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Fidelity Investments Institutional Services Company, Inc. (FIIS)
Fact Sheet
OVERVIEW
Established in 1979, Fidelity Investments Institutional Services Company, Inc. (FIIS) distributes Fidelity products and programs through a variety of financial institutions, including banks, insurance companies, broker/dealers, pension fund administrators, financial planners, independent trust companies, as well as law firms and corporations. The company is responsible for approximately $151 billion in assets under management.
PRODUCTS
Fidelity Advisor Funds®
Fidelity Advisor Funds is a family of 56 load mutual funds that are offered to investors exclusively through financial advisors. These funds present a complete offering of mutual funds with investment objectives to meet investor needs, ranging from growth to income to international and sector investing.
Fidelity Variable Insurance Products (VIP) Funds
FIIS' Variable Insurance Product (VIP) Funds is a family of 21 portfolios that are offered exclusively to insurance companies as underlying investment options for inclusion within their variable annuity or variable life products.
Fidelity Institutional Money Market Funds
Fidelity Institutional Money Market (FIMM) Funds are available to FIIS' institutional and corporate clients. FIIS offers 6 FIMM Funds to meet a wide range of short-term cash management objectives.
Fidelity Destiny Plans
The DestinySM Plans, offered exclusively through financial advisors, are long-term systematic investment plans that allow investors to accumulate wealth by making regular monthly investments, for as little as $50, for minimum periods of 10 or 15 years. The Destiny Plans invest in one of two mutual funds, Fidelity Destiny Portfolios: Destiny I and Destiny II.
Offshore Products
FIIS offers a family of Bermuda-based funds offered exclusively through intermediaries, such as banks and broker/dealers with operations in Latin America, to investors who are neither U.S. citizens nor U.S. residents.
PROGRAMS
FIIS is committed to providing advisors with the tools and resources needed to help them differentiate themselves in the marketplace, effectively grow their business and serve their clients. These programs include:
Advisor Retirement Connection®
Through the Advisor Retirement Connection, FIIS offers product and sales information on a variety of individual and group retirement programs, including 401(k), Rollover IRA, 403(b), SEP IRA, and SIMPLE IRA.
AdvisorXpress®
AdvisorXpress is a password-protected Web site designed exclusively for financial advisors. It offers account access, trading, up-to-date product information, daily fund pricing, literature (download or order), online tools, fund manager commentary and a sales support system.
Fidelity Advisor 529 Plan
Sold exclusively through advisors, the Advisor College Investing Plan is a 529 college savings plan available to families nationwide. The plan is offered by the State of New Hampshire and is managed by Fidelity Investments. It offers a variety of convenient features including payroll deduction and 11 individual fund portfolios.
AdvisorXchangeSM
An innovative web-based program that enables financial services firms to import up-to-date content from AdvisorXpress to use on their own web sites.
ASSETS AS OF MARCH 31, 2003 $150.9 billion
FIIS ORGANIZATION
President Joseph LoRusso
For more complete information on Fidelity Advisor Funds, including fees and expenses, please call or write your investment professional for a free prospectus. Read it carefully before you invest or send money.
Fidelity Advisor Funds are available through financial advisors. Fidelity Investments and Fidelity Advisor Funds are registered trademarks of FMR LLC.
 
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