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Module 120 min2496 wordsFree — no account

Three kinds of fund income, and one of them is never paid out

A way to check what has landed — no marks, no account · 1 section · 334 words · 6 min

Test yourself

Question 1 of 6

Question 1 of 6

Which kinds of investment income does section 16(1) InvStG recognise?

Question 2 of 6

Question 2 of 6

How is the arithmetical base yield worked out?

Question 3 of 6

Question 3 of 6

Who publishes the relevant base rate?

Question 4 of 6

Question 4 of 6

A fund unit loses value over the year. How large is the advance lump sum if nothing was distributed?

Question 5 of 6

Question 5 of 6

Units are bought on 5 July. By how much is the advance lump sum reduced in the year of purchase?

Question 6 of 6

Question 6 of 6

What may the custodian bank do when tax arises on the advance lump sum but nothing is paid out?

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Educational content, current with the sources cited. It does not replace advice tailored to your situation. These courses are neither certifying nor CPF-eligible: they prepare for no certification registered with the French RNCP or specific register.