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Investor Information

Learn how professional investors can access and trade our fund offerings. This section provides guidance on trading procedures, requirements, and the resources available to support your investment activities.

Trading for institutional clients

Institutional clients can place fund orders by submitting completed order forms to ik.ordre@storebrand.no.

Important information

Cut-off times

To execute a trade on the same day, orders must be received before the relevant cut-off time:

  • 13:00 CET for NO ISIN ordinary funds
  • 12:00 CET for NO ISIN fund-of-funds
  • 13:30 CET for SE ISIN funds

To receive the current day’s NAV, payment must also be received before the applicable cut-off time.

International tax reporting (FATCA and CRS)

Storebrand is required to collect a tax self-declaration when opening accounts subject to international reporting obligations. These requirements stem from Norway’s agreements with:

  • The United States under the Foreign Account Tax Compliance Act (FATCA)
  • OECD member states under the Common Reporting Standard (CRS)

The purpose of these regulations is to determine whether clients have tax obligations outside Norway. As part of this, Storebrand and other Norwegian financial institutions must identify clients with foreign tax residency and report relevant account information to the Norwegian Tax Administration, which then forwards the data to the appropriate foreign authorities.

For more details, visit the Norwegian Tax Administration’s information page on FATCA and CRS at skatteetaten.no. 

Our brands

Our investment platform unites leading experts across asset classes under one roof. With full investment freedom, each brand offers tailored strategies designed to meet diverse client needs. Through brands such as SKAGEN, Delphi, Cubera, Capital Investment and AIP — as well as our own Storebrand brand — we pursue one goal: delivering the best possible risk-adjusted returns for our clients.

 

Historical returns are no guarantee for future returns. Future returns will depend, inter alia, on market developments, the fund manager’s skills, the fund’s risk profile and management fees. The return may become negative as a result of negative price developments. There is risk associated with investing in funds due to market movements, currency developments, interest rate levels, economic, sector and company-specific conditions. The funds are denominated in NOK. Returns may increase or decrease as a result of currency fluctuations. Prior to making a subscription, we encourage you to read the fund's prospectus and key investor information document which contain further details about the fund's characteristics and costs.