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Privacy statement (August 2013)


Capital International Asset Management (Canada), Inc., part of Capital Group, considers the privacy of its unitholders to be of fundamental importance and has established this policy to maintain the privacy of your information. This privacy statement is designed to help you understand what information we collect and how we use and safeguard that information.

What information do we collect and what do we do with it?

We collect information necessary to serve you. We collect your name, contact information, social insurance number, date of birth and other information necessary to provide you with fund management services, to keep records, to help prevent error and fraud, or to respond to inquiries from your advisor, if you have one.

We do not sell any personal information. Portions of your personal information may be provided, in strict confidence, to service providers that prepare and mail client account statements or other fund-related materials such as unitholder reports. We may also share your information with other Capital affiliates, your advisor, other financial institutions and government organizations. Personal information may need to be disclosed to meet legal obligations such as tax reporting.

Subject to an agreement including certain terms and conditions of use, your advisor may access your personal information electronically, including through a secure website to service your account(s). Such agreements between your advisor and us are designed to ensure appropriate controls and protections are in place to protect your personal information.

We may, from time to time, use service providers located outside of Canada, specifically the United States, Europe and India to provide account-related services. Such service providers are bound by, and information may be disclosed in accordance with, the laws of the jurisdiction in which the service provider is located.

We may occasionally disclose personal information to research companies that help us conduct unitholder surveys to assess and enhance our financial services. We require that these service providers protect your information and use it only for limited purposes.

Note that in each case where information is shared with third parties, they are not permitted to use the information for any purpose other than to assist our servicing of your account(s), or as permitted by law.

How do we collect information?

Personal information is collected from our interactions with you or your advisor. We might interact with you directly, such as when you call or write us or visit thecapitalgroup.com/ca, or we might interact with you indirectly, such as through your advisor. We may record your telephone discussions with our associates and we may monitor live or recorded calls for our mutual protection, to enhance customer service, for training purposes, and to confirm discussions with you. No matter how your personal information is collected, we try to ensure its accuracy and completeness. In order to maintain the integrity of your information, please make sure to notify your advisor or us about any changes as soon as possible.

How do we protect your personal information?

We have always considered the protection of sensitive information to be a foundation of customer trust and a sound business practise. Within the Capital Group and among our service providers, access to your nonpublic personal information is restricted to authorized employees who need it to provide products and services to you. We maintain physical, electronic and procedural safeguards that comply with government standards to guard your personal information.

What protection do you have online?

We use a variety of protections to maintain the security of your online session. For example, we make extensive use of firewall barriers, encryption techniques and authentication procedures.

When you visit our websites, we may collect technical and navigational information, such as computer browser type, internet protocol address, pages visited, and average time spent on our websites. This information may be used, for example, to alert you to software compatibility issues, or it may be analyzed to improve our web design and functionality. We may also place cookies and similar files on your hard drive, to help you navigate our site easily and quickly.

What privacy rights do you have?

When you agree to use our services or submit personal information to us, either directly or through your financial advisor, you are consenting to our collection from, verification with, and communication to, any third party for the purposes described above. You also consent to the collection, use, disclosure and processing of your information by Capital Group's agents and service providers for the purposes set out in this policy. You may request access to your personal information and question its accuracy and completeness. We will respond to your request within 30 days of receiving it. You may withdraw all or part of your consent for us to use your personal information within certain legal restrictions and reasonable notice. However, withdrawal of your consent may affect our ability to administer your account(s).

How do you contact us about privacy?

We welcome your privacy questions. If you are an investor or advisor send us an e-mail from the "Contact us" button on our website thecapitalgroup.com/ca or call (888) 421-5111.

If you are not satisfied with the results of your e-mail or phone call, contact our Chief Privacy Officer by mail (Attention Chief Privacy Officer, Capital International Asset Management, 181 Bay Street, Suite 3730, Toronto, Ontario, M5J 2T3).

This privacy policy applies to investment and unitholder services offered by Capital International Asset Management.

Terms and conditions


We take precautions to protect your personal information. When you submit sensitive information to our website, your information is protected both online and offline.

Surveys
Occasionally, we will conduct surveys regarding our website or other products or services. The information you provide will be collectively used for analytical purposes, and individual responses will not be tracked.

Hyperlinks
This website may contain hyperlinks, or links to other sites. Websites linked from this site may have different privacy policies and security practices from the ones described here. You should read the privacy statements of other websites that you visit from this site. Capital International Asset Management does not endorse and is not responsible for the content or accuracy of any other website or sponsoring organization.

Terms of use may change
Capital International Asset Management reserves the right to modify these terms at any time without notice. It is understood that, by accessing our website at any time, you agree to accept the privacy statement as it appears at that time. We encourage you to visit our website from time to time to access the most up-to-date version of these terms.