Which tax certificates will I receive from 22seven?

If you've invested in the Old Mutual Top 40 Index Fund, the Old Mutual FTSE RAFI All World Index Feeder Fund and the Old Mutual Core Diversified Fund through 22seven, and depending on which type of investment you've taken, 22seven will generate the following tax certificates for you after the tax year has ended. Any given tax year starts on the 1st of March until the end of February the following year.

  • IT3b Income Tax Certificate, which displays interest and dividends:
    If you have a Core Diversified, FTSE RAFI and Top 40 investment that is not tax free, you'll receive one of these certificates displaying your consolidated tax information.
  • IT3c Capital Gains or Losses, which displays capital gains or losses:
    If you have a Core Diversified, FTSE RAFI and Top 40 investment that is not tax free, AND you've withdrawn money or switched money to another investment in the tax year, you'll receive one of these certificates displaying your consolidated tax information.
  • IT3s Tax Free Investment, which displays tax free investment information:
    If you have a Core Diversified, FTSE RAFI and Top 40 investment that is tax free, you'll receive one of these certificates displaying your consolidated tax information.

💡 Find out more about investments, or which type of investments are available through 22seven.

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