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Privacy policy

Notice of consumer privacy rights

The Capital Group Companies, Inc., and its affiliates from time to time collect personal information of consumers. Capital Group is committed to protecting the privacy and security of all the personal information that is entrusted to us. We have privacy standards intended to protect the personal information of our clients, business partners and associates no matter how or where it is collected, used or stored. Capital Group complies with applicable privacy and security laws. In all instances, our effort is to collect only the information we need to effectively conduct our business, to provide better products and services, and to ensure we are offering the products and services that best suit business and investment needs. These purposes are generally outlined in this Notice.

Please note: Capital Group and its affiliate companies are exempt from coverage under the consumer privacy laws of Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Montana, Oregon, Tennessee, Texas, Utah and Virginia as they are financial institutions as defined by those statutes. The California Consumer Privacy Act (CCPA), as amended by the Consumer Privacy Rights Act (except for California Civil Code Section 1798.150, which governs remedies should certain personal information be subject to an unauthorized disclosure), and the Oregon Consumer Privacy Act (OCPA) do not apply to personal information we have collected, processed, sold or disclosed under the federal Gramm-Leach-Bliley Act (Public Law 106-102) and, for California residents, the implementing regulations of the California Financial Information Privacy Act (Division 1.4 (commencing with Section 4050) of the Financial Code). The CCPA and OCPA also do not apply to medical information protected by laws such as the Health Insurance Portability and Accountability Act of 1996 (Public Law 104-191) and similar laws, including the California Confidentiality of Medical Information Act (California Civil Code §§56 et seq). In addition, OCPA does not apply to personal information gathered for employment purposes, business-to-business information, or personal information gathered from owners, directors or officers of our business.

California and Oregon residents ("Covered Residents"), please see below for additional information about the information we may collect about you.

Regardless of applicable laws, in all instances, our effort is to collect only the information we need to conduct our business, to provide better products and services, and to ensure we are offering the products and services that best suit our clients’ business and investment needs. Included in the descriptions of the purposes of collection are our everyday business purposes. As used here, “Business Purposes” encompasses “business purposes” as defined in the CCPA, which includes the following related purposes:

To provide the information, product or service requested by the individual or as reasonably expected given the context in which the personal information was collected (such as providing customer service, personalization and preference management, providing product updates, and dispute resolution)
For identity and credential management, including identity verification and authentication, and system and technology administration
To protect the security and integrity of systems, networks, applications and data, including detecting, analyzing and resolving security threats, and collaborating with cybersecurity centers, consortia and law enforcement about imminent threats
For fraud detection and prevention
For legal and regulatory compliance, including all uses and disclosures of personal information that are required by law or reasonably needed for compliance with company policies and procedures, such as anti-money laundering programs, security and incident response programs, intellectual property protection programs, diversity programs, and corporate ethics and compliance programs
For corporate audit, analysis and reporting
To manage, comply with and enforce our contracts and to protect against injury, theft, legal liability, fraud or abuse, to protect people or property, including physical security programs
To de-identify the data or create aggregated datasets, such as for consolidating reporting, research or analytics,
For business continuity and disaster recovery purposes, including making backup tapes and
For administering employee compensation, benefit and welfare programs, screening applicants for employment, and onboarding contractors and business partner employees.

The CCPA and OCPA require that Capital Group disclose the information we collect by reference to specific categories of personal information enumerated in those statutes. Capital Group may collect only certain pieces of personal information described in a given category and might not actually collect all the types of personal information described in each category. Capital Group has collected the categories of personal information about certain consumers from the categories of sources and for the business purposes listed below.

