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Invesco

Financials

42

out of 100. Number 281 of 512, counting from the worst.

  • Arbitration 0 of 20, good
  • Renewals 2 of 20, good
  • Data sharing 12 of 20
  • Price & terms 13 of 15, bad
  • Data retention 7 of 15
  • Other findings 8 of 10, bad

Where Invesco does well

  • Arbitration 0 of 20. Nothing found.
  • Renewals 2 of 20. Few problems found.
  • No forced arbitration or class-action waiver found in Invesco's website terms: section 2 sends disputes to New York State Supreme Court or the US District Court for the Southern District of New York — your right to sue in court is preserved, unlike brokers/advisers that route you into FINRA or AAA arbitration.
  • The Reg S-P FACTS privacy notice (Rev. March 5,
  • answers 'No' / 'We do not share' for every optional row: marketing to you, joint marketing with other financial companies, affiliates' everyday business, affiliates marketing to you, and nonaffiliates marketing to you.
  • Corporate site policies state plainly: 'Information about users of this website is not sold to third parties.'
  • No consumer subscription or auto-renew trap: Invesco sells funds, not subscriptions, and eDelivery consent explicitly survives only 'until revoked' and can be withdrawn in writing or online at no charge.

Invesco can rewrite its website terms whenever it wants, with no notice to you — your continued browsing counts as agreeing to whatever the new version says.

The fine print

7 clauses and findings from the draft archive, dated 1 October 2026. The plain English comes first; the small print is the company's own words. None of these has been checked yet.

  1. Invesco can rewrite its website terms whenever it wants, with no notice to you — your continued browsing counts as agreeing to whatever the new version says.

    Invesco reserves the right, at our discretion, to change these Terms and the contents of the Web Site at any time without further notice.

    Terms of Use | Invesco Corporate

  2. Your retirement-account agreement can be amended on the basis of a notice they send you — no signature or re-consent from you — and the funds you hold can likewise change their prospectus terms over time.

    I understand and agree that the Custodian may amend the Custodial Agreement by providing me written notice of any such amendment and that the mutual funds in which I invest may and will amend their prospectuses from time to time by giving me written notice of such amendments.

    403(b)(7) Participant Account Application (Invesco Distributors, Inc.)

  3. Invesco reserves the right to hand over any information you provide whenever it decides it is necessary for legal or regulatory reasons, with no promise to tell you first.

    Except as may be expressly limited by Invesco privacy policy, Invesco reserves the right at all times to disclose any information as Invesco deems necessary to satisfy any applicable law, regulation, legal process or governmental request, or to edit, refuse to post or to remove any information or materials, in whole or in part, in Invesco's sole discretion.

    Terms of Use | Invesco Corporate

  4. Simply entering your info on Invesco's corporate website is treated as consent for it to be shared with ad and marketing companies to build marketing campaigns; withdrawing that consent means emailing a regional privacy address.

    By providing us with your personal data through this website, you knowingly consent to the use of your personal data as specified above... we may share such information with our service providers and advertisers who will assist us in the formulation of marketing strategies.

    Site policies | Invesco Corporate

  5. Closing your Invesco account does not stop your personal financial data (SSN, income, transaction history) from being shared the way the privacy notice already allows — there is no stated deletion commitment for former customers.

    When you are no longer our customer, we continue to share information about you according to our policies.

    FACTS — What does Invesco do with your personal information? (Rev. March 5, 2020, included in Invesco account application forms)

  6. If Invesco's website harms you — bad data, errors, outages, even viruses — the most you can ever recover is $50, even if they knew the damage was possible.

    IN NO EVENT SHALL INVESCO'S TOTAL LIABILITY TO YOU FOR DAMAGES, LOSSES, AND CAUSES OF ACTION... EXCEED THE GREATER OF THE AMOUNT PAID BY YOU FOR ACCESSING THE WEB SITE AND $50.00 USD.

    Terms of Use | Invesco Corporate

  7. Open a 403(b) with Invesco and hold less than $50,000 across your Invesco accounts, and $30 is pulled from your balance every year automatically — small investors pay the most, proportionally.

    I consent to the custodial fees specified, and I understand that a $30 maintenance fee will be deducted annually from my account if the total assets held in my retirement and nonretirement accounts held directly at Invesco, excluding 529 plans, is less than $50,000 on the day the fee is assessed.

    403(b)(7) Participant Account Application (Invesco Distributors, Inc.)

How these were found

Documents read via browser_open (corporate Terms of Use and corporate Site Policies) on Oct 1, 2026. The corporate Terms of Use states it was 'last updated on January 24, 2022.' The account-form language (403(b)(7) application, Coverdell/Facts privacy notice, form PN-INS-1 02/26, privacy notice Rev. March 5, 2020) was verified via search-engine snippets served from official invesco.com PDFs and the /us-rest/ content-detail URLs, not via a full browser_open fetch of each PDF; quotes reflect those official-domain snippets. No verbatim mirrors (OpenTermsArchive/PrivacyTracker/Difficode) were needed. Score reflects US website + US mutual-fund account documents as of Oct 2026; EMEA/Asia documents (which use different terms and GDPR notices) were excluded.

These notes come from the original draft and are not independent verification.