Web Conferences

We are delighted to invite you to take part in our 2012 series of web conferences.
The focus of the conferences varies throughout the year, from looking at the current state of the markets through to concentrating on a particular fund.

The conferences will last around 20 minutes including time for you to ask your own questions to our fund managers. Indeed, if you have any areas you'd like to see covered at the conferences you can let us know when you register.

Topic	Speakers	Date / Time
US Equities	Cormac Weldon, Head of US Equities Stephen Moore, Fund Manager	22 March 2012 09:30 AM GMT	Register >
US economic data has started to strengthen in recent months, leading to increased optimism on the prospects for equities. Meanwhile, Threadneedle's US funds have continued to deliver strong relative performance. This call provides the opportunity to listen to two of our most senior US equity managers as they discuss topics including: The outlook for growth in the world's largest economy Current US equity investment themes Impact of the Presidential election Performance update Participants will also be able to submit questions at the registration stage or during the call.
UK Equities	Simon Brazier, Head of UK Equities	28 March 2012 09:30 AM GMT	Register >
The UK economy remains fragile but Threadneedle's UK equity managers are more positive on the prospects for the stock market. Simon Brazier and the team are finding good investment opportunities across the market, and this call gives investors the chance to hear Simon's latest views, including: Why overseas investors are looking to the UK How to turn market volatility to your advantage Latest portfolio activity and stock ideas Performance update Participants will also be able to submit questions at the registration stage or during the call.

