| Relationships | Role | Relationship Start | Relationship End |
| Franklin Resources, Inc. | Parent | 6/30/2007 | 3/31/2009 |
| Franklin Resources, Inc. | Parent | 4/10/2001 | 6/29/2007 |
| Templeton Funds Annuity Company | Subsidary | 4/10/2001 | 4/1/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Fs Capital Group | Buyer | Discontinued | 4/1/2009 |