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For use in China - Qualified Investors only
This website is intended only for accredited, expert and institutional investors and is not intended for the use of or distribution to the public in China or elsewhere.
The contents of this website have not been reviewed by the CSRC. No action has been taken in China to permit the distribution of the content of this website. Neither Aegon Asset Management nor any of its affiliates are licensed by the CSRC.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
For use in Hong Kong - Professional Investors only
This website is intended only for Professional Investors as defined under the Securities and Futures Ordinance (Cap 571) of Hong Kong and the Securities and Futures (Professional Investor) Rules (Cap 571D) and is not intended for the use of or distribution to the public in Hong Kong.
Aegon Asset Management (Asia) Limited is regulated by the Securities and Futures Commission of Hong Kong. However, the contents of this website have not been reviewed by the SFC. No action has been taken in Hong Kong to permit the distribution of the content of this website.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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金融商品取引業者 関東財務局長(金商)第3009号
加入協会 一般社団法人日本投資顧問業協会
エイゴン アセットマネジメント パンヨーロップ ビーブイ (日本支店)
〒100-0013
東京都千代田区霞が関3-3-2
新霞が関ビルディング20階
代表:03-6628-5700
For use in Korea – Professional Investors only
This website is intended only for Qualified Professional Investors and is not intended for the use by, or distribution to, the public in Korea. The contents of this website have not been reviewed by any regulator.
Aegon Asset Management US is registered in Korea as a CB-DIM. However, Aegon Asset Management US may delegate management of certain strategies to the unregistered Aegon Asset Management affiliates listed herein as permitted under Korean law.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
For use in Taiwan – Professional institutional investors only
Neither Aegon Asset Management nor any of its affiliates are registered in Taiwan and may not sell, issue or offer any products or services while in Taiwan. No person or entity in Taiwan has been authorized to give advice regarding or otherwise intermediate any offering or sale of a financial product or service in Taiwan. The information contained in this website is for informational purposes.
The contents of this website have not been reviewed by any regulatory authority in Taiwan. No action has been taken in Taiwan to permit the distribution of the content of this website.
The information in this website is based on our understanding of the current and historical positions of the markets. The views expressed is provided for reference only and should not be interpreted as recommendations or advice.
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed.
The content of this website is accurate at the time of writing but can be subject to change without notification. Although this information is composed with great care and we strive to ensure accuracy, completeness and correctness of the information, imperfections due to human errors may occur, as a result of which presented data and calculations may differ.
Therefore, no rights may be derived from the provided data and calculations.
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If you are a retail investor we recommend that you take qualified financial advice before making any investment decisions. You can obtain the latest prospectus, accounts, Key Investor Information and fund prices at www.aegon.nl.
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You can get the current prospectuses, accounts, important information for investors and fund prices at https://www.fundinfo.com. Please click the accept button and select the county in which you live and identify yourself as a private investor.
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This privacy statement is applicable to the processing by Aegon Investment Managers (‘AIM’) of all personal data relating to (potential) customers, suppliers and business partners as well as visitors of our websites.
At AIM we are committed to protecting and respecting your privacy. Our aim is to be transparent about how we deal with personal data. This privacy statement details how AIM, and other entities in Aegon Asset Management, appointed suppliers and the Aegon group of companies process your personal data.
More information on these processing activities can be found below.
You can print this privacy statement by right-clicking on the page and selecting Print.
Aegon Investment Management B.V., having its registered office in The Hague, Aegonplein 50 (2591 TV), as well as its offices based in Groningen, is the controller or co-controller for the processing of all personal data within the scope of this privacy statement. We are part of Aegon Asset Management, the asset management arm of Aegon, a global life insurance, pensions and asset management company.
If you have any questions about this privacy statement or the information we collect about you, please contact Account Management or our Data Protection Office:
Aegon Investment Management B.V.
