Our seven-year holding requirement is standard for all exchange funds. This period is intended to comply with specific tax regulations that allow for the tax-deferred distribution of a diversified basket of assets.
Other providers of exchange funds adhere to a similar holding period, as it is crucial for ensuring the tax benefits for the investors.
You can learn more about the mechanics of exchange funds in our detailed guide.
Vinay looked at other providers and, for his situation, their minimums and timelines weren't the right fit, so he chose Cache. Here's how he weighed the commitment: Vinay's story.