For more information about HI529-Hawaii's College Savings Program ("HI529"), call 1-866-529-3343 or visit www.hi529.comto obtain aPlan Disclosure Statement. Investment objectives, risks, charges, expenses, and other important information are included in the Plan Disclosure Statement; read and consider it carefully before investing. Ascensus Broker Dealer Services, Inc. ("ABD"), is the Distributor of HI529.
Please Note: Before investing in any 529 plan, you should consider whether your or the beneficiary's home state offers a 529 plan that provides its taxpayers with favorable state tax and other benefits that are only available through investment in the home state's 529 plan. You also should consult your financial, tax, or other adviser to learn more about how state-based benefits (or any limitations) would apply to your specific circumstances. You also may wish to contact directly your home state's 529 plan(s), or any other 529 plan, to learn more about those plans' features, benefits and limitations. Keep in mind that state-based benefits should be one of many appropriately weighted factors to be considered when making an investment decision.
The State of Hawaii's College Savings Program Trust Fund (the "Trust") is a trust created by the State of Hawai'i. HI529 is administered by the Director of Finance of the Department of Budget and Finance on behalf of the State of Hawai'i. ABD, the Program Manager, and its affiliates have overall responsibility for the day-to-day operations, including recordkeeping and administrative servicing agent. The Vanguard Group, Inc. serves as Investment Manager for the Plan. When you invest in HI529, you are purchasing units issued by the Trust. Units are municipal securities and the value of the units will vary with market conditions. HI529's portfolios are municipal securities that will vary with market conditions.
Investment returns are not guaranteed, and you could lose money by investing in HI529. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.
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Not FDIC-Insured. No Bank, State or Federal Guarantee. May Lose Value.