Wealth Portfolio Norway

Wealth Portfolio Norway is an endowment insurance which enables investment in a wide range of different financial instruments through a discretionary or advisory asset management agreement.

The insurance can be tailored as needed. Several depots and different management services can be combined in the same policy and the advisor will have access to flexible and broad investment options.

The product falls under the tax exemption method (Nw: "Fritaksmetoden") for companies, which means that no tax is paid on capital gains if portfolio consists of at least 80% equities .

Benefits with Wealth Portfolio Norway:

Tailor made solutions. E.g. have multiple depots with different management services within the same policy
Possibility to invest in most types of securities and funds
Choose beneficiaries for privately owned policy - payouts to beneficiaries can be conditional
Portability – the insurance policy is possible to maintain when moving to other countries, subject to the relevant country’s tax and insurance legislation
Tax-free asset switches with no capital gains tax during the insurance term
0% VAT on management fees

Literature

PRIIP KID

You are welcome to contact us if you have any further questions.

We are open from Monday to Friday 09:00–17:00, Norwegian time.

+353 1 487 0881

life@seb.se