FIIS F oundations. February 7, 2005. Overview of FIIS FIIS Departments Smithfield Highlights FIISnet Q & A. Agenda. Fidelity Investments Institutional Services Company, Inc. (FIIS) We distribute Fidelity products, programs and services through a variety of financial institutions
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February 7, 2005
*Headcount and financial data as of 9/30/04
Fidelity Advisor World Funds
Fidelity Destiny Plans
Fidelity Institutional Money Market Funds
Fidelity Variable Insurance Products (VIP) PortfoliosWhat do we sell?ProductsFIIS offers a wide range of investment products specifically for investment professionals.
Fidelity Advisor Charitable Gift Fund (ACGF)
Fidelity Advisor 529 Plan
Retirement Income ServicesWhat do we sell?Programs
Fidelity’s Advisor-delivered 401(k) serves companies with 10-1,500 participants with more than 100 investment options across all styles, and includes:
Premium Service Program
Premium 100 Service Program
Fidelity Advisor Traditional, Roth, and Rollover IRAs
Fidelity Advisor SEP and Simple IRAs
What do we sell?Retirement
Client Home Office
Client Home Office
FIIS Sales Strategy
Marketing & Product
Responsible for providing sales and relationship management support to institutional clients and prospects. Fidelity products, programs and services are distributed through the client firm’s sales force to investment professionals.
Responsible for providing sales and relationship management support to advisor broker/dealer clients and prospects. Fidelity products, programs and services are distributed through FIIS' sales force to investment professionals.
Responsible for providing marketing strategy and support to IDG, ADG and Retirement channels. Create and distribute marketing collateral designed to help meet our sales goals.
Supports the FIIS business by providing transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc. (FIIOC), as well as intermediary support and relationship management for FIIS clients.
Technology’s mission is to deliver timely solutions to our business partners through the innovative application and development of cost-effective technologies.
Finance has oversight responsibility for all financial functions within FIIS.
Risk Management provides an integrated framework of risk management practices, standards, controls and support services in order to advance FIIS' business objectives.
The Management Effectiveness team
works with FIIS managers to:
Volunteer Opportunities-Robin Smith
Les Concierges-Martha CoxIn Case You Haven’t Heard