OUR INVESTORS

AG-ADVICE is aimed at professional investors. That is investors with the opportunity to invest a minimum of DKK 750,000 through company funds, unrestricted 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 a stable high return with ongoing dividends and sensible risk diversification of the portfolio.

Taxation of capital gains

As an investment through AG-ADVICE is an unlisted share, a capital gain will be tax-free.

Taxation of dividends

You will receive tax-free dividends on an ownership interest of at least 10% of the investment company. With an ownership share of less than 10% of the investment company, your company is taxed at 15.4%.

Investment of
free resources

With free funds, you as an investor can have the opportunity to achieve a stable, high return with ongoing dividends and thereby ensure a sensible spread of the risk in your portfolio.

Taxation of dividends and capital gains

You are taxed according to the share capital gains tax rules on dividends and capital gains. The taxation in 2022 is a payment of 27 % up till DKK 57.200 annually and 42% for amounts over DKK 57,200. You can also deduct any loss. (https://skat.dk)

Investment in
pension funds

When investing in pension funds, you as an investor get the opportunity to achieve a stable, high return with ongoing dividends and thus risk diversification of your portfolio.

Taxation of dividends and capital gains

Of annual dividends and the annual price increases of the shares, 15.3% is answered in PAL taxation.

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

Taxation of dividends and capital gains

You can invest 20% of the first DKK 2 million in the depot.

You can invest 50% of the deposit from DKK 2 million to DKK 4 million.

You can invest 75% of the deposit at over DKK 4 million.

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AG-ADVICE

At AG-ADVICE, you get a workplace driven by passion and commitment.

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