XP suspends new investments in six CDI-linked fixed income ETFs over doubts about the income tax rate
XP suspended from September 21 new investments and transfers into six CDI-linked fixed income ETFs: AMAB11, DEBB11, LFIN11 and MARG11 (BTG Pactual), GICP11 (Genial) and NLFA11 (Nu). The broker cites uncertainty over the applicable rate, 15% or 25%, which depends on how the average maturity of portfolios of CDI-indexed debentures and bank notes is calculated. Existing holders are not affected and the funds keep trading on B3; Anbima says the industry position creates no tax benefit, only equivalent treatment.