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Disclosures

Important Considerations

For more information about a specific plan within CollegeInvest’s 529 program, obtain a Plan Disclosure Statement on this website under OUR SAVINGS PLANS. Investment objectives, risks, costs, and other important information are included in these documents; read and consider them carefully before investing. Also, check with your or your beneficiary’s home state to learn whether it offers state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors for investing in its own qualified tuition plan.

Investments are not guaranteed by CollegeInvest, the State of Colorado, it’s agencies, the Vanguard Group, Inc., Ascensus Broker Dealer Services, Inc., QS Investors LLC, Legg Mason Investor Services LLC, or FirstBank and may lose value including the principal amount invested.

Smart Choice College Savings Plans are not insured by CollegeInvest, the State of Colorado, or its agencies. However, these funds are FDIC-insured in accordance with the current FDIC coverage limits. The guarantee of the Stable Value Plus Plan is the obligation of Brighthouse Financial, and only to the extent of the Funding Agreement.

CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. Ascensus Broker Dealer Services, Inc. and Ascensus College Savings Recordkeeping Services, LLC serve as the Plan Manager for the CollegeInvest Direct Portfolio Plan. The Vanguard Group, Inc. also serves as the Plan Manager and Investment Manager for the Direct Portfolio Plan. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the CollegeInvest Scholars Choice Program, and together they serve as the Plan Manager. FirstBank serves as the Plan Manager for the CollegeInvest Smart Choice Plan. Brighthouse Life Insurance Company serves as the Investment Manager for the CollegeInvest Stable Value Plus Plan.

CollegeInvest and the CollegeInvest logo are registered trademarks. CollegeInvest Direct Portfolio College Savings Plan, Scholars Choice, and Smart Choice are registered service mark of CollegeInvest.