the most Frequently Asked Questions regarding the settlement, including links to additional information. Tax Information This page contains the link to the "Statement to Eligible Investors" (SEI), which may assist shareholders and their tax advisors in determining tax responsibilities related to the settlement. NRA Information This page provides a description of NRAs (Non-IRA Retirement Accounts) as well as a series of responses to the most frequently asked questions regarding NRAs. Contact Information This page provides contact information for the Administrator of the Distribution Plan, the Independent Distribution Consultant and JP Morgan.
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| Home | Description of the Settlement | Links & Related Documents | Frequently Asked Questions | Tax Information | Contact Information |