Privacy Policy

Thank you for visiting the Union Investment website, and for your interest in our company and our products and services.

We know that our customers value the privacy of their data. The protection of your personal data is very important to us, especially in terms of protecting your right to privacy. If you provide us with your personal data, we will treat it with customary banking diligence and in accordance with the provisions of applicable data protection law.

On this page, we would like to inform you about the types of personal data we collect when you visit our website and the purposes for which we process this information.

The party responsible for the lawful processing of your data is Union Investment Institutional GmbH, Weißfrauenstraße 7, 60311 Frankfurt am Main, Germany ( Our data protection officer can be contacted at

What is personal data?

Personal data as defined in Regulation (EU) 2016/679 (General Data Protection Regulation, GDPR) is any information relating to an identified or identifiable natural person. This data is subject to data protection law, particularly the provisions of the GDPR and the Federal Data Protection Act (BDSG), and is protected by technical and organisational measures.

Collection of usage data

When you visit our website, we save each access in a log file. We capture the following data and store it until it is automatically deleted:

the IP address of the requesting computer, the date and time of access, the pages that you visit on our website and the website from which our site was accessed. These items of data are collected and processed for the following purposes: to ensure the continued security and stability of the system, to optimise our internet services and to generate and evaluate internal statistics and browsing profiles.
Article 6 (1) sentence 1, f GDPR constitutes the legal basis for the processing of this data.


Our websites use cookies. Cookies are small text files that are stored on the user’s computer and exchange certain settings and data with our systems via the user’s browser.

A cookie normally contains the name of the domain from which the cookie data was sent as well as information on the lifetime of the cookie and an alphanumerical identifier. Cookies enable us to make the website more appealing to you and to make it easier for you to use, for example by saving certain information that you have entered so that you don’t have to enter it again. They enable us to continuously optimise our advertising.

Users can make a change in the settings of their web browser to disable or restrict the placement of cookies. Cookies that have already been stored can be deleted at any time. This process can also be automated. Visitors who disable the use of cookies for our website may find that they are no longer able to use the full range of the website’s functionalities.

Web analysis tools

In order to collect statistical usage data for our website and to optimise our service accordingly, we employ the services of Webtrekk GmbH (‘Webtrekk’). Webtrekk is certified by the TÜV product standards regulator in Saarland for data protection in the area of web controlling software.

Webtrekk’s technology uses a pixel to collect and store anonymised data for optimisation purposes only. Usage profiles are generated from this data under a pseudonym. Cookies may also be used for this purpose, but only if they collect and store data exclusively in a pseudonymised form. The data will not be used to personally identify visitors to this website. You can configure your browser settings so that you are notified as soon as the website wants to place a cookie, giving you the option to reject it. You may also prevent the use of cookies by selecting the appropriate settings on your browser. As a consequence, you may not be able to use the full range of functionalities of this website. No personal data is stored. The IP address of the user is anonymised and cannot be traced back to the website visitor.

If you specifically do not want to be tracked for this site, you can opt out here.

Data you provide to us

Personal data is always processed in accordance with the European General Data Protection Regulation (‘GDPR’) and the Federal Data Protection Act (‘BDSG’).

We have to process personal data associated with your use of our website for technical reasons. When you visit our website, we therefore process information such as your IP address and browser data, and the date and duration of the visit, to ensure the stability and security of our systems. Article 6 (1) f GDPR constitutes the legal basis for the processing of this data.

Data that you send to us via a contact form will be forwarded to the department responsible for processing the enquiry, where it will be processed. If you use the contact form, personal data such as your name and your contact details (email address, postal address etc., if you have provided these) will be processed. Generally, we need you to provide contact details so that we can deal with your enquiry, as we would otherwise be unable to contact you.

We – or more specifically Union Investment Institutional GmbH, as the company responsible for handling your enquiry – use this information exclusively for dealing with your enquiry. This includes answering your specific enquiry/providing the information requested, and sending you the requested information material (via a mail-handling service subject to a duty of confidentiality, where appropriate). Your data will not be disclosed to third parties. Article 6 (1) b GDPR and Article 6 (1) f GDPR constitute the legal basis for the processing of the aforementioned data.

