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How is tax levied on my investments?

Updated over a week ago

As a Dutch resident individual your investments are regularly taxed in Box 3 unless you have a very specific tax situation. In that case you should consult your tax advisor as UpToMore does not provide tax advice.

You can find general tax information in Section 8 of our Prospectus.

Good to know: We invest in ETFs that automatically reinvest dividends—this boosts your returns and means you don’t have to track dividend tax yourself.

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