Attn. Account Management
Aegonplein 50
2591 TV The Hague
OR
E-mail Account Management
E-mail Data Protection Office
More information on your rights as a data subject are contained below under ‘Your Rights’
The most common processing activity we conduct which involve the collecting and processing of personal data include:
More information on these processing activities are contained below
You or someone representing you, for example a financial advisor, an employer or the business you work for, may give us information about you by completing forms (paper versions or through a website), concluding contractual arrangements or by contacting us by phone, post, email or otherwise. We may also receive your personal information from a third party where they have obtained your consent or have another valid legal basis to share such information. Alternatively, you may have provided the information to us directly.
For the processing activities described below, the personal data that is gathered and processed may include:
Where sensitive personal data is collected and processed as part of any of the activities below, this will be stated in the relevant processing descriptions. Sensitive personal data processed may include the following:
When collecting and processing personal data, AIM will only process the minimum amount of personal data relevant to the specific purpose it is collected for. AIM will only use the data in-line with the original purpose (stated below) or a further purpose deemed sufficiently similar and likely to be in line with your expectations.
Conducting checks and assessments prior to doing business
This will include Anti-Money Laundering checks as well as screening personal data against known sanctions and politically exposed persons (“PEP”) lists. This processing is conducted to detect and prevent financial crime. It is also necessary for us to meet our legal and regulatory obligations[1] as a company. In the event of other checks these will be conducted to execute an agreement. We conduct the screening check automatically using a third-party system provided by FinScan which compares personal data against a number of official sanctions and PEP lists. The results of this check will be considered by a member of our staff in determining whether we can proceed with conducting business/providing a service or not.
This processing may require the collecting and sharing of (sensitive) personal data including copies of identification documents, with other entities within Aegon Asset Management, the Aegon group of companies and appointed suppliers and their appropriate affiliates. Data may also need to be shared with supervisory authorities in certain circumstances.
More information can be found in the section titled 'Sharing your personal data’.
The administration of the service we have agreed to provide.
This includes processing your instructions and account transactions, settling those transactions, assessing investments and markets, administering external investment managers, managing investment portfolios, monitoring investment portfolios and managing risks associated with an account or product, including areas of regulatory compliance. This processing is imperative to us providing the requested service and executing the agreement between us.
Servicing our customers and prospective customers.
This includes managing existing and prospective customer relationships, handling complaints, managing any incidents/issues encountered, providing account reporting, detecting fraud, and providing online services including our websites. This processing is required for us to provide the service agreed under our agreement and ensure the integrity of any account you have with us. Some of the processing will be based on a legal obligation. Customer relationships may be maintained by phone, mail, e-mail, personal contact and fax where appropriate (see the section below titled ‘Being in Contact with AIM’).
To develop our products and services.
This includes reviewing our existing offering of products and services, making required improvements and launching new products/services. Personal data may also be processed when we develop our appropriate business strategies and systems internally. Where these processes include personal information, they are conducted in the legitimate interest of AIM to ensure we provide the best products and services for our customers. We are committed to ensuring that the impact to the data subjects involved is minimal, the approach adopted is reasonable and that the least intrusive approach is followed. The data may be shared with other entities within the Aegon group of companies. More information can be found in the section titled 'Sharing your personal data’.
Managing third party and supplier relationships.
Personal data will be processed in order to assess and obtain services provided by a third party company, to manage the relationship between the companies (including where they act as our data processor) and reporting and performance analysis on these relationships. These processes may also require sharing personal information with other entities within the Aegon group of companies as well as consulting publicly available records. These processes are conducted to ensure appropriate execution of the agreement between the parties and between us and our customers, as well as being in the legitimate interests of AIM to be able to utilise third party services when providing its products and services to customers in the best way possible.
Where appropriate, these processes may include the use of any sensitive data provided on copies of ID documents.
More information can be found in the section titled 'Sharing your personal data’.
