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Supplement dated December 29, 2017, to CollegeAccess 529
Plan Disclosure Statement and Participation Agreement for
Investors Using a Financial Advisor
(Classes A, B, C, SDA and SDC)
Dated July 11,
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Who needs plan disclosure statement and?
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Individuals or entities required by law to disclose their investment plans
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What is plan disclosure statement?
It is a document that provides detailed information about a specific financial plan.
Who is required to file plan disclosure statement?
Anyone who has a financial plan or is following a financial plan is required to file a plan disclosure statement.
How to fill out plan disclosure statement?
To fill out a plan disclosure statement, you must provide information about the financial goals, investment strategies, and performance of the plan.
What is the purpose of plan disclosure statement?
The purpose of plan disclosure statement is to provide transparency and accountability in financial planning.
What information must be reported on plan disclosure statement?
Information such as financial goals, investment strategies, performance data, and fees must be reported on plan disclosure statement.
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