Transcription of Investment Disclosure Statement - itppv.com
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Investment Disclosure Statement - itppv.com
Effective date October 2, 2015 You veGot ThisFlorida 529 Savings plan Program Description and Participation Agreement1 Important notes to investors: Carefully consider the Investment objectives, risks, charges, and expenses before investing in the Florida 529 Savings plan . Please read this Program Description and Participation Agreement carefully. As with any Investment , it is possible to lose money by investing in this plan . The value of your Florida 529 Savings Account may fluctuate and it is possible for the value of your Account to be less than the amount you invested. Before investing in a 529 plan , you should consider whether the state in which you or your designated Beneficiary reside or have taxable income has a 529 plan that offers favorable state income tax, or other benefits such as financial aid, scholarship funds, and protection from creditors, that are available only if you invest in that state s 529 plan .
establish investment policies for the Program. The Board establishes a Comprehensive Investment Plan (CIP) and investment guidelines describing the goals, strategies, asset allocation, and performance benchmarks for the Program. In addition, the Board appoints an executive director responsible for day -to-day operations. An annual
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