Investment Purpose Vehicle by Investor 2.0

A fully equipped personal investment vehicle for an investor looking to build their portfolio for the long term and increase profit retention.

  • Keep everything in a private company
  • Effortless compliance and registrations
  • Benefit from tax optimisations

A legal entity to hold your investments

A legal entity offers many benefits when it comes to investing in the financial markets. Mainly, your financial assets are separate from your personal assets which increases your protection from liabilities incurred by your investments and the tax benefits you receive when investing through a legal entity compared to investing as a private person.

Currently available IPV jurisdictions: Estonia

Estonia has a unique corporate tax system where reinvested profits are not taxed. This means that as long as the company’s profits are reinvested into the business or held as assets, no corporate income tax is due.

Estonia has also established Double Tax Avoidance Treaties (DTAs) with 62 countries to prevent double taxation on income. These treaties allow for reduced tax rates or exemptions on various types of income, such as dividends.

Further reading:

  • Re-invest tax free and postpone tax obligations
  • Tax treaties with 62 countries
  • Managed entirely online

Accounting

Each IPV’s accounting is managed by us, leaving you with no worry of finding and paying extra for an accountant to declare annual reports and keep an up to date record of your transactions.

Use the money and time you would have spent on an accountant to focus on your next investments and increasing the value of your portfolio.

Further reading:

  • Real-time overview of your holdings and their value
  • On time mandatory declarations
  • Accurate and efficient

Compliance

Compliance plays a crucial role when it comes to investing through a legal entity for both investors and financial service providers.

We make sure that your IPV is running smoothly has high financial integrity and continuously adapts to regulatory changes that are imposed by financial authorities and governments.

  • Financial integrity with LEI Code
  • Risk mitigation
  • Covered legal obligations

Banking and broker accounts

With Investor 2.0 Investment Purpose Vehicle, you get pre-designated bank and brokerage accounts of our partners, removing the hassle of setting them up yourself. 

  • Designated accounts
  • Low friction management
  • Integrated Financial Management

Interactive Broker business accounts and support is provided by Estably. Get global access to stocks, options, futures, currencies, bonds and funds.

A business account at Revolut to safely keep and transfer your capital for your next investments.

Easy management

Using Investor 2.0 investment accounting services can really help lighten your accountant’s workload. Instead of having your accountant juggle investment details along with other financial tasks, you can use a dedicated service to cover this part of your business.

We can share more insights into your investments and consult on tax strategies based on your portfolio, leaving your accountant focused on other business financials at hand.

This service can be built to cover your specific needs at specific intervals or be incorporated as a monthly service.

Transparency

Your IPV is the core of your financials and the vehicle to enter the financial markets.

Know how much you have transferred to brokers and exchanges, how much you have withdrawn from your IPV and what are your tax obligations.

One-time set up fee

€420

Prices include VAT. State fee included in the one-time set up fee is exempt from tax Partner service fees not included. Go to pricing page for a detailed overview.

Pay monthly

€45/per mo

or

Pay annually

€39/per mo

Enjoy your peace of mind and focus on your next investments and strategies

An Investment Purpose Vehicle is framed to be a cost-effective way to simplify the complexity and take the hassle out of the equation with the long-term in mind.

We prepare and open the required accounts and hand you over the keys to begin investing.

  • Legal Entity Management - Entity formation and handling of important mail from the government afterwards.
  • Dedicated Bank Account - Management of the business IBAN account
  • LEI Code - LEI Code management and yearly payments
  • Accounting and reports - All your transactions are automatically compiled and generated into a report and declared each month and year.
  • Partner Network - Access to various financial service providers
  • Portfolio Dashboard - Full access to all tools and services within Investor 2.0
  • Private investments - Gain access to private investments only through the Investor 2.0 network.

Partner service fees not included. Go to pricing page for a detailed overview.

Start your journey here

Your own legal entity

Use the entity to build up for future business ideas, your retirement or a nest-egg for your children. The funds in your IPV can be re-invested tax-free, allowing you to benefit from the power of compounding.

Deposit your capital

As the owner of the IPV you can deposit your personal capital into the IPV

Invest and grow your capital

Build your portfolio, create strategies and diversify your assets across various markets.

Use your capital

Turn your IPV into an actual business using the funds you have accumulated over time.

Security and
compliance in mind

At Investor 2.0, security and compliance are our top priorities.

Your funds always belong to you

Your funds are never mixed with others or with Investor 2.0’s own funds, maintaining a clear separation to guarantee the highest standards of security and regulatory compliance.

Safeguarded by institutions

Investor 2.0 only partners with licensed and regulated institutions that safeguard your funds up to the highest of standards.

Frequently Asked Questions

Your tax residence determines your obligations and for the most accurate information we recommend you consult your local tax advisor.

Holders of an Estonian ID card or e-Residency card who successfully pass KYC and AML verification are eligible for an Investment Purpose Vehicle. To check for your eligibility please create your free Investor 2.0 account here.

To ensure the best service and cost-effectiveness of your Investment Purpose Vehicle it is not recommended to open other accounts outside of our partner network, which we are expanding constantly. This helps us maintain our high standards and streamline your experience.

The Investment Purpose Vehicle is currently focused only on investments and therefore the funds cannot be used to pay for other services or products. As we progress, we will expand the range of our accounting reach to your IPV.

If you wish to discontinue using the Investment Purpose Vehicle as means of investing through a legal entity you can either ask us to dissolve the legal entity for you or we can unplug you from our framework where you will still have access to your legal entity afterwards. Contact support@investor2.com for further information and to choose which option is most suitable for you.

At Investor 2.0, security and compliance are our top priorities. We ensure that your funds and assets are securely held in reputable, licensed and regulated institutions by their standards and insurance policies. For full coverage information, please refer to the partners below:
Interactive Brokers – Open Link
Revolut – Open Link

Your funds and assets are always yours, even your Investment Purpose Vehicle. In the event of Investor 2.0 going out of business you can continue using the service providers we have set you up with.

Our core plan model does not include expense invoices allowing you to focus on building your portfolio first but you can always request to upgrade your plan at any time you feel like you are ready to spend some of the profits you have earned.