The PEA was introduced in 1992. It is an incentive regime

that allows taxpayers to own a portfolio of European

shares that are not subject to income tax, provided that no

withdrawals are made within a minimum period of f ive years

as from the f irst payment. If this condition is met, dividends

and capital gains are tax-free.

TotalEnergies shares are eligible for the classic PEA,

whereas the securities of small and medium-sized

enterprises or mid-cap companies can be registered

in a PEA-PME.

A PEA can be opened with a bank by a person f iscally

domiciled in France, with an investment limit of €150,000.

This cap is €20,000 for a person between 18 and 21 years

old (25 years old when the person is a student) attached

to his / her parents’ tax household. Investments in the PEA

must be made in cash, at any time, with no mandatory legal

minimum.

01

A tax-ef f icient investment

regime def ined by regulations

N.B. When the holder of

a classic PEA also holds a

PEA- PME, the total investments

into the two plans is capped

at €225,000.

Acquisitions of securities in

a PEA can only be f inanced

with the cash available on this

account. They must relate to

eligible securities. TotalEnergies

shares may appear in a PEA.

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