To help you retain and grow new client relationships, we provide a number of opportunities for you to leverage the Schwab brand and take advantage of our considerable industry contacts. Our support can include:

• Lead development.
  As our relationship grows, you can take advantage of access to our outstanding online lead development system that draws from our national network of Schwab Investor Centers and provides you with qualified leads and referrals to help you grow your business.
• Marketing support.
  We offer you the opportunity to present your clients with co-branded marketing materials that display our combined strength. And as our relationship grows, you can take advantage of services such as participation in finals presentations and enhanced service from Schwab Client Relationship Managers.
• Revenue-sharing opportunities.
  Schwab's long association with fund companies has led to a competitive revenue-sharing program you may be able to take advantage of to help offset plan expenses. And in keeping with our commitment to full disclosure, quarterly revenue-sharing payments are accompanied by a detailed breakdown of the total payment by plan and by fund.