Alaris Equity Partners Income 6 25 Senior Unsecured Debentures T.AD.DB.A

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

Financial Services Asset Management

Alaris Equity Partners Income Trust (the Trust) is a Canada-based trust. The Trust’s operations consist of investments in private operating entities, typically in the form of preferred or common limited partnership interests, preferred or common interest in limited liability corporations in the United States, and loans receivable. The Trust’s Canadian investments are made through a wholly owned Canadian corporation, Alaris Equity Partners Inc. and its American investments are made through two Delaware corporations, Alaris Equity Partners USA Inc., Salaris USA Royalty Inc., and their subsidiaries.

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Alaris Equity Partners Income 6 25 Senior Unsecured Debentures > The ad to ad.un tax treatment ?

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Post by bbzzzzon Dec 15, 2020 2:05pm

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Post# 32110332

The ad to ad.un tax treatment ?

Has anyone gained any solid knowledge or docuementation of the treatment of ad to a trust ?

I realize that there is a deemed disposition at around $12.39 . I am wondering to get some further validation to help with closing portfolio matters as 2020 draws to an end . My financial institution has not helped me with this to date .
What has happened with you ?

Thanks fellow shareholders !

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