Private Management Account
What is a CGP ?
The CGP is a savings account managed in a personalized way. Payments are free and withdrawals are only possible after a period of one year from the opening of the account.
The paid-in capital is immediately invested in a
SICAV while waiting for investment opportunities in listed shares, previously selected, to arise.
The
CGP is designed to invest mainly in listed shares and secondarily in SICAVs and is therefore high risk.
Personalized management
TUNISIE VALEURS acts as a professional agent, held to an obligation of means, that to make your savings grow.
Our experience and our expertise will be put at your disposal to select you the most opportune investments to constitute you a portfolio of shares.
Your personalized portfolio will benefit from the recommendations of our financial analysts who constantly select the stocks with the best prospects and will also consider the investment horizon that you will periodically indicate to us.
Tax Advantages
Capital gains on the sale of listed shares (when the sale takes place after the end of the year following the year of acquisition) are tax exempt. It should be noted that capital gains on the sale of shares purchased before January 1, 2013, are not taxable.
The taxation of capital gains on the sale of shares purchased after January 1, 2013, only applies if the sale takes place before the end of the year following the year of acquisition. The tax rate is 10% on the capital gain (net of capital losses) with an exemption of up to 10,000 dinars per year.
Dividends are exempt for legal entities and subject to a 10% withholding tax for individuals.
The taxation of capital gains on the sale of shares purchased after January 1, 2013, only applies if the sale takes place before the end of the year following the year of acquisition. The tax rate is 10% on the capital gain (net of capital losses) with an exemption of up to 10,000 dinars per year.
Dividends are exempt for legal entities and subject to a 10% withholding tax for individuals.
Become a customer
Take advantage of personalized services
to manage your assets well
An assistance on demand
Advisors available by phone, live chat and via social networks from Monday to Friday from 8am to 5pm and Saturday from 9am to 12pm.
Your day-to-day operations in a few clicks
thanks to a secure mobile application and an electronic trading platform.
A dedicated advisor to assist you
available by appointment, in branch or remotely.