How is the investment taxed?

There is no tax levied at the time of investment. Taxes may be due on distributions to you for the tax year in which they are paid out. Dividends are typically treated as ordinary income for tax purposes while distributions following the end of the investment term are generally taxed as capital gains.

Investors may receive a Form 1099-DIV and/or Form K-1 stating the distributions paid to you in any tax year To access and download your tax documents simply go to your account and click on Documents. Your tax documents will be listed by the year for which they are issued.

Please note that we cannot provide tax advice and you should consult your own tax advisor .