Category of personal information collected	Category of source of collection	Purpose of collection
Identifiers such as a real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, bank account information or other similar identifiers.	Directly from the consumer, retirement plan sponsors and service providers, online service providers, social media providers, third-party data services, data financial intermediaries, service providers and regulatory authorities.	Business Purposes, marketing products and services, directed advertising, improving online experience, providing information on and improving products and services, account servicing, customer servicing, third-party delivery services, processing transactions, augmenting our investment process, administering employee compensation, benefit and welfare programs, screening applicants for employment, onboarding contractors and business partner employees, and legal proceedings.
Any categories of: personal information described in CCPA subdivision (e) of Section 1798.80 personal data described in ORS 646A.570(13) derived data.	Directly from the consumer, retirement plan sponsors and service providers, online service providers, third-party data financial intermediaries, service providers and regulatory authorities.	Business Purposes, account servicing, processing transactions, improving our products and services, administering employee compensation, benefit and welfare programs, screening applicants for employment and onboarding contractors and business partner employees.
Characteristics of protected classifications under California or federal law. Sensitive data as defined by ORS 646A.570(18).	Directly from the consumer, retirement plan sponsors and service providers, third-party data services, data consortiums and regulatory authorities.	Business Purposes, employment welfare, legal and regulatory compliance.
Commercial information, including records of personal property, products or services purchased, obtained, or considered or other purchasing or consuming histories or tendencies.	Directly from the consumer, retirement plan sponsors and service providers, financial intermediaries, third-party data services, data consortiums, financial intermediaries, service providers and regulatory authorities.	Business Purposes, marketing products and services, providing information on and improving products and services, account servicing, customer servicing, processing transactions, legal proceedings and regulatory compliance.
Biometric.	Directly from the consumer and service providers.	Business Purposes, legal and regulatory compliance.
Internet or other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding a consumer’s interaction with an Internet Web site, application or advertisement.	Directly from the consumer, online service providers, social media providers, third-party data services, data consortiums, financial intermediaries and service providers.	Business Purposes, marketing products and services, directed advertising, improving online experience, account servicing, processing transactions, employee and contractor performance management, administering employee compensation, benefit and welfare programs, providing information on products, services and job opportunities, legal proceedings and regulatory compliance.
Geolocation data.	Directly from the consumer and online service providers.	Business Purposes, marketing products and services and improving online experience, employee and contractor performance management, administering employee compensation, benefit and welfare programs, legal proceedings and regulatory compliance.
Audio, electronic, visual, thermal, olfactory or similar information.	Directly from the consumer, online service providers, financial intermediaries, data consortiums and service providers.	Business Purposes, account servicing, processing transactions, augmenting our investment process, administering employee compensation, benefit and welfare programs, legal proceedings and regulatory compliance.
Other descriptive data about an individual including physical description, general demographic information, marital status, number of children, interests or other general information about the individual.	Directly from the consumer, online service providers, data consortiums, financial intermediaries and service providers.	Business Purposes, marketing products and services, directed advertising, improving online experience, providing information on and improving products and services, account servicing, customer servicing, processing transactions, augmenting our investment process, administering employee compensation, benefit and welfare programs, legal proceedings and regulatory compliance.
Professional or employment related data.	Directly from the consumer, social media providers, third-party data services, data consortiums, financial intermediaries and service providers.	Business Purposes, providing information on and improving products and services, account servicing, processing transactions, augmenting our investment process, administering employee compensation, benefit and welfare programs, screening applicants for employment, onboarding contractors and business partner employees, and legal and regulatory compliance.
Education information, defined as information that is not publicly available, and personally identifiable information as defined in the Family Educational Rights and Privacy Act (20 U.S.C. section 1232g, 34 C.F.R. Part 99).	Directly from consumer, social media providers, third-party data services and service providers.	Business Purposes, augmenting our investment process, administering employee compensation, benefit and welfare programs, screening applicants for employment, and onboarding contractors and business partner employees.
Inferences drawn from any of the information identified in this subdivision to create a profile about a consumer reflecting the consumer’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.	Directly from the consumer, online service providers, data consortiums, financial intermediaries, third-party data services and service providers.	Business Purposes, marketing products and services, directed advertising, improving online experience, providing information on products and services, account servicing, processing transactions, administering employee compensation, benefit and welfare programs, legal proceedings and regulatory compliance.

Retention of personal information

Capital Group will retain your personal data for the duration of your relationship with us and for not more than 11 years from the time of our last transaction with you, unless a different retention period is required by applicable law or you have been notified in writing of a longer retention period.

Effective July 1, 2024.

California and Oregon laws require certain businesses to disclose that personal information is being collected as well as information regarding the rights of residents of California whose information is governed by the California Consumer Privacy Act and residents of Oregon whose information is governed by the Oregon Consumer Privacy Act (collectively referred to as "Covered Residents").

A Covered Resident whose personal information does not fall under one of the exclusions mentioned in the preceding section may request that we disclose the following information:

(1) The categories of personal information we have collected about them in the preceding 12 months;

(2) The categories of sources from which the personal information was collected;

(3) The business or commercial purpose for collecting, selling or sharing their personal information;

(4) The categories of third parties with which we share personal information; and

(5) The specific pieces of personal information we have collected about the resident.

In addition, Oregon residents may also request a list of specific third parties (other than a natural person) to which we have disclosed any personal data.

A Covered Resident may request the disclosure of the information listed above by submitting the request form available by clicking the link below or calling (800) 421-4225, ext. 61.

Consumer Data Privacy Request Form

We will need the following information to process your request. Once submitted, you will receive a response within 45 days. If an email address is provided as part of your request, we will deliver your response by email. If no email address is provided, we will send your response by mail.

* Required

Contact information

FIRST NAME*

MIDDLE NAME

LAST NAME*

SUFFIX

STREET ADDRESS*

CITY*

STATE*

ZIP CODE*

EMAIL ADDRESS

PHONE (e.g 3105551234)*

Service relationship*

Please select the type of service relationship(s) that best describes your association with the Capital Group Companies. If you have questions about which service relationship(s) to select, please call (800) 421-4225, ext. 61.

