A simplified example for the success bonus calculation
Let’s assume 60,000 euros were invested once in a wikifolio certificate at the beginning of the year.
- With the associated wikifolio, you were able to achieve a performance of 18 percent by the end of the year.
In terms of investment volume, you have increased the investments of the investors by 10,800 euros to 70,800 euros (18 percent of 60,000 euros).
- The predetermined performance fee of 20 percent is calculated in the wikifolio based on the 10,800 euros of capital growth – that is 2,160 euros – and deducted.
- Based on the investment volume of the wikifolio certificate of more than 50,000 euros, you are entitled to 40 percent of the performance fee pursuant to the above-mentioned scale.
You therefore get a success bonus of 40 percent in the amount of 2,160 euros. That is 864 euros.
As needed, a value added tax chargeable event must be considered.