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Chile: Collective investment vehicles

01 July 2012



Marcelo Laport
Mónica Justiniano
Portfolio investors prefer to pool their funds with other investors in a collective investment vehicle, rather than investing directly by themselves, because of the economic benefit that this kind of investment provides. Moreover, it has become more common for small investors to participate in world-wide funds. As a consequence, it turns out to be important to have certainty regarding the tax burden involved, considering that one of the primary purposes of a tax treaty is to reduce tax barriers on cross-border trade.

The question is how tax treaties deal with different tax systems and at the same time provide neutrality between a direct investment and one performed through a collective investment vehicle, with the purpose...



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