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BOSTON, January 14, 2004—National Financial, a Fidelity Investments company, today announced it will be strengthening its StreetscapeSM technology platform through a series of enhancements to its existing browser-based broker workstation, including usability improvements, expanded order management and trading, and enhanced risk management capabilities. National Financial also announced that it will be launching a desktop-based workstation later this year. The desktop version will allow broker/dealers to manage large amounts of data while maintaining a high level of performance. Additionally, the system's open architecture workstation will offer broker/dealers the ability to integrate their preferred desktop applications, such as market data and contact management packages. “Sales is not a linear process. How an investment representative moves through the process is unique and depends on a variety of factors, including the needs of the end customer,” said Norman Malo, president, National Financial. “The evolution of Streetscape offers broker/dealers access to an open technology platform designed to meet their specific business process orientation, while empowering true sales force automation and creating greater efficiencies.” Browser-based Workstation Among the major enhancements to its browser-based workstation, National Financial will be reengineering the website's navigation to be more intuitive and streamline the sales process from client reporting to order management. For example, the workstation will include 10 primary categories, including trading, reporting and market data and research, allowing users to find information more quickly and reduce the number of steps needed to complete common tasks. National Financial also will add new functionality to its browser-based workstation, including:
In addition, National Financial will also be making enhancements to Streetscape's online service and operations features, including cashiering and transfer of assets (TOA). These enhancements will help broker/dealers facilitate more straight through processing by migrating traditional back-office tasks to the front-end. This workstation may be more appropriate for broker/dealers seeking portability, as it can be accessed from virtually anywhere via the Internet. Desktop-based Workstation Available in late 2004, National Financial's desktop-based workstation will allow broker/dealers and their representatives to customize their workspaces to meet their unique business needs. Additionally, it will support multiple workspaces and simultaneous functions usage. For example, if an investment representative is entering data for a new account and is interrupted by another customer request, the representative can easily maintain the current information, navigate to a new workspace to handle the new request, and then return to the original task. This workstation may be more appropriate for broker/dealers seeking higher-end market data and trading capabilities, as well as more control and customization of their workspaces and data. “Technology continues to play an increasingly important role in helping broker/dealers more effectively serve clients and drive business growth,” said Malo. "The introduction of a desktop-based workstation will take our Streetscape platform to a new level of flexibility by allowing broker/dealers to select a workstation that meets their specific information needs.” Introduced in 2001, Streetscape is National Financial's online brokerage technology platform. It is designed to help broker/dealers more effectively manage and grow their business by providing a single point of access to market data, news and third-party research. It integrates trading and service functionality with investor account balance and position data, and is a resource for business development solutions. About National Financial National Financial provides broker/dealers, ranging from institutional and full-service firms to independent contractors, banks and discount brokers, with clearing and execution products and integrated productivity tools to help enhance firm profitability, drive business growth and forge deeper customer relationships. National Financial also offers an online brokerage platform, compliance support, middle-office outsourcing, consolidated record keeping tools, fee-based solutions, and retirement and high-net-worth products, all supported by dedicated client service professionals. The company currently provides clearing services to more than 300 financial institutions representing nearly 3.4 million client accounts and approximately $320 billion in assets, as of November 30, 2003. For more information about National Financial, please visit www.nationalfinancial.com. About Fidelity Investments Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $1.7 trillion, including managed assets of $954.3 billion as of November 30, 2003. Fidelity offers investment management, retirement planning, brokerage, human resources and benefits outsourcing services to 18 million individuals and institutions as well as through 5,500 financial intermediaries. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, one of the largest mutual fund supermarkets and a leading online brokerage firm. For more information about Fidelity Investments, visit www.fidelity.com.National Financial Services LLC, Member NYSE, SIPC. National Financial Services LLC, Member NYSE, SIPC
Notice of Business Continuity Plans 
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