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What is a transfer of an investment fund? What is the difference between an entrance transfer and an internal transfer?

A  transfer  involves moving the money that you currently have invested in a given investment fund to another investment fund. Both the entrance transfer as well as the internal transfer are exempt from taxes. 

In entrance transfers, the money goes from an investment fund from another entity to a fund from Openbank. The new units will retain the value and the date of purchase of the ones that have been transferred, therefore maintaining their fiscal age. 

In contrast, the internal transfer consists of moving investment funds that you currently have contracted through Openbank to other funds from our portfolio. The new units will retain the value and purchase date of those that have been transferred, maintaining their fiscal age.

You can request your internal transfer in the customer area, in the “Investment” section, we will take care of the rest.

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