Protecting your privacy is a top priority
We realize that our ability to offer superior products and services depends on the personal and financial information we collect from you. We value your business and are committed to maintaining your trust. That is why we have made your privacy a top priority.
The information we have and where we get it
We collect information about you from a variety of sources, including:
We do not solicit personal or financial information from minors without written parental consent, nor do we knowingly market products and services to minors.
How we use this information
Information collected by the Program may be shared with Columbia Management as part of the ordinary course of providing financial products and services to you, for product development purposes, and as otherwise required or permitted by law. We do not share customer personal information collected through the Program for any marketing solicitations of Columbia Management products or services outside of the Program.
To assist in our business dealings with you, we may also share this information with companies (other than Columbia Management) that perform services, including marketing services, on our behalf (such as vendors that package and mail our investor statements and marketing research firms that enhance our ability to market our products and services). We do not share your information with nonaffiliated third parties for marketing purposes. Thus, the information you provide to us will not result in unwanted solicitations from third-party marketers.
Finally, we may share this information with other entities outside of the Columbia Management for purposes required or permitted by applicable law, including among others:
Security of personal financial information
We restrict access to information about you to those employees we determine need to know that information to provide products and services to you. We maintain physical, electronic and procedural safeguards to protect this information.
Future Scholar 529 College Savings
P.O. Box 8081
Boston, MA 02266-8081
We also will comply with more restrictive state laws to the extent they apply.
© 2014 South Carolina Office of State Treasurer
Please consider the investment objectives, risks, charges and expenses carefully before investing. Contact your financial advisor or visit columbiamanagement.com for a Program Description, which contains this and other important information about the Future Scholar 529 College Savings Plan. 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 Investment Distributors, Inc., member FINRA, is the distributor and underwriter for 529 plans available through Columbia Management. The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc. (Columbia Management) as Program Manager. Columbia Management and its affiliates are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.