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
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.
-
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:
