Danske Delegate - wealth services tailored for you
Danske Delegate is right for you if you want to make an investment plan together with us and want a fund whose assets are managed by a professional portfolio manager. You can decide yourself the amount you want to start investing either monthly or as a one time investment.
Danske Delegate - Advanced & Classic
Danske Delegate Advanced or Danske Delegate Classic is suitable for you if you have built up some wealth and you want to:
- Meet with an expert and draw up an investment plan with them
- An investment solution where the assets are managed by a professional portfolio manager
- An extensive range of investment solutions (ETFs, funds, direct equities)
- Benefit from additional investor services
Compare the alternatives
Feature |
Advanced |
Classic |
|---|---|---|
| Who could the service be suitable for? | ||
|
Investments of more than €200,000 and you value a service taking into account your individual needs. |
Investments of more than €30,000 and you want to discuss your investments also with a bank expert. |
|
| Service channels | ||
| Personal and digital | Personal and digital | |
| Named expert | ✔ | |
| Team of experts | ✔ | ✔ |
| Online | ✔ | ✔ |
| Investments in Danske Delegate | ||
| Index and ETF-funds | ✔ | ✔ |
| Funds | ✔ | ✔ |
| Equities | ✔ |
|
| Tax information and reporting | ||
| Capitalised profits and losses | ✔ | ✔ |
| Non-capitalised profits and losses | ✔ | ✔ |
| Up-to-date online snapshot | ✔ | ✔ |
| Danske Delegate price, incl. VAT 25,5% | ||
| Asset management fee*, incl. VAT 25,5% | 0.81 – 1.24% p.a., minimum fee €200/month |
1.05 – 1.24% p.a., minimum fee €20.60/month |
| Additional investor services | Included in Analysis service (value €8.95/month) |
Available at extra cost (from €1.95/month) |
*The asset management fee includes the securities trading fee, funds trading fee and asset management fee administration cost.
-
Feature Advanced Classic Investment amount, € 10,000 150,000 300,000 10,000 150,000 300,000 Management fee,
€/month incl. VAT 25.5%
200 200 294.50 20.60 139.50 263.50 Minimum fee,
€/month incl. VAT 25.5%
200 200 200 20.60 20.60 20.60 -
Danske Managed Portfolio:
Our investment products apply various exclusions to reduce adverse impacts and minimise exposure to certain investment risks. Learn more about exclusions in portfolio management products.
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Customer benefits
Danske Premium
As a Danske Premium customer, you enjoy tailored wealth planning, personal service, and exclusive benefits on credit cards and other banking services.
Investing
Danske Advice
Through the Danske Advice, our experts help you to choose the right investment alternatives for you to reach your goals.
Investment
Trade Online
With Trade Online we offer a wide range of digital services and comprehensive investment alternatives globally, and at competitive brokerage fees.
This material is general information and does not constitute a complete description of the investment objective or of the risks involved. Before deciding to invest, customers should familiarize oneself with the characteristics, risks and taxation of the investment.
Investments always involves financial risk. Customers may not obtain the return sought and they may lose some or all the capital invested. It is worth remembering that past performance is no guarantee of future results. Customers must base their investment decisions on their own assessment of the financial instrument and the risks involved, as customers are ultimately responsible for the financial implications of their investment decisions.
This material does not constitute an individual recommendation, and the information provided is not related to the investment objectives, financial situation or specific needs of any individual customer. While every effort is made to provide information that is as accurate and correct as possible, the Bank does not guarantee the completeness or accuracy of information obtained from external sources. The views expressed represent the Bank’s estimates at the time of the preparation of this material and are subject to change without notice. The Bank shall not be liable for any costs or losses arising from the use of the information contained in this material.
The material contains intellectual property owned by the Bank, to which the Bank reserves all rights.
