OUR INVESTORS

AG-ADVICE is aimed at semi-professional and professional investors. These are investors with the ability to invest a minimum of EUR 100,000 (approx. DKK 750,000) through corporate funds, private funds, or pension funds.

Investment through company

As a company owner, you can have the opportunity to invest the company’s funds. It allows you to achieve an expected attractive long-term return with ongoing dividends and a reasonable diversification of the portfolio.

Taxation of capital gains

As this is an unlisted share, any capital gain will be tax-free.

Taxation of dividends

You will receive tax-exempt dividends regardless of your ownership share in the investment company.

Investment of
private funds

With available funds, you as an investor have the opportunity to achieve an expected attractive long-term return with ongoing dividends, thereby ensuring a reasonable diversification of risk in your portfolio.

AG-ADVICE ApS is registered with the Danish Financial Supervisory Authority (Finanstilsynet) as a manager of alternative investment funds, registration no. 23221.

Taxation of dividends and capital gains

Dividends and capital gains are taxed as share income In 2026, share income is taxed at 27% up to DKK 79,400 and at 42% on share income above DKK 79,400. For spouses, the threshold is double (DKK 158,800) under the applicable rules. Any losses are treated in accordance with the tax rules in force at the relevant time.

Investment in
pension funds

By investing pension funds, you as an investor gain the opportunity to achieve an expected attractive long-term return with ongoing dividends, thereby ensuring diversification of risk in your portfolio.

Taxation of dividends and capital gains

Of annual dividends and the annual price increases of the shares, pension returns tax, known as PAL tax, of 15.3% applies

The following rules apply to investing in unlisted shares through a pension depository.

Taxation of returns

Returns on pension assets are subject to ongoing PAL tax of 15.3 %, covering both dividends and value increases.
Since 2025, up to 25 % of the account value may be placed in unlisted shares for pension accounts up to DKK 2 million. For accounts above DKK 2 million, there is no upper limit. The rules apply only to instalment and capital pension accounts held with a Danish bank and require a minimum balance of DKK 200,000. Minimum investment DKK 50,000 per company, maximum 20 % of the account value in any single company, and total ownership share below 25 %.

Careers at AG-ADVICE

At AG-ADVICE, you will be part of a workplace driven by passion and commitment.

Request a Call Back