Checkbox Current or former individual American Funds investor or shareholder Employer-sponsored retirement plan participant Current, former or prospective Capital Group Private Client Services customer Current or former employee, contractor or applicant¹ Registered investment advisor (RIA), broker-dealer or other financial intermediary Employer-sponsored retirement plan sponsor or contact¹ Capital Group vendor¹ Business Institutional Account customer or contact¹ Independent board member of a Capital Group fund

¹If you are an Oregon resident, please be advised that the Oregon Consumer Privacy Act (OCPA) does not apply to personal information gathered for employment purposes and/or business-to-business information.

Such a request may be referred to as a right-to-know request. Pursuant to applicable law, before disclosing specific pieces of personal information we have collected about a resident, we will need to verify the resident’s identity. We will base our initial response on the information provided in a request for information. Thereafter, if a resident would like us to provide the specific information contained in our records or to delete records, we will require additional information to verify their identity. The additional information we need may vary based on how the resident has interacted with us. Whenever feasible, we will match the identifying information provided to the personal information we have in our records. For Covered Residents who are investors, clients or financial professionals, we will utilize our existing authentication practices.

Certain Covered Residents have the right to:

(a) request the correction of inaccurate personal information about the resident in our records; and

(b) request that we delete any personal information about the resident that we have collected, and that we direct any service provider to delete the personal information from its records. However, pursuant to governing laws, personal information may not be deleted in certain circumstances. For more information about situations in which we may not delete your information, please see California Civil Code Section 1798.105(d) and Oregon Revised Statutes 646A.572(3).

The rights to correct and to delete may be exercised by calling (800) 421-4225 ext. 61 or submitting the request form available by clicking the link below. Pursuant to applicable law, before correcting or deleting any personal information as noted above, Capital Group will need to verify the resident's identity.

Consumer Data Privacy Request Form

* Required

Contact information

FIRST NAME*

MIDDLE NAME

LAST NAME*

SUFFIX

STREET ADDRESS*

CITY*

STATE*

ZIP CODE*

EMAIL ADDRESS

PHONE (e.g 3105551234)*

Service relationship*

Checkbox Current or former individual American Funds investor or shareholder Employer-sponsored retirement plan participant Current, former or prospective Capital Group Private Client Services customer Current or former employee, contractor or applicant¹ Registered investment advisor (RIA), broker-dealer or other financial Intermediary Employer-sponsored retirement plan sponsor or contact¹ Capital Group vendor¹ Business Institutional Account customer or contact¹ Independent board member of a Capital Group fund

A Covered Resident may use an authorized agent to submit a right-to-know request, a correction request or a request to delete. To use an authorized agent, the Covered Resident must provide Capital Group with written authorization. In addition, the Covered Resident may be required to verify their own identity with Capital Group. Capital Group may deny a request from an agent who does not submit proof that they have been authorized by the Covered Resident to act on their behalf. Such requirements, however, will not apply where a Covered Resident has provided the authorized agent with valid power of attorney pursuant to governing law.

In the event Capital Group denies an Oregon Resident's request to exercise rights granted under the Oregon Consumer Privacy Act, an Oregon Resident may appeal that decision by calling (800) 421-4225, ext. 61 or sending an email to cg_user_rights@capgroup.com. If that appeal is denied, the Oregon Resident may contact the Oregon Attorney General by calling (503) 378-4400 or by sending an email to AttorneyGeneral@doj.state.or.us.

A Covered Resident has the right, at any time, to direct Capital Group not to sell the personal information that we have indicated is being sold pursuant to the definition of sale contained in their state's privacy act. This right may be referred to as the right to opt out. Covered Residents may opt out of the sale of personal information by clicking the link above or by calling (800) 421-4225, ext. 61. If Capital Group has a good faith, reasonable and documented belief that a request to opt out is fraudulent, it may deny the request. A Covered Resident may use an authorized agent to submit a request to opt out on the Covered Resident's behalf. The Covered Resident must provide the authorized agent with written authorization to do so. Capital Group may deny a request from an authorized agent who does not submit proof that they have been authorized by the Covered Resident to act on the Covered Resident's behalf.

In addition, Capital Group does not and will not sell the personal information of a Covered Resident it has actual knowledge is under the age of 16 without affirmative authorization (known as “opt in”).

Capital Group will not discriminate against a Covered Resident because the Covered Resident exercised any of their rights under their applicable state's privacy rights act, including, but not limited to, by:

(1) Denying goods or services to the Covered Resident;

(2) Charging different prices or rates for goods or services, including through the use of discounts or other benefits or imposing penalties;

(3) Providing a different level or quality of goods or services to the Covered Resident;

(4) Suggesting that the Covered Resident will receive a different price or rate for goods or services or a different level or quality of goods or services.

