The annual summary gives you a detailed overview of the securities and other assets in which you have invested during the year.
The summary lists the following
- Holdings at year-end
- Credit or debit interest amounts and dividends
The values are stated at 31 December.
Our deadline for reporting information to the Danish Tax Agency is around 20 January. Consequently, in a few cases, there may be a discrepancy between the annual summary (detailed custody account overview) from Danske Bank and your annual tax assessment from the Danish Tax Agency.