The protection of your personal data is very important to us. In addition to content moderation, we therefore use technical and organisational measures to adequately protect your data. Your data will be stored on specially protected computers. The reading and further processing of your data is subject to strict internal regulations and is carried out only for the purpose for which you have provided it to us.

Social Media

Union Investment Institutional GmbH uses the services of LinkedIn and Xing.

Union Investment Institutional GmbH has drawn up a detailed privacy notice relating to the use of LinkedIn, which is available here.

Union Investment Institutional GmbH has drawn up a detailed privacy notice relating to the use of Xing, which is available here.

Subscriptions to newsletters and customer magazines

If you would like to subscribe to the newsletter offered on our website, we need your business email address, your name, and the name of the company you work for. Your job title is optional. No other data is collected. We use this information exclusively for the purpose of sending the newsletter and do not share it with third parties.

For subscriptions to customer magazines, we also need your address details so that we can post the magazines to you.

You can revoke your consent to the storage of data and to the use of this data for sending newsletters and customer magazines at any time by emailing Customer Service at

Article 6 (1) sentence 1 a GDPR constitutes the legal basis for the processing of the aforementioned personal data.


The personal data that is processed includes the first and last name, company, address, job title, email address and phone number of the persons attending the event. Virtual events held online can be – but do not have to be – recorded by the controller. Only the livestreamed video and audio will be recorded. If participants have the opportunity to contribute verbally during a recording, they will be notified in advance that the event is being recorded. Article 6 (1) sentence 1 a GDPR constitutes the legal basis for the processing of the aforementioned personal data if an event is recorded. You can revoke your consent to the storage of data and to the use of this data in connection with event registration at any time by emailing Customer Service at

During events, there may be a function that allows participants to chat publicly or privately with other participants. These chats are not included in the recording but the first and last names of the participant remain visible while they are participating in the chat.

Participants may also be able to send questions to the speakers using the chat function. In some instances it may not be possible to answer these questions fully during the event. The question and the name of the person asking the question will then be saved until it has been fully answered afterwards.

Sharing with third parties

Your data is shared with departments and offices within the company where this is necessary to fulfil the purpose for which it is collected (e.g. dispatch of newsletters or processing contact enquiries).

We use the services of third-party providers for certain technical tasks in connection with data analysis, processing or storage. These providers are selected very carefully and meet high data protection and data security standards. They are obliged to maintain strict confidentiality and process data only as requested and instructed by us. A data processing contract within the meaning of Article 28 GDPR constitutes the legal basis for this sharing of personal data.

We do not share your data with third parties other than in the cases described in this Privacy Notice, except where we are required to do so by law or by order of a public authority or court of law.

In such cases, we may pass your data on to the following parties:

Deutsche Bundesbank, the Federal Financial Supervisory Authority (BaFin), the Federal Court of Audit, the European Central Bank etc., where we are obliged to so do by law or by order of a public authority.

Your personal data will only be shared with other parties if you have given your effective consent.

Storage period

We store the usage data described under clause 2 for a period of 18 months. In other instances your personal data will be erased when it is no longer required for the specified purposes, unless statutory retention periods require us to store it for longer.

Rights in relation to your stored personal data

Pursuant to Article 15 GDPR, you have the right to demand access to the personal data about you that is being stored by Union Investment Institutional GmbH. If you find any of this personal data to be inaccurate or incomplete, you have the right under Article 16 GDPR to demand that such data be rectified or completed without delay. Under the circumstances set out in Articles 17 (1) and 18 (1) GDPR, you also have the right to demand the erasure of your personal data or a restriction of the processing of this data.

If your personal data is being processed based on your consent (Article 6 (1) a GDPR) or based on a contract (Article 6 (1) b GDPR), then you have the right under Article 20 GDPR to receive a copy of your personal data on record in a structured, commonly used and machine-readable format and to demand that this data be transmitted to a third party. If you have given your consent, you are free to revoke your consent at any time. If your personal data has been processed on the basis of legitimate interest (Article 6 (1) f GDPR), you have the right to object to this processing at any time under Article 21 GDPR.

If you wish to lodge a complaint in relation to the use of your data, you can also contact the competent supervisory authority.

This Privacy Policy was last updated in March 2021.

We reserve the right to update or add to this declaration as necessary (if new products and services are offered or if there are further developments to internet and IT security technology). Any amendments will be published on this page.