Future Scholar 529 College Savings Plan — sponsored by the State of South Carolina.
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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 Management 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 Investment Distributors, Inc., distributor and underwriter.
Tax treatment varies by state. For residents of states other than South Carolina: Favorable state tax treatment for investing in a Section 529 college savings plan may be limited to investments in a Section 529 college savings plan offered by your home state. You should consult with your tax advisor about any state or local taxes before making any tax-related decisions. The tax information set forth in this presentation is general in nature and does not constitute tax advice on the part of Columbia Management Investment Distributors, Inc., its affiliates, or the South Carolina Office of State Treasurer.
The Adviser Plan is sold exclusively through financial advisors, while the Direct Plan is sold directly by the Program. Participation in the Direct Plan is limited to a select group of investors, as described in the Program Description. The Direct Plan offers a more limited selection of investment choices than the Adviser Plan, and the fees and expenses are lower. Please refer to the Program Description for more information.
The Future Scholar 529 College Savings Plan and Columbia Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA.
The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program, and has selected Columbia Management Investment Distributors, Inc as Program Manager. Columbia Management Investment Distributors, Inc, and its affiliates including, Columbia Management Investment Advisers, LLC, 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.
© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.
On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.