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Compliance and legal information

The information which is made available on this website is for information purposes only and does not represent a recommendation to buy or sell securities, stocks or bonds. The information is not an appropriate basis on which to make a specific investment decision. It does not contain any legal or tax advice.

The information on this website does not represent an offer or a recommendation to enter into an investment transaction for products offered by Catella Real Estate AG ("Catella"), nor is it intended to facilitate public distribution. It should be noted that these products may be subject to sales restrictions which are contained in the respective sales documentation for the products; in particular these products may not be offered, sold or supplied within the United States.

The reproduction or dissemination of information from this website requires the consent of Catella unless it is limited to a reference / link to the entire website (www.catella-realestate.de). Insofar as this website contains links to third-party websites, Catella assumes no liability for their contents, even if these websites are designed in such a way that it is not immediately apparent that they were not authored by Catella.

Past performance is no indicator of future results. With these investment products, it is always possible that the investor will not get back the sum invested in full or at all in the event of sale or redemption. The statements made on this website do not constitute historical fact; instead they should be regarded as expectations, estimates or forecasts. They may as a result of their very nature differ from actual future results.

Although care has been taken in the creation of this website, no liability is accepted for the correctness, completeness, accuracy or appropriateness of the information and estimates contained herein. This applies in particular to any legal or tax statements. Before making an investment decision, please contact your legal advisor and/or tax advisor.

A printed copy of the current sales documentation (prospectus, general and special investment terms and conditions and key investor's information) for the products, as well as the current annual or semi-annual reports on the products may be obtained on request from Catella Real Estate AG, Alter Hof 5, D-80331 Munich. All documents are available in the German language; if you need any translations, please contact us.

Data protection notice for our customers

With this data protection notice we inform you about the processing of your personal data by us and your rights. This also applies to the data protection notice for our website.

1. Who is responsible for data protection?

Catella Real Estate AG, Alter Hof 5, 80331 Munich,
Tel. +49 89 189 16 65 -0 │ Fax +49 89 189 16 65 -466│ E-Mail office@catella-investment.com

2. How do you contact our data protection officer?

Data Protection Officer E-Mail: datenschutz@catella-investment.com

3. What data do we process and where do they come from?

We process personally identifiable information that we receive in connection with a business transaction (e.g. enquiries) or from the business relationship with you. In particular, the following data is processed: Master data (e.g. name, address and contact details, bank details, creditworthiness, tax status, date of birth, nationality), correspondence data (e.g. correspondence with you, customer care) as well as advertising and sales data (e.g. to promote products and services potentially interesting to you).

4.Why do we process your data (purpose of processing) and on what legal basis?

a) On the basis of your consent to data processing (Art. 6 (1) (a) GDPR)

If, and insofar as you have given your consent to the processing of personal data, the respective consent is the legal basis for the processing specified therein. For example, this concerns the reception of electronic customer information. You can revoke your consent at any time with effect for the future. This also applies to declarations of consent which you have given us before the validity of the GDPR, i.e. before 25 May 2018.

b) For the fulfilment of contractual obligations (Art. 6 (1) (b) GDPR)

Your data will be processed for the initiation or execution of our contracts with you, i.e., for example, for the provision of our services (administration of shares, etc.) The specific purposes of data processing are determined in detail according to the respective service and product descriptions and the associated contract documents.

c) In the context of the balance of interests (Art. 6 (1) (f) GDPR)

Your data may also be used on the basis of a balance of interests to protect the legitimate interests of us or third parties. This is done, for example, to further develop services or systems and products of ours, to ensure IT security and operation, advertising, market and opinion research, assert legal claims and defend legal disputes, prevent and provide intelligence on criminal acts, as well as for risk management and fraud prevention.

d) Due to legal requirements (Art. 6 (1) (c) GDPR)

We are subject to various legal obligations that result in data processing. These include, for example, tax laws, as well as statutory accounting, the Anti-Money Laundering Act [Geldwäschereigesetz - GwG], the fulfilment of enquiries from and requirements of national or foreign supervisory or law enforcement authorities and the fulfilment of tax control and reporting obligations.

