Common use of MFS College Savings Plan Clause in Contracts

MFS College Savings Plan. MFD has entered into a Program Management Agreement with the Oregon Qualified Tuition Savings Board to serve as Program Manager for the MFS 529 Savings Plan (the “MFS 529 Plan”). The MFS 529 Plan has been established under a declaration of trust pursuant to Sections 348.841 to 348.873 of the Oregon Revised Statutes, as amended, and operates as a qualified tuition program pursuant to Section 529 of the Internal Revenue Code of 1986, as amended (the “Code”). MFD is authorized under the Program Management Agreement to distribute trust interests (the “Interests”) in the MFS 529 Plan. Class 529A, class 529B, and class 529C shares of certain MFS Funds may serve as underlying investments for all or some of the assets of the MFS 529 Plan (the “Investment Funds”). MFD offers to make available Interests in the MFS 529 Plan for sale by you to your customers, and such Interests held by each of your customers shall constitute an account (an “Account”) in the MFS 529 Plan. Interests are offered pursuant to the terms of, and effected in accordance with, the then-current program description, disclosure statement, participant agreement, or other offering document (which incorporate the prospectuses of the Investment Funds by reference), including any supplements or amendments thereto, of the MFS 529 Plan (the “Disclosure Statement”). The Disclosure Statement shall constitute an “official statement” within the meaning of Rule 15c2-12 under the Securities Exchange Act of 1934, as amended (the “1934 Act”) and the rules of the Municipal Securities Rulemaking Board (the “MSRB”). To the extent that the Disclosure Statement contains provisions that are inconsistent with the terms of this Supplement, the terms of the Disclosure Statement shall be controlling. In all transactions covered by this Supplement you shall act only as agent for your customers and in no transaction shall you have authority to act as agent for the MFS 529 Plan, MFD, or any representative agent thereof, except as specified hereunder.

MFS College Savings Plan. MFD has entered into a Program Management Agreement an agreement with the Oregon Qualified Tuition Savings Board to serve as Program Manager distributor for the MFS 529 Savings Plan (the “MFS 529 Plan”). The MFS 529 Plan has been established under a declaration of trust pursuant to Sections 348.841 178.300 to 348.873 178.360 of the Oregon Revised Statutes, as amended, and operates as a qualified tuition program pursuant to Section 529 of the Internal Revenue Code of 1986, as amended (the “Code”). MFD is authorized under the Program Management Agreement aforementioned agreement to distribute trust interests (the “Interests”) in the MFS 529 Plan. Class 529A, class 529B, and class 529C shares of certain MFS Funds may serve as underlying investments for all or some of the assets investment options of the MFS 529 Plan (the “Investment Funds”). MFD offers to make available Interests in the MFS 529 Plan for sale by you to your customers, and such Interests held by each of your customers shall constitute an account (an “Account”) in the MFS 529 Plan. Interests are offered pursuant to the terms of, and effected in accordance with, the then-current program description, disclosure statement, participant agreement, or other offering document (which may incorporate the prospectuses of the Investment Funds by reference), including any supplements or amendments thereto, of the MFS 529 Plan (the “Disclosure Statement”). The Disclosure Statement shall constitute an “official statement” within the meaning of Rule 15c2-12 under the Securities Exchange Act of 1934, as amended (the “1934 Act”) and the rules of the Municipal Securities Rulemaking Board (the “MSRB”). To the extent that the Disclosure Statement contains provisions that are inconsistent with the terms of this Supplement, the terms of the Disclosure Statement shall be controlling. In all transactions covered by this Supplement you shall act only as agent for your customers and in no transaction shall you have authority to act as agent for the MFS 529 Plan, MFD, or any representative agent thereof, except as specified hereunder.

MFS College Savings Plan. MFD has entered into a Program Management Agreement with the Oregon Qualified Tuition Savings Board to serve as Program Manager for the MFS 529 Savings Plan (the “MFS 529 Plan”). The MFS 529 Plan has been established under a declaration of trust pursuant to Sections 348.841 to 348.873 of the Oregon Revised Statutes, as amended, and operates as a qualified tuition program pursuant to Section 529 of the Internal Revenue Code of 1986, as amended (the “Code”). MFD is authorized under the Program Management Agreement to distribute trust interests (the “Interests”) in the MFS 529 Plan. Class 529A, class 529B, 529B and class 529C shares of certain MFS Funds may serve as underlying investments for all or some of the assets of the MFS 529 Plan (the “Investment Funds”). MFD offers to make available Interests in the MFS 529 Plan for sale by you to your customers, and such Interests held by each of your customers shall constitute an account (an “Account”) in the MFS 529 Plan. Interests are offered pursuant to the terms of, and effected in accordance with, the then-current program description, disclosure statement, participant agreement, agreement or other offering document (which incorporate the prospectuses of the Investment Funds by reference), including any supplements or amendments thereto, of the MFS 529 Plan (the “Disclosure Statement”). The Disclosure Statement shall constitute an “official statement” within the meaning of Rule 15c2-12 under the Securities Exchange Act of 1934, as amended (the “1934 Act”) and the rules of the Municipal Securities Rulemaking Board (the “MSRB”). To the extent that the Disclosure Statement contains provisions that are inconsistent with the terms of this Supplement, the terms of the Disclosure Statement shall be controlling. In all transactions covered by this Supplement you shall act only as agent for your customers and in no transaction shall you have authority to act as agent for the MFS 529 Plan, MFD, or any representative agent thereof, except as specified hereunder.

MFS College Savings Plan. MFD has entered into a Program Management Agreement with the Oregon Qualified Tuition Savings Board to serve as Program Manager for the MFS 529 Savings Plan (the “"MFS 529 Plan”"). The MFS 529 Plan has been established under a declaration of trust pursuant to Sections 348.841 to 348.873 of the Oregon Revised Statutes, as amended, and operates as a qualified tuition program pursuant to Section 529 of the Internal Revenue Code of 1986, as amended (the “"Code”"). MFD is authorized under the Program Management Agreement to distribute trust interests (the “"Interests”") in the MFS 529 Plan. Class 529A, class 529B, 529B and class 529C shares of certain MFS Funds may serve as underlying investments for all or some of the assets of the MFS 529 Plan (the “"Investment Funds”"). MFD offers to make available Interests in the MFS 529 Plan for sale by you to your customers, and such Interests held by each of your customers shall constitute an account (an “"Account”") in the MFS 529 Plan. Interests are offered pursuant to the terms of, and effected in accordance with, the then-current program description, disclosure statement, participant agreement, agreement or other offering document (which incorporate the prospectuses of the Investment Funds by reference), including any supplements or amendments thereto, of the MFS 529 Plan (the “"Disclosure Statement”"). The Disclosure Statement shall constitute an “"official statement” " within the meaning of Rule 15c2-12 under of the Securities Exchange Act of 1934, as amended (the “"1934 Act”") and the rules of the The Municipal Securities Rulemaking Board (the “"MSRB”"). To the extent that the Disclosure Statement contains provisions that are inconsistent with the terms of this Supplement, the terms of the Disclosure Statement shall be controlling. In all transactions covered by this Supplement you shall act only as agent for your customers and in no transaction shall you have authority to act as agent for the MFS 529 Plan, MFD, or any representative agent thereof, except as specified hereunder.