Field help: Were the shares purchased in 2024?

Select "yes" if you purchased the relevant fund shares anew in 2024. In this case, you must also provide the exact purchase date (DD.MM.2024) so that the advance lump sum can be calculated correctly.

Select "no" if the shares were already in your portfolio on 01.01.2024. In this case, the shares are considered already acquired, regardless of the actual purchase date. This also applies to accumulating funds, where earnings are automatically reinvested.