INVESTMENT PLAN
This investment plan is free of charge. The same applies if you want to stop it. However, entry fees are due each time you invest in a fund of your choice: 2.50% of the invested amount (unless otherwise stated). Ongoing fees vary from year to year and are deducted from the fund's value.
When you purchase one or more shares of a fund, you pay these fees in exchange for the marketing and professional support you receive when you subscribe to a fund.
Some funds may be invested in securities for more than 10%. When you sell these funds, you pay 30% professional withholding tax on the returns on these securities, i.e. on part of your total potential profit.
Stock exchange tax (TOB)
You do not pay the tax when you enter. If you exit – i.e. sell – you’ll pay 1.32% tax on capitalisation shares, with a cap of €4,000. This tax is levied on the value of your investment at the time of sale. This information applies to ordinary investors in Belgium and is subject to change.
Perhaps you are not familiar with investments? Do you have questions about how to invest and about investments? We are available to advise you. Discover the different types of investments and the pricing of main securities transactions.
