What tax information do I need to be aware of?
Funderbeam is not able to provide tax advice to investors or to companies, or to assist with any tax planning. You should consult a tax adviser or other suitable financial professional in order to assist you with your tax position.
How can I declare the taxes?
You should declare taxes based on your tax residency and applicable regulations. Your trading and investing information history is accessible and available on your dashboard under the “Balance statement” tab.
Where can I get my tax documentation?
For the book-keeping purposes, if you invested in a Special Purpose Vehicle (SPV) domiciled in Estonia your investment is considered a loan. For this loan, you can find the Lending Terms under the syndicate “Documents” tab, and the Payment Notice from the “Payment Notices” tab on your dashboard where all the details of your loan are specified.
Warning: This information is provided by way of general, overall outline only, and does not constitute tax advice. Investors are required to seek their own tax counsel.