Effective 23 March 2012, the Wanger US Smaller Companies UCITS Fund and the Wanger European Smaller Companies UCITS Fund, managed by Columbia Wanger Asset Management, LLC, began trading as sub-funds on the MontLake UCITS Platform plc following the merger of the Wanger Investment Company into the MontLake structure.
For more information about the funds, please visit http://www.montlakeucits.com.
Columbia Management Entities and Important Disclosures
Entities and service groups
Columbia Management is part of Ameriprise Financial, Inc. For more information on Ameriprise Financial Corporate Entities and Important Disclosures, including information about business continuity planning, please click (here)
Open-End Mutual Funds
Columbia Funds and Columbia Acorn Funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA. Columbia Funds are managed by Columbia Management Investment Advisers, LLC and Columbia Acorn Funds are managed by Columbia Wanger Asset Management, LLC, a subsidiary of Columbia Management Investment Advisers, LLC. Columbia Marsico funds are subadvised by Marsico Capital Management. Marsico is not affiliated with Columbia Management. Columbia Management Investment Services Corp. is the transfer agent for the Funds.
Columbia Seligman Premium Technology Growth Fund and Tri-Continental Corporation are managed by Columbia Management Investment Advisers, LLC.
Columbia variable funds are managed by Columbia Management Investment Advisers, LLC. Columbia Wanger funds are managed by Columbia Wanger Asset Management, LLC. Columbia and Columbia Wanger variable funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA.
South Carolina: Columbia Management Investment Distributors, Inc., member FINRA, is the distributor and underwriter for 529 plans available through Columbia Management. The Office of State Treasurer of South Carolina (the State Treasurer) administers the Program, and has selected Columbia Management Investment Distributors, Inc. (CMID) as Program Manager. CMID and its affiliates, including Columbia Management Investment Advisers, LLC, are responsible for providing certain administrative, recordkeeping and investment services, and for the marketing of the Program. Columbia Management is not affiliated with the State Treasurer.
Other affiliated entities
Ameriprise Trust Company, a Minnesota-chartered trust company, serves as trustee and offers investment management and related services to collective funds and institutional separate accounts. Columbia Management Investment Advisers, LLC and other affiliates of Ameriprise Trust Company provide investment advice to certain of these accounts in a subadvisory capacity. These companies are part of Ameriprise Financial, Inc.
Threadneedle International Limited is an FSA- and an SEC-registered investment adviser, and an affiliate of Columbia Management Investment Advisers, LLC, based in the U.K.
Other important disclosures
This website is designed for residents of the United States only, and should not be considered a solicitation to buy or an offer to sell any securities or other financial products and services in any other jurisdictions. Investment services and products of Columbia Management Investment Advisers, LLC and affiliated entities are not available in those jurisdictions where they are not authorized or permitted by local law to promote or sell the services and products. Products and services mentioned on this site may not be available in all states.
The information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Views expressed on this site are as of the date given, may change as market or other conditions change, and may differ from views expressed by other Columbia Management Investment Advisers, LLC (CMIA) associates or affiliates. Actual investments or investment decisions made by CMIA and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances. Investment decisions should always be made based on an investor's specific financial needs, objectives, goals, time horizon, and risk tolerance. Asset classes described may not be suitable for all investors. Past performance does not guarantee future results and no forecast should be considered a guarantee either. Since economic and market conditions change frequently, there can be no assurance that the trends described here will continue or that any forecasts are accurate. Columbia Management Investment Advisers, LLC and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. See Rules, Regulations and Disclaimers for more information on the rules and regulations that apply to visitors of this site.