Topic	Speakers	Date / Time
Investing for Income	Richard Colwell, Fund Manager Stephen Thornber, Fund Manager	20 February 2012 09:30 AM GMT	Listen >
With interest rates at historic lows in the developed world and government bond yields offering little value, equities are proving an increasingly popular choice for income investors. This call will provide participants with an update on the current thinking behind our successful UK and Global equity income portfolios. Topics under discussion will include: Where next for the global economy? Are dividends sustainable at current levels? Key risks and opportunities Favoured stocks and sectors Participants will also be able to submit questions at the registration stage or during the call.
UK Commercial Property	UK Commercial Property	17 February 2012 09:30 AM GMT	Listen > Highlights >
Property continues to prove a popular choice for investors seeking income, offering a higher yield than gilts or equities. This call gives participants the chance to hear Threadneedle's Head of Property, Don Jordison, as he discusses the prospects for the market. Topics will include: Government austerity and where it will be felt most keenly The retail sector - how bad can it get? Are the banks about to flood the market with unwanted property? Unprecedented valuation opportunities for experienced investors Participants will also be able to submit questions at the registration stage or during the call.
European Equities	Ann Steele, Senior Fund Manager	10 February 2012 09:30 AM GMT	Listen > Highlights >
Europe remains at the forefront of investors' thoughts as the authorities seek to bring the debt crisis to a satisfactory conclusion. Threadneedle's European funds have delivered strong relative performance throughout the crisis and this call gives participants the chance to hear senior fund manager Ann Steele's views on key topics such as: Policy options for Greece and other troubled economies Implications of the debt crisis for core markets Stock and sector-level opportunities Likely returns in 2012 Participants will also be able to submit questions at the registration stage or during the call.
Absolute and Target Return Funds update	Quentin Fitzsimmons, Head of Government Bonds	31 January 2012 09:30 AM GMT	Listen > Highlights >
Deleveraging and unconventional policy are set to create further distortions in bond and currency markets in 2012. This uncertain environment provides opportunities for flexible absolute return products to create alpha. Join Quentin Fitzsimmons, Threadneedle's Head of Government Bonds, as he gives his views on topics such as: The asymmetric risks in developed bonds Politicisation of market Exploiting changes in yield curves Long and short-term currency trends Participants will also be able to submit questions at the registration stage or during the call.
Global Equities - risk on or risk off in 2012?	William Davies, Head of Global Equities	25 January 2012 09:30 AM GMT	Listen > Highlights >
2011 was an eventful year in global equities and 2012 looks set to throw up further challenges. However, at the same time there are excellent opportunities for experienced stock pickers to make money. Join Head of Global Equities William Davies as he discusses the team's views, including areas such as: The impact of deleveraging on global growth The outlook for corporate profits and dividends Investment themes for 2012 Sector and stock preferences Participants will also be able to submit questions at the registration stage or during the call.
Can Asia continue to grow when the developed world is flat-lining?	Vanessa Donegan, Head of Asian and Emerging Market Equities	07 December 2011 09:30 AM GMT	Listen >
The consensus view over the past two years has been that strong Asian growth would help to make up for lacklustre demand from the developed world. However, this view has been increasingly called into question in recent months. Join Threadneedle's Head of Asian Equities, Vanessa Donegan, as she re-examines the case for Asia, discussing topics such as: The economic outlook and likely policy responses Inflation, asset bubbles and other risks Valuations relative to other assets Investment themes for 2012 Participants will also be able to submit questions at the registration stage or during the call.
Reassessing the appeal of Emerging Market Debt	Richard House, Head of Emerging Market Debt	30 November 2011 09:30 AM GMT	Listen > Highlights >
Emerging market debt succumbed to the risk aversion trade in the recent bout of global volatility, even though EM sovereign fundamentals appear sound in most areas. Join Richard House, Threadneedle's Head of Emerging Market Debt, as he discusses the outlook for the asset class, covering topics such as: Debt sustainability: EM vs DM The outlook for credit quality in the emerging world The impact of slower global growth on emerging markets Local currency, hard currency, government, corporate - where are the best opportunities? Participants will also be able to submit questions at the registration stage or during the call.
Looking to 2012 – our views on the coming year	Mark Burgess, Chief Investment Officer	24 November 2011 09:30 AM GMT	Listen > Highlights >
Markets have been volatile over the past six months and significant political and economic challenges remain. Join Threadneedle's Chief Investment Officer Mark Burgess, together with senior members of the equity, bond and property teams, as we assess the prospects for the various asset classes in 2012. Topics will include: Are valuations of risk assets cheap or do they merely reflect reality? Can China continue to grow as its export markets deleverage? Where next for the eurozone? What are the key themes that will drive markets in 2012? Participants will also be able to submit questions at the registration stage or during the call.
Threadneedle Investing for Income	Richard Colwell, Fund Manager Stephen Thornber, Fund Manager	24 October 2011 09:30 AM BST	Listen > Highlights >
Interest rates and government bond yields remain at historic lows, but companies are generating healthy cash flows and using these to raise their dividends. As a result of these factors, investors are increasingly turning to equities as a source of income. Join two of our senior equity income managers as they discuss topics such as: The outlook for earnings and dividends Where to find the best valuation opportunities Searching for the income stocks of today and tomorrow Performance update on our UK and global income funds Participants will also be able to submit questions at the registration stage or during the call.
