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Forms for mutual funds and savings

Electronic submission of mutual fund forms

On this page you will find downloadable forms for mutual funds and savings. Find the form you need, download, fill out and submit by tapping here:

Deceased’s estate settlement

If it is in regard to a deceased person’s estate settlement, you can upload documents and report the settlement here

Read more about it here

Information when buying mutual funds

Agreement on trading with mutual funds (PDF, Norwegian)Open the file in a new tab

Form for buying mutual funds

If you want to save for a child/an adult with incapacity, you need to save in your own name. We are working on getting a new solution in place. Platform fees are charged to all customers over the age of 18.

Purchase form (pdf)Purchase form via client account

Aksjesparekonto for children

It is only possible to charge the child’s own share savings account for purchases. At the moment it is not possible to transfer money to the child’s share savings account from another account. This means that the funds must already be in the child’s share savings account in order to be able to buy funds in the child’s name.

Customers under the age of 18 will not be charged platform fees.

Purchase form for share savings account for mutual funds for children and people without legal capacity (PDF, Norwegian)

Form for transfer and moving of shares

*to transfer mutual fund shares, the recipient must be a DNB customer. If the recipient is under 18 years of age, the guardian must first register the child as a customer in DNB.

Change of mutual fund (PDF, Norwegian)Transfer of mutual fund shares to another party (PDF, Norwegian)Transfer of shares to a person without legal capacity (PDF, Norwegian)

Other forms

NB! When you give disposal authorisation, this authorisation applies for the entire mutual fund holding.

Disposal authorisation (used to see others’ mutual fund holdings in the online bank/Spare app) (PDF, Norwegian)Changing/deleting of savings scheme (PDF, Norwegian)