How the investment works
Answers to frequently asked questions from investors
By Luce and 3 others4 authors40 articles
- How Artificial Intelligence is already changing the way we investIn 2024, we were asking ourselves how artificial intelligence would transform the world of investing. A year later, it’s no longer about the future, it’s about the present.
- Promotions 📢New to Walliance or a seasoned investor? It doesn’t matter — on Walliance there’s a special cashback just for you. Don’t miss out!
- What's promo cashback and how to use itComplete guide to using cashback on Walliance
- Crowdfunding and public guarantee: what really changes for investorsState guarantees for crowdfunding investments are coming
- Walliance Young is here! 🧢The new account designed for under-30s: what it is and how to activate it
- How to invest with Walliance?The investment process, step-by-step
- Which projects are available?Where to find projects to invest in and how to recognize their status
- How risky is the investment?Safeguards and guarantees to protect your investment on Walliance
- Are there tax breaks for those who invest through Walliance?The tax breaks investors could benefit from
- How do I earn money if I decide to invest?How can I earn money by investing in one or more projects on Walliance?
- How much does it cost to invest with WallianceTransparent investment costs, no hidden fees.
- What are KYC and KYBDefinition of KYC and KYB and why they are important
- The different types of investorDifferences among various types of investors
- What is a representative Mandate?The representative Mandate and the role of the Project Supervisor
- What is liquidation preference?What does liquidation preference involve: study case
- What is the Appropriateness Questionnaire (MiFID)?What is it for and what happens if I turn out to be inappropriate for investing?
- What is Indexing, how does it work, and how much does it cost?Why join an alternative quotas subscription and sale regime, and how does the Indexing service work
- What is customized negotiation for Lending crowdfunding and how does it work?
- How does taxation work?How are income from investments with Walliance taxed?
- ISEE certificationHow to fill out the investment part of the ISEE form?
- How does the Wallet work?
- Who is Mangopay SA?
- Order managementWhere is the money from bank transfers deposited?
- Can I cancel an investment made with Walliance?
- How and when does an exit take place?The conclusion of a project: return of capital and disbursement of the generated return
- Simulation of the ability to bear loss
- Can capital losses derived from an operation that closes with liquidation of an Italian loss-making company be carried as an offset?
- How should I deal with tax monitoring of my Mangopay Wallet?Can I download the information on my Mangopay Wallet?
- Information on costs and fees
- I have had an account on Walliance for many years now; do I need to update it to receive refunds and returns for projects I've invested in?
- Do you have foreign investments? Here’s how to declare your tax preferencesUpdate your tax preferences to avoid double taxation on income generated from your foreign investments with Walliance
- Which project documents can I browse?Which documents are available on the project page?
- Creation and management of SPVs (Special Purpose Vehicles) in collaboration with AIMGUsefulness and benefits
- ESG criteria in the Real Estate sectorInvestment sustainability report
- What is the Investment Memorandum and which information does it contain?
- Property Outlook: what is it for?What are the parameters used for evaluation?
- How long does a real estate operation last?What is the average duration of a project and what does it depend on?
- What happens if the campaign does not reach the fundraising target?
- What if the company in which I invest goes bankrupt?As an investor will I be liable with my capital?
- What happens if the funding company does not comply with the rules?