Threadneedle High Yield and Credit Opportunities update	Barrie Whitman, Head of High Yield	13 October 2011 09:30 AM BST	Listen > Highlights >
After a good run from March 2009 to June 2011, high yield bonds have been subject to heightened volatility in recent months as investors have become concerned about the outlook for the global economy. Join Threadneedle's Head of High Yield, Barrie Whitman, as he discusses the prospects for the market in light of recent developments. Topics will include: Valuations: what is the market discounting? Corporate fundamentals versus economic fundamentals Challenges facing the high yield market Recent performance in our High Yield and Credit Opportunities Funds Participants will also be able to submit questions at the registration stage or during the call.
Threadneedle Managed Funds update	Alex Lyle, Head of Managed Funds	29 September 2011 09:30 AM BST	Listen > Highlights >
Managed funds are seeing increased interest against a background of market uncertainty and regulatory change. Threadneedle's Managed Funds have built a strong track record, driven by astute asset allocation, a clear and robust process and good performance at the underlying portfolio level. Head of Managed Funds Alex Lyle will be updating investors on topics such as: Opportunities and threats in a deleveraging world The outlook for growth, interest rates and corporate profits Threadneedle's asset allocation views Recent fund performance Participants will also be able to submit questions at the registration stage or during the call.
Fixed Income update	Jim Cielinski, Head of Fixed Income	28 September 2011 09:00 AM BST	Listen > Highlights >
Current uncertainties in the world's fixed income markets highlight the importance of taking a flexible approach to bond investing. Join Threadneedle's Head of Fixed Income, Jim Cielinski, as he discusses the challenges and opportunities. Topics will include: Latest developments in the European sovereign debt crisis The outlook for growth, inflation and interest rates Valuation anomalies created by recent volatility How to invest in an uncertain world Participants will also be able to submit questions at the registration stage or during the call.
Threadneedle US Equities	Cormac Weldon and Stephen Moore	07 September 2011 09:30 AM BST	Listen > Highlights >
The US authorities have succeeded in averting a default in the short term, but longer-term challenges remain as the country seeks to reduce its debt level without derailing growth. Cormac Weldon and Stephen Moore will assess the implications of this market backdrop, covering topics such as: Can the market generate positive returns in a deleveraging environment? Stock selection themes in a low-growth world Deteriorating earnings momentum and the impact on valuations Recent developments in the Threadneedle US Equity team
Fixed Income Update	Jim Cielinski, Head of Fixed Income	24 August 2011 10:30 AM GMT	Listen > Highlights >
The downgrade of US treasuries, ongoing Eurozone debt concerns and worries about the economic outlook have resulted in extreme volatility in recent weeks. Join Threadneedle's Head of Fixed Income, Jim Cielinski, and Michael Poole of the High Yield Bond team as they discuss the challenges and opportunities in bond markets. Topics will include: Valuation anomalies resulting from recent market moves Where now for developed-market government bonds? Policy options to sustain growth and address debt levels The case for High Yield Bonds in an uncertain world
Threadneedle Asian Equities	Vanessa Donegan, Head of Asian and Emerging Market Equities	28 July 2011 09:30 AM BST	Listen > Highlights >
Asian economies continue to exhibit strong growth but external factors have held the region's stock markets back in the short term. This call gives investors the chance to hear Vanessa Donegan, Head of Asian and Emerging Market Equities, discuss the opportunities and threats facing the asset class. Topics will include: Investment themes in Asian equities Is China's growth sustainable? Should investors be worried about inflation? Performance update Participants will also be able to submit questions at the registration stage or during the call.
Threadneedle 2011 Mid-Year Market Outlook	Mark Burgess, Chief Investment Officer Leigh Harrison, Head of Equities Jim Cielinski, Head of Fixed Income	20 July 2011 09:30 AM BST	Listen > Highlights >
The global economy has panned out largely as we had forecast in 2011 to date, but markets have also had to contend with a number of unforeseen factors. Join Threadneedle's Chief Investment Officer Mark Burgess, together with Leigh Harrison and Jim Cielinski, as they outline the challenges and opportunities in world markets and the prospects for the remainder of the year. Topics under discussion will include: The impact of austerity measures on developed economies Inflationary pressures in the emerging world The potential for Japanese growth to recover after March's earthquake Our current asset allocation views Participants will also be able to submit questions at the registration stage or during the call.
UK Equity Income	Richard Colwell, Fund Manager	29 June 2011 09:30 AM BST	Listen > Highlights >
The UK economy remains under severe pressure but Threadneedle's UK equity income team continues to identify good opportunities and generate strong performance. This call gives investors the chance to listen to Richard Colwell, co-manager of the Threadneedle UK Equity Income Fund, as he addresses key issues including: The outlook for dividend growth Where to invest for income Where are the best opportunities: overseas earners or oversold domestic stocks? Current investment themes Participants will also be able to submit questions at the registration stage or during the call.
Absolute Return Investing	Quentin Fitzsimmons, Head of Government Bonds	10 June 2011 09:30 AM BST	Listen > Highlights >
