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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
On 1 January 2012, the Italian government introduced a single harmonized 20% withholding tax rate on income and capital gains arising from financial instruments. This rate was subsequently increased to 26% on 1 July 2014. However, a reduced rate of 12.5% is applicable to income and capital gains arising from government bonds and similar securities, which are issued by Italy and other countries, as listed on the Italian white list.
As a result, the funds are required to determine the percentage of their assets invested in such government bonds and similar securities, in order for investors to benefit from the reduced rate on the income and capital gains deemed derived from that portion of the funds’ assets.
For each of the funds registered for retail distribution in Italy, please find in the report below the applicable percentage.