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We look forward to talking to you.

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Terms & Conditions

This section contains our terms & conditions documents.

Ireland​

  • Discretionary, Advisory and Financial Advice Service Terms (for retail clients)
  • Discretionary and Advisory Service Terms (for professional clients)
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UK

  • UK Terms and Conditions of Business (Effective 31 December 2020)
  • Service and Fees Schedule for Wealth Management and Financial Planning 
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  • Service and Fees Schedule for Financial Advisory Service

Other Services

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Terms of Access

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DISCLOSURES

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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 €16bn+ of our client assets, with offices in Dublin, Belfast, Cork, Galway, and London. 

J & E Davy Unlimited Company, J & E Davy (UK) Limited, Davy Corporate Finance Unlimited Company and Davy Securities Unlimited Company are part of the Davy Group of companies. J & E Davy Unlimited Company, 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. J & E Davy (UK) Limited, trading as Davy Private Clients UK, Davy UK and Davy Capital Markets UK, is authorised and regulated by the Financial Conduct Authority. Davy Corporate Finance Unlimited Company is regulated by the Central Bank of Ireland. Davy Securities Unlimited Company is regulated by the Central Bank of Ireland. Davy Securities Unlimited Company is a member of FINRA and SIPC. Davy Group is a member of the Bank of Ireland Group.

We take our responsibilities seriously.

 

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