High commodity prices, increased inflationary pressure, expectations of rising interest rates and the end of quantitative easing are creating an uncomfortable backdrop for government bond markets. In this call Quentin Fitzsimmons, manager of a number of Threadneedle's successful absolute return fixed income products, assesses these factors and seeks to answer questions such as: Is the government bond bull market coming to an end? What is the timetable for interest rate increases, and how will this affect currencies? How should investors allocate to fixed income in this environment? What are the implications of the Japanese tragedy on bond markets? Participants will also be able to submit questions at the registration stage or during the call.
Commodities	David Donora, Head of Commodities	25 May 2011 09:30 AM BST	Listen > Highlights >
The long-term outlook for commodities remains well underpinned by robust emerging market demand and recovering growth in the developed world. However, as investors assess the likelihood of tighter policies in some areas, the shorter-term picture is less clear. Join David Donora as he discusses topics such as: The price outlook for commodities in the short and long term Our current fund positioning Opportunities provided by commodity market term structure Why an active portfolio is likely to outperform a passive approach in the long term Participants will also be able to submit questions at the registration stage or during the call.
US Equities	Cormac Weldon, Head of US Equities	04 May 2011 09:30 AM BST	Listen > Highlights >
Stock picking has been an important driver of Threadneedle's strong long-term performance in US equities, and particular value has been added in the mid and small-cap arena. Head of US equities Cormac Weldon will be focusing on this under-researched part of the market, addressing topics such as: Small and mid-cap valuations relative to larger stocks How Threadneedle seeks to unearth opportunities How the economic background affects small and medium-sized companies Current positioning in the Threadneedle American Smaller Companies Fund Participants will also be able to submit questions at the registration stage or during the call.
High Yield and Credit Opportunities	Barrie Whitman, Head of High Yield	30 March 2011 09:30 AM BST	Listen > Highlights >
Ongoing high levels of issuance, refinancing and M&A activity are currently creating an event-heavy environment in high yield bonds. Join Threadneedle's Head of High Yield, Barrie Whitman, as he considers the opportunities arising from this backdrop. Areas covered will include: The outlook for credit fundamentals and default rates Absolute and relative value opportunities Will heavy new issuance continue to be met by robust demand? Main themes driving credit markets over the remainder of 2011 Participants will also be able to submit questions at the registration stage or during the call.
European Equities Update	Ann Steele, Senior Fund Manager Philip Dicken, Head of Pan European Smaller Companies	25 March 2011 09:30 AM BST	Listen > Highlights >
Sovereign risk concerns have cast uncertainty over the future of the eurozone, and yet companies across Europe continue to deliver strong operating performance. Ann Steele and Philip Dicken will consider this conundrum from a large and small cap perspective, tackling topics such as: The implications of a single currency and monetary policy for companies The outlook for corporate profits in 2011 and beyond Do market valuations correctly reflect the balance of risks and opportunities? Performance drivers in Threadneedle's European equity portfolios Participants will also be able to submit questions at the registration stage or during the call.
UK Equities Update	Simon Brazier, Co-Head of UK Equities	25 February 2011 09:30 AM GMT	Listen > Highlights >
The UK market delivered healthy returns in 2010 and we expect further gains in 2011, driven by an ongoing recovery in earnings, attractive valuations, inflows to the asset class and corporate activity. Join Simon Brazier, Co-Head of UK Equities, as he discusses the prospects for the market, including: The merits of overseas earnings - do valuations reflect all the good news? Oversold opportunities in unloved domestic sectors How mergers and acquisitions may affect the market in 2011 The age of austerity and its implications for the economy and share prices Participants will also be able to submit questions at the registration stage or during the call.
Global Equity Income	Stephen Thornber, Fund Manager	14 February 2011 09:30 AM GMT	Listen > Highlights >
With interest rates at all-time lows while companies are delivering healthy dividend growth, investors are increasingly turning to equities as a source of income. This call gives you the chance to listen to Stephen Thornber, manager of the Threadneedle Global Equity Income Fund, as he discusses: The outlook for dividends in 2011 The sectors and markets offering the best income prospects The fund's excellent track record since launch in 2007 Stock-level opportunities for global investors Participants will also be able to submit questions at the registration stage or during the call.
Absolute Return Funds	Quentin Fitzsimmons, Head of Government Bonds	27 January 2011 09:30 AM GMT	Listen > Highlights >
Following a multi-year bull market in government bonds, we may be about to enter a new phase of rising yields. Quentin Fitzsimmons, Head of Government Bonds and manager of several of our successful absolute return funds, will discuss: Sovereign risk in the eurozone and beyond Growth and inflation outlooks for the developed and emerging world Currency trends for 2011 Strategies for the next phase in government bonds Participants will also be able to submit questions at the registration stage or during the call.
US Equities Update	Cormac Weldon, Head of US Equities	21 January 2011 09:30 AM GMT	Listen > Highlights >
The extension of the Bush tax cuts in the US has improved the economic outlook for this key world market. Join Cormac Weldon, head of Threadneedle's highly-acclaimed US equity team, as he discusses: QE2 and its impact on growth, labour and inflation The outlook for corporate earnings in 2011 Strong free cash flows and how they are likely to be used Stock-level opportunities unearthed by the team Participants will also be able to submit questions at the registration stage or during the call.