(5) Retaliating against an employee, applicant for employment or independent contractor, as defined in the applicable state's privacy rights act.

**SENSITIVE Personal Information**

For our business purposes, Capital Group has collected the categories of sensitive personal information about certain consumers from the categories of sources and for the business purposes listed below.

Category of sensitive personal information collected	Category of source of collection	Purpose of collection
Social Security number, driver’s license number, state identification card, or passport number.	Directly from the consumer, retirement plan sponsors and service providers, financial intermediaries and service providers, and regulatory authorities.	Business Purposes, account servicing, customer servicing, third-party delivery services, processing transactions, administering employee compensation, benefit and welfare programs, screening applicants for employment, onboarding contractors and business partner employees, and legal proceedings.
Account log-in, financial account number, debit card number, or credit card number in combination with any required security or access code.	Directly from the consumer, retirement plan sponsors and service providers, financial intermediaries and service providers, and regulatory authorities.	Business Purposes, marketing products and services, account servicing, customer servicing, third-party delivery services, processing transactions, administering employee compensation, benefit and welfare programs, onboarding employees, contractors and business partner employees, and legal proceedings.
Racial or ethnic origin, religious or political beliefs, or union membership.	Directly from the consumer, retirement plan sponsors and service providers, financial intermediaries and service providers, and regulatory authorities.	Administering employee compensation, benefit and welfare programs, onboarding employees, improving our products and services, and customer servicing.

In accordance with the applicable state privacy rights acts, Capital Group does not use sensitive personal information for any purpose that is not necessary to perform the services we offer. Accordingly, we cannot provide the option to limit the use of sensitive personal information.

Capital Group has sold (as that term is defined by the CCPA and OCPA) the following categories of personal information about Covered Residents to the following categories of third parties.

Category of personal information sold	Category of third party to which personal information disclosed
Internet or other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding a consumer’s interaction with an internet website, application or advertisement.	Digital advertising companies.
Professional or employment-related information.	Data consortium.
Identifiers such as a real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address or account name.	Data consortium.

Capital Group has disclosed for a business purpose the following categories of personal information about Covered Residents to the following categories of third parties.

Category of personal information disclosed for a business purpose	Category of third party to which personal information disclosed, to the extent disclosed to a third party
Identifiers such as a real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, bank information or other similar identifiers.	Online service providers, social media providers, digital advertising firms, third-party data services, data consortiums, financial intermediaries such as broker-dealers, investment advisers, banks, trust companies, third-party recordkeepers and third-party administrators, service providers, regulatory agencies, providers of business tools (collaboration, analytics, finance, accounting and hosting services) and data storage, and employee benefits providers.
Any categories of: personal information described in CCPA subdivision (e) of Section 1798.80 personal data described in OCPA 646A.507(13)	Data consortiums, financial intermediaries such as broker-dealers, investment advisers, banks, trust companies, third-party recordkeepers and third-party administrators, service providers and regulatory agencies.
Characteristics of protected classifications under applicable law.	Service providers and regulatory agencies.
Commercial information, including records of personal property, products or services purchased, obtained or considered, or other purchasing or consuming histories or tendencies.	Data consortiums, third-party data providers, financial intermediaries such as broker-dealers, investment advisers, banks, trust companies, third-party recordkeepers and third-party administrators, service providers and regulatory agencies.
Biometric.	Service providers.
Internet or other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding a consumer’s interaction with an internet website.	Digital advertising firms, online service providers, social media providers, data consortiums, service providers and legal proceedings.
Geolocation data.	Digital advertising firms and legal proceedings.
Audio, electronic, visual, thermal, olfactory or similar information.	Financial intermediaries such as broker-dealers, investment advisers, banks, trust companies, third-party recordkeepers and third-party administrators, social media providers, service providers, property management, data consortiums and regulatory agencies.
Professional or employment related information.	Online service providers, third-party data services, data consortiums, financial intermediaries such as broker-dealers, investment advisers, banks, trust companies, third-party recordkeepers and third-party administrators, service providers and regulatory agencies.
Education information, defined as information that is not publicly available personally identifiable information as defined in the Family Educational Rights and Privacy Act (20 U.S.C. section 1232g, 34 C.F.R. Part 99).	Data consortiums, service providers, and financial intermediaries such as broker dealers, investment advisers, banks, trust companies, third-party recordkeepers and third-party administrators.
Inferences drawn from any of the information identified in this subdivision to create a profile about a consumer reflecting the consumer’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities and aptitudes.	Service providers.

Capital Group does not disclose personal information to third parties other than as provided in this Notice.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only.

Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

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Accessibility Statement

Privacy policy

Notice of consumer privacy rights

Additional information for Covered Residents