Individual Investor Terms and Conditions - Italy
Please read this carefully
This website is issued in Italy by MFS Investment Management Company (Lux) S.a.r.l. – Succursale Italiana, Via Torino 2, 20123 Milan, Italy. Milan tax code and business register: 10134580967. VAT Number: 10134580967. REA: MI – 2508418. Registered C.C.I.A.A at no T 342341989.
For legal reasons, the terms and disclosure set forth below are displayed before access is granted to certain areas of the MFS Investment Management website. Once you have read the following and, provided that you are in agreement, click on the "I Agree" button at the end of the page. Note that you may elect to save the profile that you have created for future visits. If you do not agree to the terms and conditions below, do not access this website, or any pages thereof.
This website is operated by Massachusetts Financial Services Company and/ or its affiliate(s) ("MFS"). MFS is the brand name under which MFS operates its business activities. Clients will be provided MFS products or services by one or more legal entities that will be identified to clients pursuant to the contracts, agreements, offering materials or other documentation relevant to such products or services.
By accessing this website, you are confirming that you agree to the Terms of Use of the website, the use of your personal data as set out in the MFS Online Privacy Notice: United Kingdom, European Economic Area, and Switzerland, and the additional terms and conditions set forth below. You also confirm that you are located or resident in the country or region that you have selected.
You agree to comply with all local rules with respect to your use of this website, including all laws, rules, codes, and regulations of the country in which you reside and the country from which you access this website, including without limitation, all laws, rules, codes, regulations, decrees, acts, orders, directives, legislation, bills, and statutes pertaining to tax, contracts, intellectual property, securities, e-commerce, banking, technology, computers, fraud, and privacy.
This website is not directed to and should not be accessed by any person in any jurisdiction where (by reason of that person's nationality, residence or otherwise) the publication or availability of this website is prohibited. By proceeding, you are confirming you understand that MFS makes no representation that the content of this website is appropriate for use in all locations, or that the transactions, securities, products, instruments or services discussed on this website are available or appropriate for sale or use in all jurisdictions or countries, or by all investors or counterparties. This website and the content herein is for informational purposes only and nothing on this website shall be considered a solicitation to buy or sell a security, product or service (including advisory service) to any person. By accessing this website, you are representing and warranting that the applicable laws and regulations of your jurisdiction allow you to access the website, and that you have agreed to the conditions set forth herein.
The information provided on this website does not constitute a recommendation of any specific investment product, strategy, or decision. It is not intended to suggest taking or refraining from any course of action, nor is it customized to address the needs, circumstances or objectives of any specific investor. In providing this material, MFS is not providing impartial advice in a fiduciary capacity. The material is part of MFS' sales and marketing activities. MFS earns fees when clients select its products and services.
MFS recommends that investors seek independent financial and tax advice before making any investment decisions. Investment in any of the funds described in this website should only be made on the basis of the terms and conditions of the most recent applicable offering documents (including any relevant supplements). Investment in any of the advisory products or services described in this website should only be made on the basis of the terms and conditions of the related investment management agreement.
Limited license and restrictions on use
MFS grants you a limited, revocable, nonexclusive, nontransferable license to view, store, bookmark, download, and print the pages within this website solely for your personal, informational, and noncommercial use or as expressly authorized by MFS in writing. Notwithstanding the foregoing, financial advisors, trust professionals, registered investment advisors, broker-dealers, nominees and other institutional entities (collectively, "Intermediaries") may use the data and information provided on this website for certain commercial uses with MFS's prior approval or as otherwise permitted on this website, provided that such Intermediaries comply with all other terms and conditions as set forth herein. You are responsible for obtaining and maintaining all equipment, services, and other materials that you need to access this website. MFS reserves all rights not expressly granted herein. Except as otherwise stated herein or as expressly authorized by MFS in writing, you may not:
Modify, copy, distribute, transmit, post, display, perform, reproduce, publish, broadcast, license, create derivative works from, transfer, sell, or exploit any reports, data, information, content, software, products, services, or other materials on, generated by, or obtained from this website, whether through links or otherwise (collectively, "Materials");
Redeliver any page, text, image, or Materials on this website using "framing" or other technology;
Engage in any conduct that could damage, disable, or overburden (i) this website, (ii) any Materials or services provided through this website, or (iii) any systems, networks, servers, or accounts related to this website, including without limitation, using devices or software that provide repeated automated access to this website, other than those made generally available by MFS;
Probe, scan, or test the vulnerability of any Materials, services, systems, networks, servers, or accounts related to this website or attempt to gain unauthorized access to Materials, services, systems, networks, servers, or accounts connected or associated with this website through hacking, password or data mining, or any other means of circumventing any access-limiting, user authentication or security device of any Materials, services, systems, networks, servers, or accounts related to this website;
Include the term "MFS," or any MFS trademark or executive's name, or any variation of the foregoing, as a meta-tag, hidden textual element, or any other indicator that creates an impression of affiliation, sponsorship, or endorsement by MFS.
Linking conditions
You may not link to this website without the prior written permission of MFS.
Privacy Notice
By accessing our website, MFS may obtain personal data about you and your account to provide services to you. MFS may also collect certain aggregate and non-personal data when you visit our website. Please review the MFS Online Privacy Notice: United Kingdom, European Economic Area, and Switzerland for more information about the collection, use, sharing, and processing of your personal data, our business purposes for doing so, and the rights you may have under applicable privacy and data protection laws.
Cookies Policy
When accessing our website, a cookie banner will appear on your browser asking for your consent to store cookies and other tracking technologies on your device. These cookies and other tracking technologies are used for several purposes such as website navigation, improving user experience, and tracking your activity and interests on our website. Except for strictly necessary cookies that are necessary for the website to function properly, you can give or withhold your consent to the use of cookies and other tracking technologies. Please see the MFS Cookies Policy for more information about your consent, the types of cookies we use, and changing your cookie preferences.
Other considerations and termination
MFS may modify, suspend, discontinue or restrict the use and availability of any portion of this website at any time, without notice or liability. Your use of this website may be monitored by MFS and used for MFS's internal business purposes, without liability. The rights granted to you herein terminate immediately upon any violation by you of these Terms and Conditions or the Terms of Use. MFS, in its sole discretion, reserves the right to temporarily or permanently terminate your access to and use of this website at any time and for any reason whatsoever, without notice or liability. MFS will not be liable to you or any third party for any termination of your access to or use of this website.
Additional information regarding target market and product costs which are disclosed in line with applicable regulation, particularly MiFID 2 and PRIIPS, and which MFS makes available to its distributors are made available to investors upon request.
Effective Date: April 9, 2026
I confirm that I have read and accept these Terms and Conditions and the Terms of Use of this website.