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Fixed Income and Alternative Assets Program Guide1. Overview Welcome to the Folio Institutional Fixed Income and Alternative Assets Referral Program. Because Folio Institutional does not custody certain
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Fixed income refers to investments that pay a fixed interest or dividend income, such as bonds. Alternative investments are non-traditional assets, like real estate or commodities.
Individuals or entities who have investments in fixed income or alternative assets are required to file.
You can fill out the required forms provided by the tax authorities or seek assistance from a financial advisor.
The purpose of investing in fixed income and alternative assets is to diversify one's investment portfolio and potentially earn higher returns.
Information such as the type of asset, income received, and any capital gains or losses must be reported.
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