Definitive Materials Filed by Investment Companies. (497)
16 Novembro 2012 - 7:41PM
Edgar (US Regulatory)
SUPPLEMENT DATED NOVEMBER 16, 2012
FIRST INVESTORS EQUITY FUNDS STATEMENT OF ADDITIONAL INFORMATION
DATED JANUARY 31, 2012
A.
|
The information below is added to the Independent Trustees’ table in Part-I on page I-4 under the heading “
MANAGEMENT OF THE FUNDS
”:
|
INDEPENDENT TRUSTEES
|
Name and Date of
Birth
|
Position(s) held with Funds
covered by
this SAI and Length
of Service*
|
Principal Occupation(s)
During Past 5 Years
|
Number of
Portfolios
in Fund
Complex
Overseen
**
|
Other
Trusteeships/
Directorships
Held During
Past Five
Years
|
Susan E. Artmann
4/13/54
|
Trustee since 11/1/2012
|
Executive Vice President and Chief Financial Officer of HSBC Insurance North America since 2012; Executive Vice President and President (2008-2011) and Chief Financial Officer (2000-2008) of HSBC Taxpayer Financial Services.
|
37
|
None
|
Mary J. Barneby
7/28/52
|
Trustee since 11/1/2012
|
Chief Executive Officer, Girl Scouts of Connecticut, since October 2012; Executive Director of UBS Financial Services, Inc. and Head of Stamford Private Wealth Office (2002-2012).
|
37
|
None
|
* Each Trustee serves for an indefinite term until his or her successor is elected and duly qualified, or until his or her death, resignation or removal as provided in the Trust’s organizational documents or by statute.
** As of the date of this Supplement, the First Investors Family of Funds consisted of 4 registered investment companies with 37 series funds.
B.
|
The information below is added to the Independent Trustees’ table in Part-I on page I-7 under the heading “
MANAGEMENT OF THE FUNDS
”:
|
INDEPENDENT TRUSTEES
|
Trustee
|
Funds covered by this SAI
|
Dollar Range of
Ownership of Funds
covered by this SAI
|
Aggregate Dollar Range of
Equity Securities – all
Registered Investment
Companies overseen by
Trustee in First Investors
Family of Funds
|
Susan E. Artmann*
|
None
|
None
|
None
|
Mary J. Barneby*
|
None
|
None
|
None
|
* As of November 9, 2012.
C.
|
The information below is added to the Trustees’ table in Part-I on page I-8 under the heading “Compensation of Trustees”:
|
Trustee
|
Aggregate Compensation From Equity Funds
|
Total Compensation from First Investors Family of Funds Paid to Trustees
|
Susan E. Artmann*
|
$0
|
$0
|
Mary J. Barneby*
|
$0
|
$0
|
* Ms. Artmann and Ms. Barneby did not receive any compensation from the Funds for the fiscal year ended September 30, 2012, since they were appointed as Trustees on November 1, 2012.
D.
|
The information below is added in Part-II at the bottom of Page II-28 under the heading “
RESPONSIBILITIES OF THE BOARD OF THE FUNDS
”:
|
Susan E. Artmann
. Ms. Artmann was appointed as a Trustee of all the Funds in the fund complex effective November 1, 2012. She has over 25 years of executive and business experience in the consumer financial industry. She is currently the Chief Financial Officer and Executive Vice President at HSBC Insurance North America and, prior to that, was Executive Vice President and President (2008-2011) and Chief Financial Officer (2000-2008) of HSBC Taxpayer Financial Services. Prior to joining HSBC in 1985, Ms. Artmann was an auditor for Coopers & Lybrand.
Mary J. Barneby
. Ms. Barneby was appointed as a Trustee of all the Funds in the fund complex effective November 1, 2012. She has over 35 years of experience in the consumer financial services and wealth management industries. Ms. Barneby is currently the Chief Executive Officer of Girl Scouts of Connecticut, a position she has held since October 2012. Prior to that, Ms. Barneby was an Executive Director of UBS Financial Services, Inc. Ms. Barneby is on the Board of Governors, University of New Haven.
* * * * *
Please retain this Supplement for future reference.
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