| Relationships | Role | Relationship Start | Relationship End |
| Bofa Global Capital Management Group, Llc | Parent | 3/1/2002 | 10/30/2002 |
| Fleet National Bank | Parent | 3/1/2000 | 2/28/2002 |
| Fleet National Bank | Parent | 12/10/1997 | 2/29/2000 |
| Crown Point Trust Company | Subsidary | 12/10/1997 | 10/30/2002 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Columbia Management Advisors, Inc. | Buyer | Discontinued | 10/31/2002 |