It’s widely expected that as of 01.01.2018 the “Investmentsteuerreformgesetz (InvStRefG)” which will change the current “Investmentsteuergesetz (InvStG)” may become effective.

FSC is performing several in depth system reviews and establishing standard solutions which adjustments are potentially necessary for SimCorp Clients with a German investor / client base.

Especially the individual adaptions in SimCorp Dimension are verified by FSC on a case to case base depending on the general systems and accounting settings respectively the individual investment fund structures.

The reform to change the whole basis of taxation of investment funds for private and institutional investors with tax liability in Germany. For example, in the current state of planning by the legislature the transparency principle is to be abolished after the fund investments are to be equated with direct investments. The current draft your will find here see

Contact us already now to identify your needs to implement the new regulations in your system.