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Please consider the investment objectives, risks, charges and expenses carefully before investing in the Future Scholar 529 College Savings Plan. Contact your financial advisor or Columbia for a Program Description, which contains this and other important information. Read it carefully before investing. You should also consider, before investing, whether the investor’s or designated beneficiary’s home state offers any state tax or other benefits that are only available for investments in such state’s qualified tuition program. Columbia Management Distributors, Inc., distributor and underwriter.
The Direct Plan is sold directly by the Program and is limited to a specific group of investors, as described in the Program Description. You may also participate in the Advisor Plan, which is sold exclusively through financial advisors. The Advisor Plan offers additional investment choices, but the fees and expenses are higher. Please contact your financial advisor for additional information on the Advisor Plan.
Columbia Management Group, LLC (Columbia Management) is the investment management division of Bank of America Corporation. Columbia Management entities furnish investment management services and products for institutional and individual investors. The Future Scholar 529 College Savings Plan and Columbia Funds are distributed by Columbia Management Distributors, Inc., member FINRA and SIPC. Columbia Management Distributors, Inc., is part of Columbia Management and an affiliate of Bank of America Corporation.
The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program, and has selected Columbia Management Distributors, Inc. as Program Manager. Columbia Management Distributors, Inc., certain affiliates and its parent company are responsible for providing certain administrative, recordkeeping and investment services and for the marketing of the Program. Neither Columbia Management nor Columbia Management Distributors, Inc. is affiliated with the State Treasurer or Upromise, Inc. |