Internal management reporting and support functions
Including the provision of legal and regulatory support and advice (both internal and external), internal auditing, strategy development and providing and maintaining IT solutions. Most of these processes are conducted to execute activities vital to the internal management and improvement of our business and are imperative to the performance of our agreements with customers and suppliers, however some will be conduct to meet our legitimate interests as a company. Where this is the case, we are committed to ensuring that the impact to the data subjects involved is minimal, the approach adopted is reasonable and the least intrusive approach is followed. Others will be conducted to fulfil a legal or regulatory obligation. Personal data may be shared with other entities within the Aegon group of companies, including Aegon Global Technology Services who act as a data processor of any personal data handled or processed when providing IT and technology solutions. Personal data may also be shared with third parties including external law firms, accountants and auditors.
More information can be found in the section titled 'Sharing your personal data’.
Managing relationships with governments and supervisory authorities
This includes responding to requests and providing regular and ad hoc reporting. These processes are conducted to fulfil a legal and regulatory obligation of the company. Where personal data, including sensitive personal data, needs to be processed in order to fulfil these obligations it will be conducted in line with this privacy statement including when processing involves third parties and entities within the Aegon Asset Management, appointed suppliers and the Aegon group of companies
More information can be found in the section titled 'Sharing your personal data’.
Marketing to our customers and prospects
This will include the execution and analysis of marketing campaigns, surveys and strategies, promoting products and services provided by AIM and affiliated Aegon Asset Management companies, running and contributing to promotional events and the use of ad hoc competitions and promotions.
We may use the personal data we have to send you marketing information and news about our products and services that may be of interest to you, unless you have opted out of marketing.
We may conduct marketing with our customers (including business partners) based on our legitimate interest to share product and service information with them for them to take it into account when providing a related service. We may also conduct marketing related analytics which can include elements of profiling and automated decision making (eg. placing customers in to groups with similar customers based on certain characteristics) which can affect the products, services or features we offer a customer and is conducted based on our legitimate interest to ensure we provide customers with the appropriate marketing information that is most relevant to them. This analytics may include additional (personal) information obtained from third parties where we consider the use of this data as fair and legal.
When conducting these activities based on our legitimate interests we will ensure that the least intrusive method is used and that we feel the recipient would reasonably expect this processing to take place or to receive marketing of this type. Customers will be able to opt out of marketing from us at any point or object to certain types of marketing related processing by contacting us. .
Your personal data will only be shared with external third parties for marketing purposes where you have agreed to do so. We will not sell your personal information to other organisations for marketing purposes.
Marketing communications will be conducted using various channels such as mail, phone and email. Telephone lines are recorded whenever you contact or are contacted by a member of our Sales and Marketing team and Account management team and may be monitored for verification and training purposes on the basis of our legitimate interest in providing customers with an accurate and professional service.
Please remember that you can withdraw your consent or object to marketing related processing at any time by contacting us (see section 'Your Rights').The withdrawal of consent to specific processing of personal data, including for the purposes of marketing, does not affect the processing based on consent before the withdrawal. It will also not affect the provision of other products and services unrelated to the process for which you have withdrawn consent. Objecting to processing related to marketing may impact the service we are otherwise able to provide to customers.
Cookies
We also collect information using cookies. Cookies are small files of information which save and retrieve information about your visit to this website – for example, how you entered our site, how you navigated through the site, and what information was of interest of you.
Read more about how we use cookies in our Cookie Statement.
[1] These legal obligations are derived from a number of laws and regulations including the Anti-Money Laundering and Counter-Terrorist Financing (Wwft), Santions act 1977, US Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS).
In order to conduct the processing activities stated in this statement and allow us to verify the content of calls, telephone lines are recorded whenever you contact or are contacted by a member of our Investment and Portfolio Management team, Sales and Marketing team and Account management team. This will be conducted using the same legal basis as confirmed for the specific processing activity unless stated otherwise.
All emails sent to any member of staff at AIM will be retained and may be monitored to complete the respective processing activities or achieve the processing purposes stated in this statement. All Bloomberg chat conducted with staff of AIM is also monitored to meet these and other regulatory requirements. Only the appropriate staff members are authorised to monitor or review email or message content in line with their job role.
