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We look forward to talking to you.
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Legal

Terms & Conditions

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  • Policies
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  • Client Asset Information
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Terms & Conditions

This section contains our terms & conditions documents.

Ireland​

  • Advisory & Discretionary Service
  • Execution-Only Service

UK

  • UK Terms and Conditions of Business (Effective 1 October 2018)
  • UK Investment Management Terms and Conditions of Business (Effective 1 October 2018)
  • Service and Fees Schedule for Wealth Management and Financial Planning 
  • Service and Fees Schedule for Transactional Financial Planning 
  • Service and Fees Schedule for Financial Advisory Service

Other Services

  • Price Alerts
  • Trade Confirmations
  • Account Correspondence

Terms of Access

  • Terms of Access

BUSINESS AREAS

  • Wealth Management
  • Davy Select
  • Capital Markets
  • Davy Private Clients UK
  • Davy Global Fund Management
  • Other Business Areas

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DISCLOSURES

  • Legal
  • Privacy Notice
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  • Fees & Charges
  • CHC Update
  • Modern Slavery Statement
Davy is a Guaranteed Irish Company

Established in 1926, the Davy Group is a trusted market leader in wealth management and capital markets, building rewarding relationships that last. We are over 800 people, managing €14bn+ of our client assets, with offices in Dublin, Belfast, Cork, Galway, and London. At Davy, it’s not just business, it’s personal.

J & E Davy, Davy Global Fund Management Limited, J & E Davy (UK) Limited, Davy Corporate Finance, Advance Fund Management, Davy Fund Managers and Davy Securities are part of the Davy Group of companies. J & E Davy, trading as Davy, Davy Private Clients, Davy Capital Markets, Davy Select, Davy Institutional Consulting, Davy Real Estate and Davy Research, is regulated by the Central Bank of Ireland. In the UK, J & E Davy, trading as Davy, Davy Private Clients, Davy Capital Markets and Davy Research, is authorised by the Financial Conduct Authority and with deemed variation of permission. Subject to regulation by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. Davy Global Fund Management Limited, trading as Davy Global Fund Management, is regulated by the Central Bank of Ireland. In the UK, Davy Global Fund Management Limited, trading as Davy Global Fund Management, is deemed authorised and regulated by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. In Luxembourg, Davy Global Fund Management Limited is authorised by the Central Bank of Ireland and is subject to limited regulation by the Commission de Surveillance du Secteur Financier. Details about the extent of our authorisation and regulation by the Financial Conduct Authority and Commission de Surveillance du Secteur Financier are available from us upon request. Davy Private Clients UK and Davy UK are the trading names of J & E Davy (UK) Limited. J & E Davy (UK) Limited is authorised and regulated by the Financial Conduct Authority. Davy Corporate Finance is regulated by the Central Bank of Ireland. In the UK, Davy Corporate Finance is deemed authorised and regulated by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. Advance Fund Management Limited is regulated by the Central Bank of Ireland. Davy Fund Managers is regulated by the Central Bank of Ireland. Davy Securities is regulated by the Central Bank of Ireland. Davy Securities is a member of FINRA and SIPC. 

We take our responsibilities seriously.

 

Davy © 2021