An investment account is a current account linked to a securities account. It is used to transfer money in transactions in securities and deposit services. The investment account is not envisaged for other types of transactions.
When using an investment account, personal income tax (PIT) becomes due only when money from an investment account is being withdrawn or transferred to another account.
An investment account is particularly intended for transactions in funds, stocks, bonds, and ETFs.
An investment account is suitable for you if:
You do not need an investment account if:
If necessary, you can transfer money to your investment account from your current account for daily transactions.
You can have investment accounts with several banks.
You may defer the payment of PIT on capital gains if you are investing through your investment account.
The tax is due only if the disbursements out of the investment account exceed the contributions into it.
A positive difference must be included in the annual income tax return and subject to income tax. If PIT has already been withheld from income from trading in securities or deposit services, then you will be able to reduce your taxable income by this amount.
Preparing the annual income tax return
You will be provided with an opportunity to receive your investment account statement to be used as a basis for completing your annual income return.
In force from | In force to | |
---|---|---|
Investment Account Agrement Terms and Conditions |
06.02.2019
|
In force
|
Investment Account Statement Terms and Conditions |
10.06.2019
|
In force
|
Services | Fees |
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Opening, servicing per month, closing | Free of charge |
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