Clarification regarding taxability of income earned by NRI investor from off-shore investments in investment fund routed through an Alternative Investment Fund- (Ministry of Finance ) (12 Jul 2023)
MANU/DTCR/0012/2023
Direct Taxation
1. CBDT Circular No.14/2019 dated 03.07.2019 was issued to clarify the taxability of income earned by a non-resident investor from outside India (off-shore investment) routed through investment fund as defined in Explanation 1(a) to Chapter XII-FB of the Income-tax Act. l961(the Act). This Circular was made applicable to Category- I or Category II Alternative Investment Funds (AIFs). regulated, under Securities and Exchange Board of India (SEBI) regulations.
2. By Finance Act. 2023. the definition of 'investment fund" under the Income-lax Act. 1961 was amended to include reference to International Financial Services Centres Authority (Fund Management) Regulations. 2022 under International Financial Services Centres Authority (IFSCA) Act. 2019.
3. In view of the aforesaid amendment in the definition of 'investment fund", para 3 of the Circular No.14/2019 dated 03.07.2019 is to be read as under:
"3. Chapter XII-FB contains special provisions relating to tax on income of investment funds and income received from such funds. Under Chapter XII-FB. section 11 SUB of the Act (Tax on income of investment fund and its unit holders') is the applicable provision to determine the income and lax-liability of investment finds & their investors. In this context, 'investment fund' is defined in Explanation 1 of Chapter XII-FB to mean any find established or incorporated in India in the form of a trust or a company or a limited liability partnership or a body corporate which has been granted a certificate of registration as a Category I or Category II Alternative Investment Fund and is regulated under the Securities and Exchange Board of India (Alternative Investment Fund) Regulations. 2012, made under the Securities and Exchange Board of India Act. 1992 (15 of 1992) or regulated under the International Financial Services Centres Authority (Fund Management) Regulations, 2022 made under the International Financial Services Centres Authority Act, 2019 (50 of 2019). Thus, provisions of section II SUB apply only to Category I or Category II AIFs regulated by Securities and Exchange Board of India (SEBI) or International Financial Services Centres Authority (IFSCA). "
4. All the other contents of the Circular dated 03.07.2019 remain same. It may be circulated widely for information of all stakeholders and Departmental officers.
Tags : CLARIFICATION TAXABILITY NON-RESIDENT INVESTOR
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