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What is the tax impact of switching your mutual fund distributor?

Are you not happy with your mutual fund distributor? Read to know if switching your mutual fund distributor will be subject to taxation.

What is the tax impact of switching your mutual fund distributor?

Hi team, hope you're doing well! I have been invested with a mutual fund distributor and I am not happy with the distributor. I want to shift the entire portfolio to another broker with a COB (change of broker) transfer. Will I be subject to any taxation? Please confirm. - Salman Ahmed

This article was originally published on January 18, 2023.


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