Statement & Account AgreementProgram Disclosure Statement & Account Agreement • June 18th, 2018 • Alabama
This Program Disclosure Statement, together with the Account Agreement, the investment portfolios, the fund performance information, Statement of Investment Policy, and the Investment Portfolios and Allocation Guidelines, all of which can be found on the CollegeCounts 529 Advisor-Guided 529 Fund’s (the “Plan”) website, have been identified by the Program as the Offering Material (as defined in the College Savings Plans Network Disclosure Principles, Statement No. 6, adopted July 1, 2017) and are intended to provide substantive disclosure of the terms and conditions of an investment in the Plan. This Program Disclosure Statement contains important information you should review before opening an Account in the Plan, including information about the benefits and risks of investing. Please read it carefully and save it for future reference. Interests in the Plan have not been registered with the U.S. Securities and Exchange Commission (the “SEC”), nor with any state securities commission. N
