E-Delivery

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What is electronic delivery (E-Delivery)?
Who may take advantage of E-Delivery and how do I enroll?
What are the benefits of E-Delivery?
Which Artisan documents are available through E-Delivery?
What computer hardware or software is needed to participate in E-Delivery?
When will I begin to receive documents electronically?
When can I expect E-Delivery notifications from Artisan?
May I receive both paper and electronic documents?
Is Artisan discontinuing paper documents?
Can I save and or print the online documents?
Will I need to enroll again as other documents become available through E-Delivery?
How do I know if my enrollment for E-Delivery was successful?
Is E-Delivery enrollment secure and confidential?
How can I update my email address or cancel E-Delivery?
Both my spouse and I have individually registered accounts with Artisan. If I enroll in E-Delivery will I eliminate paper documents for all of our accounts?
What happens if I do not receive any email notifications?


Q.  What is electronic delivery (E-Delivery)?
A. E-Delivery is a free service for shareholders who prefer the convenience of viewing Artisan documents online and avoiding receiving these paper documents in the mail. Shareholders who enroll in E-Delivery receive an email containing a link to a document as it becomes available.


   
Q.  Who may take advantage of E-Delivery and how do I enroll?
A. E-Delivery is available to shareholders who purchase shares directly from Artisan Funds. Shareholders who purchase Artisan shares through a brokerage firm should contact the firm in which the shares are held to determine if E-Delivery is available.

To enroll, direct shareholders will need to enter and verify their Social Security Number/TIN and email address in the enrollment section of the website. All accounts associated with the Social Security Number/TIN that is entered will automatically be enrolled for E-Delivery.


   
Q.  What are the benefits of E-Delivery?
A. Fast Delivery: E-Delivery documents generally arrive sooner because they avoid postal delivery delays of paper documents.

Less Mail: E-Delivery reduces the number of paper documents and envelopes in your mailbox.

Convenience: E-Delivery offers shareholders the convenience of viewing the electronic documents online, saving for personal use or printing for reading and filing purposes.


   
Q.  Which Artisan documents are available through E-Delivery?
A. The following documents will be available electronically, including, but not limited to: prospectuses, prospectus supplements, annual/semi-annual reports, privacy statements, special announcements and quarterly reports. Account statements and tax forms are not available for E-Delivery at this point in time.


   
Q.  What computer hardware or software is needed to participate in E- Delivery?
A. To take advantage of E-Delivery, a shareholder needs:
  • A computer with Internet capabilities and a web browser (i.e. Microsoft's Internet Explorer).
  • An email account.
  • Adobe Acrobat Reader software to view the document. A free copy is available by clicking here.


   
Q.  When will I begin to receive documents electronically?
A. After enrollment, E-Delivery will be active within a few days. Please note that Artisan mailings occur at the end of each quarter and a few additional times throughout the year. Depending on when you enroll for E-Delivery, you may not receive an email notification from Artisan right away.


   
Q.  When can I expect E-Delivery notifications from Artisan?
A. Annual and semi-annual reports generally are available by the end of May and November, respectively, of each year.

Quarterly updates for each Artisan Fund generally are available a few weeks after each quarter end.

The Funds' prospectus generally is available in January of each year. Shareholders enrolled in E-Delivery will also be notified if any prospectus supplement becomes available.


   
Q.  May I receive both paper and electronic documents?
A. If you enroll to receive documents electronically, you will not receive paper documents in the mail. If you would like a paper copy of the document, you may print a copy directly from the email notification that is sent, order a copy through www.artisanfunds.com, or call 800.344.1770 and request that a paper copy be mailed to you.

Shareholders who want to continue to receive paper documents do not need to take any action. Paper documents will continue to be mailed as they have in the past. Shareholders are not required to enroll for E-Delivery.


   
Q.  Is Artisan discontinuing paper documents?
A. E-Delivery is offered as a convenience to shareholders who enroll for the service. Shareholders who wish to continue to receive paper documents will receive them.


   
Q.  Can I save and or print the online documents?
A. Yes. Documents sent via E-Delivery may be saved or printed at the shareholder's convenience. Also, online documents offer shareholders the flexibility to print the entire document or only the pages they want. All online documents sent from Artisan will be available in PDF format.


   
Q.  Will I need to enroll again as other documents become available through E-Delivery?
A. You need to enroll only once for E-Delivery. With your initial enrollment you will automatically receive all documents that become available through E-Delivery.


   
Q.  How do I know if my enrollment for E-Delivery was successful?
A. A confirmation email will be sent to the email address provided during enrollment. If you do not receive a confirmation email, please attempt to enroll again or contact an Artisan customer service representative at 800.344.1770.


   
Q.  Is E-Delivery enrollment secure and confidential?
A. The enrollment page employs industry standard security, 128-bit encryption. All personal information provided to Artisan is confidential. Your personal information that is gathered for E-Delivery enrollment is used only to service your account. For more details please see Artisan's privacy policy.


   
Q.  How can I update my email address or cancel E-Delivery?
A. To update your email address or cancel E-Delivery, enter the E-Delivery section on artisanfunds.com. To update your email address, Click on Update Email, enter and verify your Social Security Number/TIN and new email address.

To cancel your E-Delivery enrollment, select Cancel E-Delivery, enter and verify your Social Security Number/TIN and email address. Shareholders who cancel E-Delivery will begin to receive paper documents.


   
Q.  Both my spouse and I have individually registered accounts with Artisan. If I enroll in E-Delivery, will I eliminate paper documents for all of our accounts?
A. E-Delivery enrollment is based on each shareholder's Social Security Number or Tax Identification Number (SSN/TIN). When a shareholder enrolls, only the accounts tied to that SSN/TIN benefit from E-Delivery. A separate enrollment must be made for any additional SSN/TINs in the same household. If several members of a household enroll in E-Delivery with different email addresses, each will receive E-Delivery notification. We are unable to consolidate all the E-Delivery requests in a household and send one E-Delivery notification.


   
Q.  What happens if I do not receive any email notifications?
A. If an email that Artisan sends to a shareholder is rejected, we will make periodic attempts over the course of the next three days to resend the email. After three days, the shareholder's E-Delivery enrollment will be discontinued. The shareholder will be notified by regular mail that he or she must reactivate E-Delivery by returning to the website and updating his or her information. If the shareholder does not update his or her information, regular mail delivery of paper documents will begin with the next Artisan mailing.


   
 
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