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Threadneedle reserves the right in its discretion to modify and or change without restriction and without prior warning or notice any information or material contained in these Terms and Conditions or otherwise any applicable terms and conditions to relevant products and/or services available in or on this Website or otherwise in or on Threadneedle's Website generally. Continued use of this Website by you shall be deemed to indicate your continued consent to any such new, modified, amended or deletion of any of these Terms and Conditions.

INTELLECTUAL PROPERTY RIGHTS

All contents of this Website including, but not limited to the text, graphics, links and sounds are the copyright of Threadneedle and may not be copied, downloaded, distributed or published in any way without the prior written consent of Threadneedle.

"threadneedle" is registered trade mark and service mark of Threadneedle Asset Management Holdings Limited and no permission or licence is granted to use any such trade mark or service mark without the prior written consent of Threadneedle Asset Management Holdings Limited. All other marks names and logos used on this Website (unless otherwise stated) are the intellectual property rights held by companies within the Threadneedle group of companies. In relation to any information or materials which you submit to Threadneedle using this Website, you hereby grant to Threadneedle a worldwide royalty-free perpetual licence of the copyright and all other intellectual property rights in such information or materials for any purpose it deems including, without limitation, the copying, transmission, distribution and publication thereof, unless restricted by applicable law.

You agree that Threadneedle shall not be under any obligation of confidentiality to you regarding any such information or materials submitted to it using this Website unless agreed otherwise in a separate direct contract between you and Threadneedle or required by law.

You acknowledge that the contents of the foregoing provisions of these Term and Conditions shall not limit any specific provisions which may be set out in the individual terms and conditions of particular products and services offered on or through this Website.

Threadneedle may be contacted via email through the "CONTACT US" facility on Threadneedle's website.

CONDUCT OF INVESTMENT BUSINESS OUTSIDE THE UK

The conduct of investment business with Threadneedle, any Threadneedle office or any Threadneedle company outside the United Kingdom is regulated by the appropriate authority and applicable securities legislation for the relevant jurisdiction as may be specified on the Website and in the Terms and Conditions for that particular office or company. It is your responsibility to identify the appropriate regulatory authority for such investment business on a particular Threadneedle website and to ensure that such investment business qualifies for protection in your jurisdiction/country, as such securities legislation will vary from jurisdiction to jurisdiction.

Please note transactions with any office of Threadneedle outside the United Kingdom, or with any other Threadneedle Group company outside the United Kingdom, are not protected by the United Kingdom's regulatory regime for the conduct of investment business. Transactions with offices of non-Threadneedle companies referred to in this Website will not normally be so protected unless otherwise indicated. Individuals may obtain on request a quotation in writing about the terms on which a company named in this Website is prepared to do business.

THE DISTRIBUTION OF THIS WEBSITE'S MATERIAL MAY BE RESTRICTED BY LAW IN CERTAIN JURISDICTIONS. NOTWITHSTANDING ANY OBLIGATION OR RESPONSIBILITY WHICH MAY BE IMPOSED UPON THREADNEEDLE BY ANY LOCAL LAW AND WHERE NOT PROHIBITED BY SUCH LOCAL LAW, IT IS YOUR RESPONSIBILITY TO FIND OUT WHAT THOSE RESTRICTIONS ARE, AND, OBSERVE THEM.

JURISDICTION AND RESTRICTIONS

Threadneedle reserves at its sole discretion, and without assigning any reason therefor, the right to use any third party under Threadneedle's direction to host, control and maintain the Website. Threadneedle makes no representation whatsoever as to the level, quality or adequacy of such hosting, control or maintenance of the Website. Furthermore Threadneedle makes no representation whatsoever that to any extent, such material and information contained in or on the Website is appropriate, accurate, complete or available for use in any location and/or jurisdiction. These Terms and Conditions are governed by English Law and any dispute shall be subject to the non-exclusive jurisdiction of the English Courts.

Threadneedle is a brand name, and both the Threadneedle name and logo are trademarks or registered trademarks of the Threadneedle group of companies.

