The following documents will be sent:

• Annual securities account statement
• Annual tax certificate (information on the tax certificate)
• Statement of income

Please note the following: Documents in InfoManager are to be regarded as originals. There will be no additional postal dispatch.

As in previous years, the certification of capital-forming benefits is only sent electronically directly to the tax office.

Due to the large volume of documents for the InfoManager, it may take several days to set up. It is possible for securities account holders to receive the annual tax certificate first and the annual securities account statement a little later.

If corrections are required for funds due to subsequently supplied tax data, the above-mentioned deadlines may be delayed.