Of the total, more than 4.12 million are not classified with high income; The minister stated that the measure only affected the “coverage”
Taxation of income tax on financial income financial investments that were exempt will impact 6.48 million of accounts. The Minister of Finance, said on Monday (9.Jun.2025) that the increase in rates only “Coverage residents”, In reference to the richest.
A survey based on data from the (Brazilian Association of Financial and Capital Markets Entities) shows that they are not only the richest who apply resources to fixed income securities that are exempt today.
The government wants in LCAS (agribusiness letters of credit), LCIS (Real Estate Credit Letters), CRAS (Certificate of Agribusiness Receivables), CRIS (Certificate of Real Estate Receivables) and encouraged debentures.
More than 63.7% of the accounts are classified as “Traditional” and 36.3% are “High income” or “private”. In the last group, only those that have more than $ 5 million invested. The criterion of “traditional” e “high income”Fit each financial institution.
Most (more than 4.12 million) of investor accounts are classified as “traditional”. There are 2.18 million of“high income”.
O Poder360 Already showed that the stock of investments in these applications is, according to data from Anbima. Haddad said taxation of 5% reduces tax asymmetry among fixed income investments. He stated that the volume of applications reaches R $ 1.7 trillion.
Investors “traditional”Hold a stock of R $ 361.2 billion, or 29.2% of the total.high income”, Of R $ 387.2 billion. And the“private”, Of R $ 485.0 billion.
Only 164,793 accounts have this value or more invested.
METHODOLOGY
Anbima data do not have a cutout by number of investments, only by number of accounts. One person may have more than one. The numbers are from April this year.
ANBIMA separates in 3 groups investors in fixed income exempt securities. Except in the case of the group “private”the classification criteria are defined by each financial institution. Here’s the division:
- traditional retail;
- High income retail;
- Private (over $ 5 million).
