Tax and Distribution Reporting
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Certain funds within Polar Capital’s Fund ranges have elected to be ‘Reporting Funds’ for UK tax purposes. If you invest in a Polar Capital Fund which has ‘Reporting Fund’ status, you will need to review the yearly information provided in the Reportable Income document posted here and include the relevant details on your UK tax return.
In order for the fund to successfully maintain Reporting Fund status, it must provide investors with the following information within 6 months of the fund’s year end: