Search found 2 matches

by meo92
Tue Mar 03, 2020 10:15 am
Forum: Stock market investing
Topic: Transfer assets between brokers without selling
Replies: 2
Views: 2272

Transfer assets between brokers without selling

After a particularly poor experience with SBI I would like to transfer all of my investments to another broker (without selling and incurring transaction fees etc.) I currently hold an iDeco, a couple of years of NISAs, and some investments in a taxable account. I cannot really find any information ...
by meo92
Fri Apr 12, 2019 1:05 pm
Forum: Stock market investing
Topic: Looking for advice on my portfolio and investing in a foreign REIT
Replies: 5
Views: 2326

Looking for advice on my portfolio and investing in a foreign REIT

I am looking to purchase this fund (三井住友DS-三井住友・DC外国リートインデックスファンド - Sumitomo Mitsui DS-Sumitomo Mitsui DC Foreign Reit Index Fund) to use in my SBI iDeco. I was wondering if there are any unnecessary tax implications; I know investing in certain US based funds can result in being taxed both by the U...