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17-Aug-2017 09:53

Reduce mailing costs, sign up for e-delivery today. You can access your account information from our secure website by clicking on the Shareholder Login link, you can view and manage the following: View Plan Documents Virtus Investment Partners, Inc.

became an independent, publicly traded asset management company listed on the NASDAQ Global Market under the symbol “VRTS” upon completion of its spin-off from The Phoenix Companies, Inc. We are a distinctive partnership of boutique investment managers singularly committed to the long-term success of individual and institutional investors.

Registered shareholders receive dividends, proxies and other communications directly from the corporation via the transfer agent or the corporation directly.

What are "street name shares" or "beneficial shares"?

If you owned fewer than 20 shares of PNX common stock as of the record date, you will receive a check for cash in lieu of Virtus stock.

Phoenix is not issuing fractional shares of Virtus stock, so you will receive a check for cash in lieu of fractional shares of Virtus stock.

We have built our business with a commitment to thoughtfully providing investment solutions and adhering to the highest standards of product quality, operational excellence and fiduciary responsibility.

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For example: Mary Jones Tr U/A dtd 4/15/98 The Mary Jones Trust FBO Mary Jones. A: Shareholders of Phoenix’s common stock as of December 22, 2008, which was the record date for the distribution, received shares of Virtus common stock on the distribution dates, December 31, 2008.Securities held in a brokerage account, and registered in the name of the broker or other institution, are referred to as being in "street name" or "beneficial shares." If you keep your stock with your broker in a broker account, you are a "street name" holder and are not directly registered on the company's records as maintained by the transfer agent.