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CISelectGlobalEquityFund_2019_PFIC_Annual_Information_Statement.pdf
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🔗 Source: funds.cifinancial.com
📊 Size: 45 KB
📄 Pages: 2 pages
⬇️ Downloads: 89

Summary

CI Investments Inc. is providing a Passive Foreign Investment Company ("PFIC") Annual Information Statement for a mutual fund, enabling US taxpayers to treat the fund as a Qualified Electing Fund ("QEF") for US federal income tax purposes. The statement contains information on ordinary earnings, net capital gains, and cash/property distributions, which can be used to complete Form 8621. US taxpayers are advised to consult their tax advisors regarding the overall tax consequences of owning mutual funds and their US tax reporting requirements.

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CI Investments Inc.

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  • File Format: PDF
  • File Size: 45 KB
  • Pages: 2
  • Language: EN
  • Total Downloads: 89
  • Last Updated: 12 hours ago

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