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What tax treatment applies?

Taxation of gains on the resale of FCT units

The gain on the resale of FCT units is defined as the difference between the resale value of the units and their average purchase price.

The gain is subject to social security contributions and income tax, through a flat-rate tax of 30% (“flat tax”).

Investors may, under certain conditions, apply for exemption from income tax (12.8%).

This tax is deducted by Younited Credit at the time of resale, and the amount is passed on to the tax authorities.

Each year (at the beginning of the year), investors receive a single tax form (IFU) for declaring income to the tax authorities.

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