Your InvestEngine Business Account invests in a range of exchange traded funds (ETFs) that are listed and traded on the London Stock Exchange. These ETFs invest in shares, bonds and alternative assets such as gold.
Your investment returns could variously consist of dividend income, interest income and capital gains/losses.
The ETFs in your portfolio are domiciled (based, in legal terms) in Luxembourg or Ireland. This means that the income you receive is categorised as “overseas dividends” or “overseas interest” — even where the ETF is invested in UK shares or bonds.
This income categorisation is shown in the Consolidated Tax Certificate (CTC) which we provide you with at the end of each tax year.
Capital gains and losses are shown separately in the Capital Gains Tax Report which we also provide you with at the end of each tax year.
Should you require a CTC or Capital Gains Tax Report for a period other than the tax year ending 5 April, please email firstname.lastname@example.org.