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Personal Information Privacy Notice

Last updated August 2024

This Personal Information Privacy Notice applies to the following Voya Investment Management companies:

  • Voya Alternative Asset Management LLC
  • Voya Investment Management Co. LLC
  • Voya Investment Management LLC
  • Voya Investment Trust Co.
  • Czech Asset Management, L.P.

Financial companies choose how they share your personal information.  Consumers may have the right to limit some but not all sharing under state, federal, and international law. Applicable law also requires us to tell you how we collect, share, and protect your personal information.  Please read this notice carefully to understand what we do.  

1. What personal information do these Voya Investment Management (Voya IM) companies collect?

The types of information we collect and share depend on the product or service you have with us. This information may include your name, postal address, email address, phone number, Social Security number, driver’s license number, passport number, professional or employment-related information, account balance, assets, income, transactions, investment experience, marital status, dependents, beneficiaries. If you visit our website, we may collect your Internet Protocol (IP) address, geolocation, mobile device ID, browsing history, search history and information regarding your interaction with our web sites, applications and advertisements, and inferences drawn therefrom. We collect personal information, for example, when you use our website, open an account, give us your contact information, seek advice about your investments, or tell us about your investment portfolio. We may also collect your information from others, such as affiliates or other companies.

2. How do these Voya IM companies use my personal information?

We use your personal information for our everyday business purposes, such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, and detect and prevent fraud. We may also use your information for our marketing purposes in order to offer our products and services to you.

3. Do these Voya IM companies share my personal information with third parties?

We do not sell personal information and only share your information as described in this Privacy Notice. All financial companies need to share customers’ personal information to run their everyday business. We may share your personal information as necessary to administer, service or otherwise maintain your accounts and as otherwise permitted by law. We may also share information about your transactions and experiences with our affiliates for their everyday business purposes.  Except as required or permitted by law, we will not share your information either with our affiliates or with nonaffiliated third parties to market to you unless we have previously notified you of our intent to share and given you an opportunity to limit this sharing.

We have the right to use or share personal information as necessary to comply with any law, regulation or legal request, to protect our online products and services, to bring or defend legal claims, to protect the rights, interests, safety and security of our organization, our employees, or members of the public, or in connection with investigating fraud or other crime, or violations of our policies.

4. How do these Voya IM companies protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

5. How will changes to this privacy notice be communicated?

We reserve the right to amend this notice at any time, but we will notify our customers of any material changes.

6. Are there additional provisions applicable to residents of specific states?

For additional information about the categories of information each of these Voya IM companies may collect and share, the individual rights granted to you under certain state laws, and how to exercise those rights, you can view the Voya Supplemental State-Specific Privacy Notice (Download PDF) here.

7. What if I do business with other Voya companies?

Please note that our affiliated Voya companies have separate privacy notices addressing personal information they collect, including without limitation Voya Investments Distributor, LLC, Voya funds, the Voya Financial insurance companies and Voya Financial Advisors, Inc.

8. Are there additional provisions applicable to residents of the EEA?

For additional information about the categories of information each of these Voya IM companies may collect and share, the individual rights granted to you under European law, and how to exercise those rights, you can view our Supplemental General Data Protection Regulation (GDPR) Privacy Notice (Download PDF) here.

The IAdvisor 529 Plan is offered by the Iowa Educational Savings Plan Trust, a trust organized under Iowa law and administered by the Iowa State Treasurer’s Office. The Treasurer of the State of Iowa is responsible for overseeing the administration of the IAdvisor 529 Plan. Voya Investment Management (Voya IM) provides investment management and administrative services for the IAdvisor 529 Plan. Shares in the program are distributed by Voya Investments Distributor, LLC, Member FINRA/SIPC. This web site is accompanied by a current program description for the IAdvisor 529 Plan.

The Options in the IAdvisor 529 Plan are not mutual funds, although they invest in mutual funds. An investment in the IAdvisor 529 Plan is an investment in municipal securities and the value of the Options will vary depending on the value of the underlying funds in which the Options invest. Investment returns are not guaranteed and you could lose money by investing in the IAdvisor 529 Plan.

These securities are not registered with the U.S. Securities and Exchange Commission (“SEC”) or any state, nor is the IAdvisor 529 Plan or any of the IAdvisor 529 Plan Options registered as an investment company with the SEC or any state.

If you are not an Iowa taxpayer, consider before investing whether your or the beneficiary's home state offers a 529 plan with favorable state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that may only be available through investments in that state's 529 plan and which are not available through investment in the IAdvisor 529 Plan.

Non-qualified withdrawals may be subject to federal and state taxes and an additional federal 10% tax.

The tax information herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.

Voya Investment Management does not control or endorse and is not responsible for third-party Web sites to which this site links.

Voya Investment Management is not an underwriter for any underlying municipal securities

An investor should consider the investment objectives, risks, charges and expenses associated with the IAdvisor 529 Plan before investing. More information about the IAdvisor 529 Plan is available in the Program Description. You may download a Program Description or request one by calling 800-774-5127. The Program Description should be read carefully before investing.

Voya Investments Distributor, LLC, the distributor of the Iowa advisor-sold 529 plans, is registered with the U.S. Securities and Exchange Commission and the Municipal Securities Rulemaking Board (“MSRB”). The website address for the Municipal Securities Rulemaking Board is www.msrb.org; The MSRB website includes an investor brochure which describes: (i) the protections that may be provided by the Municipal Securities Rulemaking Board rules; and (ii) how to file a complaint with an appropriate regulatory authority.

NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

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