| Relationships | Role | Relationship Start | Relationship End |
| Bny Separate Account Services, Inc. | Parent | 6/30/2007 | 5/16/2010 |
| Bny Separate Account Services, Inc. | Parent | 10/1/2002 | 6/29/2007 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Lockwood Advisors, Inc. | Buyer | Discontinued | 5/17/2010 |