How the investment works
Answers to frequently asked questions from investors
By Sarra and 3 others4 authors41 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
- Inactive Mangopay Wallet: how to avoid the inactivity feeFind out when the Mangopay Wallet associated with your Walliance account is considered inactive, what fee may be applied, and what actions you can take to keep it active.
- 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?