OIC at the next government meeting? That's what the Ministry of Finance wants

The Ministry of Finance wants the draft law on personal investment accounts (OKI) to be considered at the next government meeting, Deputy Finance Minister Jurand Drop said in a letter to the Secretary of the Council of Ministers.

“Referring to the letter (…), a draft law on personal investment accounts (UD296) was submitted with a request for its consideration at the next meeting of the Council of Ministers,” Drop wrote.

In mid-March, the Ministry of Finance announced that the planned entry into force of the Personal Investment Accounts Act (OKI) had been postponed to January 1, 2027; was originally scheduled for July 1, 2026.

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Assets in the account will be exempt from taxation up to PLN 100,000. PLN, including investment assets denominated in PLN (including shares, bonds and other financial instruments admitted to trading mostly on the domestic regulated market or introduced to the alternative trading system, investment funds) will be able to benefit from this exemption in the full amount (i.e. up to PLN 100,000), while savings assets denominated in PLN (including deposits, savings bonds) up to PLN 25,000. zloty.

From 2030, the amount of assets exempt from taxation on their value is to be indexed by the CPI index from the first three quarters of the previous year. (PAP Business)

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