Privacy Statement

Your data controller

This Privacy Statement relates solely to information supplied by you to us via this website. Threadneedle Asset Management Holdings Limited registered in England and Wales under company number 03554212 and whose registered office is at 60 St. Mary Axe London EC3A 8JQ ("Threadneedle"). Any reference to Threadneedle shall also include reference to or any of the Threadneedle group of companies including its holding companies, subsidiaries and affiliates. For the purposes of the UK Data Protection Act 1998 ("DPA"), the data controller in respect of any personal information provided is Asset Management Holdings Limited. In this privacy statement "we", "us" and "our" means Threadneedle. We shall respect the privacy of your personal information, treat it as confidential and keep it secure, subject to the provision of the DPA and related and/or subsequent rule law and/or legislation.

Uses made of your personal information

The type of information you consent for us to collect, store and process about you are the personal data ("personal information") you supply to us through this website or otherwise any other additional personal information that you provide to us. Please note that for certain products we may need to process sensitive personal data and references to personal information shall include references to your sensitive personal data.

The personal information that you provide to us will be used for a number of different purposes including but not limited: to understanding you financial needs; to conducting, and assisting any other third parties in conducting, (i) appropriate credit checks or (ii) reviewing credit worthiness; to manage and administer your account (including but not limited to contacting you), to update, correct and enhance Threadneedle's records; to offer you investment products and services (except where you have asked us not to do so) and to help us develop new ones; to contact you with details of changes to the products you have bought; to plan for, conduct and monitor Threadneedle business; for internal analysis and research; to comply with legal or regulatory requirements including but not limited to any rule regulation law authority (such as by way of example only, for the purposes of debt collection and/or the prevention of fraud or any other crime) or any direction of any competent; and to identify you when you contact us. We may use external third parties to process your personal information on our behalf in accordance with these purposes. Your personal data may be held in electronic, electro-magnetic and/or paper form.

Sharing of your personal information

If applicable, where you have notified us of your adviser, the personal information provided may be shared with such adviser. You must notify us in writing if you no longer wish us to share your personal information with your adviser or of any change to your adviser. Your adviser should have its own arrangements with you about its use of your personal information. The personal information provided may also be shared with other organisations in order for us to comply with any legal or regulatory requirements. In addition, we may share your personal information with the companies within the Threadneedle group for the purposes set out in this privacy statement.

Additionally Threadneedle may communicate your personal information to such individuals and entities as are listed below, including but not limited to those parties for which you subsequently give Threadneedle permission, or is under either a legal obligation or any other duty to do so. For the purposes detailed above, your information may be disclosed to:

1. any other branches or companies within the Threadneedle group of companies;

2. any regulatory, supervisory, governmental or quasi-governmental authority with authority and jurisdiction over Threadneedle;

3. any agent, contractor or third party service provider, professional adviser or any other person under a duty of confidentiality to Threadneedle;

4. any credit reference agency and, in the event of default, any debt collection agency;

5. any actual or potential participant or sub-participant in, assignee, novatee or transferee of, Threadneedle's rights and/or obligations in relation to you; and,

6. any financial institution with which Threadneedle has or proposes to have dealings

See also under 'Overseas transfers' below.

Consent to use and sharing

In agreeing to this Privacy Policy and providing your personal information to us, you are consenting to us sharing your personal information with other organisations including any other company within the Threadneedle group of companies or otherwise use external third parties to process your personal information on our behalf, in order for us to comply with any legal or regulatory requirements and/or our obligations to your employer.

Business changes

If we or the Threadneedle group undergoes a group reorganisation or is sold to a third party, the personal information provided to us may be transferred to that reorganised entity or third party and used for the purposes highlighted above.

Overseas transfers

We may transfer your personal information to countries located outside of the European Economic Area (the EEA), this may happen when our servers, suppliers and/or, service providers are based outside of the EEA. The data protection laws and other laws of these countries may not be as comprehensive as those that apply within the EEA - in these instances we will take steps to ensure that your privacy rights are respected. Details of the countries relevant to you will be provided upon request. By providing us with this information, you consent to these transfers and uses, and to any disclosure required by law.

