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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.
The Advisor 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 Advisor Plan, and the fees and expenses are lower. Please refer to the Program Description for more information.
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. are affiliated with the State Treasurer or Upromise, Inc. |