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Securities and Funds
Investing through a company brings unique aspects that traditional accounting does not always handle correctly – and the tax implications for the client can be significant.
At Talenom, we speak the investor’s language and provide expert, practical services for companies that engage in investment activities either alongside their core business or as their main purpose.
Tailored financial management
for investment-driven companies
– taxation, accounting, and structures under control
We understand the unique aspects of investment operations
We have expertise and experience in areas such as:
- Net asset optimization: comparative values of securities and their effects across different asset classes
- Taxation specifics: reclaiming withholding taxes, capital losses, handling of asset classes (financial assets, inventory, other assets)
- Investment instruments: shares, funds, ETFs, bonds, futures, options, warrants, CFDs, FX Spot, cryptocurrencies
- Accounting from multiple brokers, e.g. Nordnet, Interactive Brokers, Saxo Bank
- Special situations: feeder funds, capitalization agreements, closed-end funds (SCSp), private equity funds, derivatives
- Holding company tax benefits and structures
Our strengths
Investment expertise
We know the instruments, terminology, and broker practices – we speak the same language as our clients.
Tailored solutions
Chart of accounts, reports, and processes are built around the client’s investment activities – no one-size-fits-all packages.
Collaboration and ongoing support
We provide expert service and develop solutions together with the client, in a constantly changing regulatory and market environment.
Structural understanding
Experience with holding companies and other special structures – we know how to assess their overall impact.
Up-to-date accounting
We ensure that accounting and revenue recognition are done correctly – including manuals and special situations.
Tax expertise
We support tax planning and identify opportunities and risks across different asset classes.
Who is this service for?
Our service is designed for:
- Investment companies
- Funds
- Holding companies
- Real estate investors
- Entrepreneurs managing assets through their company