For the purposes of this Privacy Statement where any disclosure of your personal information requires the transfer of your personal information to parties located in other countries we understand that such countries may not offer the same standard of data protection as the country where you live and work. However, Threadneedle shall ensure that those overseas third parties to whom your personal information is transferred, treat your personal information securely and confidentially. Threadneedle also fully intends to comply with all applicable data protection and privacy laws. Nevertheless we may transfer your information under certain circumstances, such as by way of examples only, where it is necessary to perform our contract with you. In providing details to Threadneedle via this website you indicate your consent to Threadneedle for Threadneedle to any and all transfers including any transfers not specifically detailed above.

Access to/correction of your information

With limited exceptions, you have the right to ask for a copy of the information that we hold on you. There may be a charge for this (if a charge is permitted). If any of the information that we hold about you is wrong, please tell us and we will put it right. You can write to us at Threadneedle Investment Services Limited, PO Box 1331, Swindon SN38 7TA.

Subject to any applicable local laws and regulations, If you prefer not to be kept informed of Threadneedle products and services, please let us know.

Third Party Information

If you provide us with information about another person, you confirm you already have explicit confirmation that such other person has appointed you to act for them to consent to the processing of their personal data by us. This means that you have informed them of our identity and the purpose for which their personal data will be processed, namely to verify their name and address and otherwise only in connection with you. You agree to keep us, and any Threadneedle group company or relevant third party fully indemnified for your not having complied with this paragraph.

Cookies

A "cookie" is a small piece of encoded information sent by a web server to be stored on your web browser (Internet Explorer, Netscape) so that it can remember something about you such as username, password, references at a later date. Cookies have three functions: security, log in and responsibility discharge.

A cookie also ensures that there is a unique identification when you visit the Threadneedle.com website and helps us to determine what page you may see next time you visit the website. This process enables us to provide you with personalised information and simplify your user experience.
Threadneedle uses persistent cookies that do not expire at the end of a user session. The cookie stored on your web browser does not contain any personal information and is encrypted and only the Threadneedle web server can read it.

Specifically cookies may:

1. allow us to recognise the PC you are using when you return to our website so that we can understand your interest in our website and tailor website content and advertisements to match your interests;

2. identify you after you have logged in by storing a temporary reference number in the cookie so that our web server can conduct a dialogue with you while simultaneously dealing with other customers. (Your browser keeps this type of cookie until you log off or close down your browser when these types of cookie are normally deleted. No other information is stored in this type of cookie);

3. allow you to carry information across pages of our website and avoid having to re-enter that information;

4. allow you access to stored information if you register for any of our on-line services;

5. enable us to produce statistical information (anonymous) which helps us to improve the structure and content of our website; and/or,

6. enable us to evaluate the effectiveness of our advertising and promotions.

If you do not wish to have a cookie stored on your computer, you should disable them in your browsers security options.

Disclaimer

When entering the website, you are required to read the disclaimer. When you as a user confirm that you have read the disclaimer, a cookie is set with the value of "yes".

The cookie will expire twelve months after you the user confirm that you have read the disclaimer, or sooner should the disclaimer text be updated.

Amendments

Threadneedle reserves the right to amend this Privacy Statement at any time and on notice by placing any such amendments on this website. This Privacy Statement is not intended to, nor does it, create any contractual rights whatsoever or any other legal rights, nor does it create any obligations on Threadneedle in respect of any other party or on behalf of any party.

Threadneedle / Issued by

Threadneedle Asset Management Limited
Registered in England and Wales, Registered No. 573204
60 St Mary Axe, London EC3A 8JQ, United Kingdom
Authorised and regulated in the UK by the Financial Services Authority, Register No. 122194

Threadneedle Investment Services Limited
Registered in England and Wales, Registered No. 3701768
60 St Mary Axe, London EC3A 8JQ, United Kingdom
Authorised and regulated in the UK by the Financial Services Authority, Register No. 190437

Threadneedle Portfolio Services Limited
Registered in England and Wales, Registered No. 285988
60 St Mary Axe, London EC3A 8JQ, United Kingdom
Authorised and regulated in the UK by the Financial Services Authority, Register No. 119174

Threadneedle Management Luxembourg S.A.
Registered with the Registre de Commerce et des Societes (Luxembourg), Registered No. B 110242
74 Mühlenweg, L-2155 Luxembourg, Grand Duchy of Luxembourg.

Threadneedle Investments is a brand name, and both the Threadneedle Investments name and logo are trademarks or registered trademarks of the Threadneedle group of companies.

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