Tetragon to Provide Confidential PFIC Tax Data to Eligible U.S. Shareholders

Tetragon Financial ( (NL:TFG) ) has issued an update.

Tetragon Financial Group will provide self-identified U.S. shareholders with confidential tax information for the 2025 calendar year to help them meet federal income tax obligations, including data needed for qualified electing fund elections under PFIC rules. The company will make reasonable efforts to supply information on underlying portfolio companies deemed PFICs, but warns that final data may arrive after typical April filing deadlines, may require investors to seek extensions, and is provided without liability for accuracy or completeness.

Tetragon reiterates that its securities are not registered for public offer in the United States, remain restricted for U.S. persons, and do not fall under the protections of the U.S. Investment Company Act of 1940. The move underscores the firm’s effort to support compliant U.S. investors within its ownership limits while emphasizing ongoing regulatory constraints around access to its shares and the associated investor protections.

More about Tetragon Financial

Tetragon Financial Group is a Guernsey-based closed-ended investment company whose non-voting shares are listed on Euronext Amsterdam and traded on the Specialist Fund Segment of the London Stock Exchange. The firm is managed by Tetragon Financial Management LP and operates as a collective investment scheme, with its shares restricted for U.S. persons and not intended for European retail investors.

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