EFA services in the context of the new German Investment Tax Reform Act

EFA has developed a service for equity and balanced funds (including funds of funds) in classifying the instruments in their portfolios according to the new law to determine such funds' own percentage of "Kapitalbeteiligungen" (equity participation).

EFA's service allows investment funds to compute, monitor and publish its effective ratio of Kapitalbeteiligungen with each NAV, starting 1 January 2018. More information.

For more information, please do not hesitate to contact Laurent Bouchet, Head of Product Development.