What are the tax implications for Birdee portfolios?

Owning a securities account always has tax implications.

Although we cannot advise our clients, we accompany them so that they can have all the information they need to manage their tax situation. But, the fiscal responsibility remains in the hands of the investor himself. It is your responsibility to declare all the elements relating to your securities to the tax authorities.

The main elements of the taxation of Birdee portfolios composed solely of ETFs are namely:

  • Tax on stock market transactions (TOB)
  • Dividend tax
  • Capital gains tax
  • Tax on security account
  • Declaration of an account abroad
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