Series 51: Municipal Fund Ads That Identify A Specific Product

Taken from our Series 51 Online Guide

Municipal Fund Ads that Identify a Specific Product

If a specific product is identified in the advertisement, the advertisement must include:

  • The place where the official statement can be found
  • For 529 plans, a disclosure that encourages investors to check with their home state about tax or other benefits from their own state 529 plan
  • » Example disclosure statement:

To learn about State A 529 plan, its in

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