Expatsun2009
20/11/19 16:34
Ha respondido al tema Gestión pasiva: Bogleheads y otros temas relacionados con la indexación
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Hi Gracias por tu ayuda... te explico abajo otra vez en inglés para que pudieras ayudarme con la clarificación en Castellaño.Apologies for not being clear although the language is just part of the problem... I'm generally just confused!I hold 2 different ¨Spanish compliant Investment bonds" 1 in USD and 1 in GBP. Within each I have no ETF´s but various funds ( presumably of individuals stocks) and after double checking, none of them are index funds and all are obviously actively managed.I am looking for an online broker in Spain to use the Boglehead concepts and set up a passively managed index fund portfolio.From what I gathered GPM uses the platform of Interactive traders and do not accept traspasos de "fondos de inversion".Self Bank said yes but the funds would have to be the same as they currently offer. Since they are all wrapped in this very complicated "tax wrapper" and I don´t want to keep these type of investments anywyay ... is there any way around this issue other than cashing them in, paying capital gains tax and then reinvesting? This would be costly, timely and seems a bit pointless.Gracias con antelación. Saludos