5. Who do we share the information with?

Data is only transferred through us within the company to the departments that need these in order to fulfil the contractual and legal obligations or to fulfil their respective tasks (e.g. customer care, IT and sales). In addition, external agencies will, without exception, only receive your data if they have been contractually obliged by us as part of the fulfilment of their obligations as processors (Art. 28 GDPR) and they will ensure that they process your data in accordance with our instructions. These include, for example, the person providing a service in the divisions of customer care, property management, billing, IT and logistics. In addition, we only pass on data to persons or entities for whom you have given us your consent to the transfer of data.

6. Do we transmit data to third party countries?

Your data will only be processed within the European Union and within the European Economic Area (EEA). Otherwise, you will always be informed separately in advance, including having the right to separately oppose such data transmission at any time.

7. How long do we store your data for?

We only store your personal data for as long as the provision of the associated contractual services necessitates this. This includes not only the duration of the actual business relationship but also the processing of data as part of the initiation and execution of contracts. In addition, we are subject to various duties of storage and documentation, which result, inter alia, from the German Commercial Code as well as from tax regulations (General Fiscal Law [Abgabenordnung - AO]) and the GwG. The deadlines for storage and documentation specified therein are five to ten years. Finally, the storage period is also judged by the statutory limitation periods, for example, according to Secs. 195ff. of the Civil Code [Bürgerlichen Gesetzbuches - BGB] it is usually three years, but in some cases it can also be up to 30 years.

8. Is there an obligation to provide the personal data?

As part of our business relationship, you are only obliged to provide the personal information that is necessary for starting, conducting and terminating a business relationship. Otherwise it is not possible to conclude or execute the contract.

9. To what extent is there automated decision-making in individual cases?

In principle, we do not use automated decision-making pursuant to Art. 22 GDPR to establish and conduct the business relationship. If we use these procedures in individual cases, we will inform you about this separately.

10. To what extent do we use your data for profiling?

We process your partially automated data with the aim of evaluating certain personal aspects (so-called "profiling" according to Art. 4 No. 4 GDPR). For example, profiling is used to identify a potential interest in our products and services. This evaluation is done, for example, using statistical methods that draw on current customer data and customer data from the past. We use the results to be able to address you in a more market-tailored and targeted way.

11. Which data protection rights do you have?

Under the respective legal requirements, you have the right to request confirmation at any time as to whether we process personal data and you have the right to obtain information (Art. 15 GDPR, Sec. 34 Federal Data Protection Act [Bundesdatenschutzgesetz - BDSG]) on such personal data. In addition, you have the right to rectification (Art. 16 of the GDPR), deletion (Art. 17 of the GDPR, Section 35 BDSG) and limitation of data processing (Art. 18 of the GDPR), as well as the right to oppose at any time the processing (Art. 21 GDPR) of the personal data or to revoke the consent to data processing at any time or to request the transfer of data (Art. 20 GDPR). In addition, you have the right to complain to a supervisory authority in the event of data protection breaches (Art. 77 GDPR, Sec. 19 BDSG).

12. Separate reference to your right of opposition

1. Case-specific right of opposition

You have the right, for reasons related to your own particular situation, to file an opposition at any time to the processing of personal data concerning you pursuant to Art. 6 (1) (f) of the GDPR (data processing based on a balance of interests). This also applies to a profiling based on this provision within the meaning of Art. 4 No. 4 GDPR, which can be used, for example, for customer advice and customer service and for sales purposes. If you file an opposition, your personal data will no longer be processed unless it is proven by CATELLA REAL ESTATE AG that there are compelling legitimate reasons for the processing that outweigh your interests, rights and freedoms, or if the processing serves the purpose of asserting, exercising or defending legal claims.

2. Right of opposition to the processing of data for direct marketing purposes

CATELLA REAL ESTATE AG can also process your data for direct marketing in accordance with the statutory provisions. You have at any time the right to oppose the processing of personal data relating to you for the purposes of such marketing, without incurring any costs of transfer other than those at the basic rates. This also applies to the profiling, insofar as it is associated with such direct marketing. If you oppose the processing for the purposes of direct marketing, we will no longer process your personal data for these purposes. The opposition can be made without having to fill out a form. The contact details can be found in Section 1.

Data security officer
In case of questions, please do not hesitate to contact our Data Security Officer as follows:
datenschutz@catella-investment.com