As a global organization, personal data we collect will be transferred internationally throughout Aegon’s worldwide organization. Your personal data will be exchanged within the Aegon group of companies (meaning all subsidiaries and affiliates of Aegon N.V.), including and predominantly within the Aegon Asset Management group (the entities within the Aegon group that are responsible for asset management activities) including Aegon Asset Management UK plc , Aegon Magyarország Befektetési Alapkezelő Zártkörűen Működő Részvénytársaság (Aegon Asset Management Central and Eastern Europe), Aegon Asset Management Pan Europe B.V., Aegon Asset Management Value Hub B.V., Aegon Asset Management (Asia) Limited, Aegon USA Investment Management LLC and Aegon USA Realty Advisors LLC.
We share your data for the purposes mentioned in this statement and to have a complete overview of our contacts and contracts within the Aegon group. We may also share your data to offer you a complete package of services and products. This will be handled in line with the description above on how we provide marketing to customers and prospects. When sharing data within the Aegon group of companies this will be conducted in line with applicable regulatory requirements and we will ensure the appropriate technical and organisational measures are in place.
If your personal data is transferred within the Aegon group to a country where the local regulation does not reach the EU adequate level of protection of personal data AIM will take measures to ensure that your personal data is adequately protected, such as entering into EU Standard Contractual Clauses with these parties.
AIM employees are authorized to access personal data only to the extent necessary to perform their job.
Sharing your personal data with third parties
We work with carefully selected providers that carry out certain functions on our behalf and cooperate with relevant authorities. The following types of third parties have or could be granted access to your personal data where relevant for the processing described above.
When third parties are given access to your personal data, AIM will take the required contractual, technical and organizational measures to ensure that your personal data is only processed to the extent that such processing is necessary. The third parties will only process your personal data in accordance with applicable law.
If your personal data is transferred to a third party recipient in a country where the local regulation does not reach the EU adequate level of protection of personal data AIM will take measures to ensure that your personal data is adequately protected, such as entering into EU Standard Contractual Clauses with these parties.
In other cases, your personal data will not be supplied to third parties, except:
The use of your personal data by data processors
When a third party processes your personal data solely following our instructions, it acts as a data processor. We enter into an agreement with such a data processor concerning the processing of personal data. In this agreement we include obligations to safeguard that your personal data is solely provided to the data processor to provide specific services to us and the data is afforded a sufficient level of protection.
We will keep your personal information only as long as necessary to complete the processes mentioned in this privacy statement, including where data is shared with third parties. In addition, we will keep your personal information where we have legitimate interest for marketing purposes while you are a prospective customer. We will also keep personal information following conclusion of our relationship to comply with our legal and regulatory obligations (generally for between 5-8 years after the last product/service). We review the retention periods to ensure regulatory compliance and timelines regularly.
We are committed to ensuring your information is protected and held securely. AIM has implemented functional, technical, physical and organizational safeguards to protect the personal data that we hold to minimize:
We have information security policies, staff training and secure servers. All our employees and service providers who have access to personal information are obliged to protect it and keep it confidential.
In the event that a data breach results in there being a high risk to your personal rights and freedoms we will contact you in accordance with our data breach notification procedures.
You, as a data subject, have a number of rights including:
To exercise any of these rights, please contact Account Management or our Data Protection Office.
When requesting to exercise your rights, we will take into account other obligations of AIM as well as the rights of other data subjects. As a result, there is a chance that your request may be partially fulfilled or in limited circumstances rejected. If this is the case an explanation will be provided to you.
If you wish to exercise your rights in relation to the processing of your personal data conducted by one of our processors or joint controllers then please contact AIM in the first instance.
If you believe we have not processed your personal data in accordance with our data protection obligations, and that you have been affected by our non-compliance, you can make a complaint to us by contacting our Account Management team or our Data Protection Office. If you are not satisfied with our response, you can raise a complaint with the Autoriteit Persoonsgegevens, the independent authority set up to enforce the data protection regulations.
From time to time we may make changes to this privacy statement. If we make any changes to this privacy statement and the way in which we use your personal data we will post these changes on this page and where the changes are significant we will do our best to notify you.
This privacy statement was last updated on September 7, 2020