Alaris Equity Partners Income 5 50 convertible unsecured subordinated Debentures T.AD.DB

Alternate Symbol(s): ADLRF | T.AD.DB.A | T.AD.UN

Financial Services Asset Management

Alaris Equity Partners Income Trust (the Trust) is a Canada-based private equity company. The Trust, through its subsidiaries, provides alternative financing to private companies. The Trust’s operations consist primarily of investments in private operating entities. The principal objective of the Trust is to generate stable and predictable cash flows for payment of distributions to unitholders of the Trust. The Trust offers a range of services, which include services, healthcare services, industrial services, professional services, information technology services, and construction-related services. The Company’s investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc., and its American investments are made through, Alaris Equity Partners USA Inc. (Alaris USA) and Salaris USA Royalty Inc. (Salaris USA). The Trust also has a wholly owned subsidiary in the Netherlands, Alaris Cooperatief U.A. (Alaris Cooperatief).

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Alaris Equity Partners Income 5 50 convertible unsecured subordinated Debentures > 2020 distribution characterized as....

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Comment by CanSiamCypon Mar 03, 2021 9:33pm

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Post# 32711926

RE:RE:2020 distribution characterized as....

Actually 70% is taxed at the marginal rate, the minor CG component at half the marginal rate, and the 7% DIV is eligible dividend so there is a dividend tax credit. The 22% RoC is used to reduce the ACB of the holding.

TickerTwit wrote: Much appreciated. If unsheltered, the allocation below implies that 81.5% of the payout is now taxed at the unitholder's marginal tax rate.

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CanSiamCyp wrote: .... 22% RoC, 1% CG, 7% DIV, 70% OTH. Cheers!