| Relationships | Role | Relationship Start | Relationship End |
| Keybank National Association | Parent | 3/20/1996 | 6/12/2002 |
| Keycorp Insurance Agency Usa Inc. | Subsidary | 3/20/1996 | 4/30/1999 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Keycorp Asset Management Holdings, Inc. | Seller | Discontinued | 3/2/1998 | ||
| American Advisers, Inc. | Seller | Discontinued | 3/2/1998 |