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Spring 2013 Seminar Series
Tax obligations in Austria
20 June 2013
Vienna International Centre, Room G0545
If you have substantial assets, a professionally managed account may be an attractive alternative to mutual funds. With a professionally managed account, your money is typically kept separate from other investors and managed according to your personal investment objectives, tax considerations and liquidity needs.
Professionally managed accounts offer a high level of diversification in your portfolio. However, a professionally managed account may have much higher investment minimums and will employ a different fee and expense structure.
To learn more about Professionally Managed Accounts, contact a financial advisor at UNFCU Advisors GmbH.
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UNFCU Advisors GmbH is authorized to conduct investment advisory activities as a tied agent pursuant to §1 Z 20 iVm § 28 Wertpapieraufsichtsgesetz 2007 ("WAG 2007"). UNFCU Advisors GmbH is listed in the register of tied agents of the Austrian Financial Market Authority, which can be accessed at www.fma.gv.at . A tied agent may only operate on behalf of a securities firm. UNFCU Advisors GmbH is a tied agent of Moventum S.C.A., a securities firm in accordance with RL 2004/39/EG, and a distributor of financial instruments in accordance with § 1 Z 6 WAG 2007. Moventum S.C.A. has many years of international experience in the area of investment advisory services.