الوحدة

Investor Classification

FTA Circular 36 safe-harbor criteria.

Private Investor
  • Holding period >= 6 months: PASS (Average 426 days)
  • Volume <= 5x starting balance: PASS (Ratio 2.10x)
  • Capital gains < 50% of income: PASS (Ratio 23.0%)
  • Low/no debt financing: PASS (No debt financing detected)
  • Derivatives for hedging only: PASS (No speculative derivatives)
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