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 five years
as from the first 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 fiscally
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 financed
with the cash available on this
account . They must relate to
eligible securities . TotalEnergies
shares may appear in a PEA .
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Date : 26 / 05 / 2021
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