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Future Scholar Form of Privacy Policy Notice

Privacy Policy Notice
This Privacy Policy Notice discloses the privacy policies of the Future Scholar 529 College Savings Plan (the “Program”). The Office of State Treasurer of South Carolina administers the Program, and has selected Columbia Management Investment Advisers, LLC and Columbia Management Investment Distributors, Inc (collectively, “Columbia Management”) to serve as “Program Manager”. Columbia Management is responsible for providing overall program management services, including investment management, records administration and customer services, and for the marketing of the Program.

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:

  • Information we receive from you on applications or other forms, such as your name, address and phone number; your social security number; and other household information
  • Information about your other transactions with us, our affiliates or others, such as your account balances and transactions history

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:

  • To respond to a subpoena or court order, judicial process or regulatory inquiry;
  • To report suspicious transactions to government agencies and law enforcement officials;
  • To protect against fraud;
  • To provide products and services with the consent or the direction of a customer; or
  • In connection with the proposed or actual sale or merger of all or a portion of a business or operating unit.

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.

If you have any questions or concerns about this Privacy Policy Notice, please write us at:

Future Scholar 529 College Savings
P.O. Box 8081
Boston, MA 02266-8081

Former customers
If, for whatever reason, our customer relationship with you ends, we will preserve your information as necessary to comply with applicable laws. The measures we take to protect the privacy of customer information, as described in this Privacy Policy Notice, will continue to apply to you.

We also will comply with more restrictive state laws to the extent they apply.

We reserve the right to change this Privacy Policy Notice, and any of the policies described herein, at any time. The examples contained in this Privacy Policy Notice are illustrations; they are not intended to be exclusive.

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