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Mensuel de octobre 2025 - Fonds d’investissement

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SIA – The EC’s BluePrint for Tax-incentivized Investment Accounts
By Dr. Sebastiaan Niels HOOGHIEMSTRA, Loyens Loeff Luxembourg *   On 30 September 2025, the European Commission (“EC”) published a Recommendation on increasing the availability of savings and investment accounts (“SIAs”) with simplified and advantageous tax treatment. The Recommendation proposes a blueprint for the creation of tax-incentivized SIAs aimed at providing EU citizens with simple and accessible investment opportunities. This contribution examines the implications of the Recommendation with a particular focus on the role that (Luxembourg) fund managers and the UCITS and AIFs they manage could play.   Unlock Europe’s Savings Potential   EU citizens are among the world’s highest savers holding around...
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