Common Contracts
2 similar Participation Agreement contracts
California 529A Qualified ABLE Program Disclosure Statement and Participation AgreementParticipation Agreement • May 5th, 2020 • California
This Program Disclosure Statement (including the Participation Agreement contained herein) contains important information to be considered before making a decision to contribute to the California 529A Qualified ABLE Program (“CalABLE”), including information about terms and conditions, risks, and fees and expenses. It should be read thoroughly and retained for future reference. No one is authorized to provide information that is different from the information in this Program Disclosure Statement or any supplement or amendment hereto. Account Owners should periodically assess and, if appropriate, adjust their investment choices with their time horizon, risk tolerance and investment objectives in mind.
California 529A Qualified ABLE Program Disclosure Statement and Participation AgreementParticipation Agreement • December 3rd, 2018 • California
This Program Disclosure Statement (including the Participation Agreement contained herein) contains important information to be considered before making a decision to contribute to the California 529A Qualified ABLE Program (“CalABLE”), including information about terms and conditions, risks, and fees and expenses. It should be read thoroughly and retained for future reference. No one is authorized to provide information that is different from the information in this Program Disclosure Statement or any supplement or amendment hereto. Account Owners should periodically assess and, if appropriate, adjust their investment choices with their time horizon, risk tolerance and investment objectives in mind.
