Frequently Asked Questions

What is the tax on investment accounts?

The Belgian government introduced a new tax on investment accounts held by individuals with Belgian and foreign financial institutions. A tax rate of 0.15% is due when the average total value of taxable securities during the ‘Reference Period’ is equal to or in excess of EUR 500,000.

The average total value is calculated over a period of twelve months defined as ‘Reference Period’. The Reference Period runs from 1 October to 30 September, taking into account the values of investment account(s) on certain ‘Reference Points’, which are the quarter end dates (31 December, 31 March, 30 June and 30 September) and account opening/closing dates of the investment accounts. 

This tax applies on the following securities offered by MeDirect:

  • Shares
  • Bonds
  • Trackers
  • Mutual Funds