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  • Dublin +353-1-679-7788
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We look forward to talking to you.
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We look forward to talking to you.
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Legal

Terms & Conditions

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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 31 December 2020)
  • UK Investment Management Terms and Conditions of Business (Effective 31 December 2020)
  • 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
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  • 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 700 people, managing €19bn+ 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. In the UK, J & E Davy Unlimited Company, 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 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 Unlimited Company is regulated by the Central Bank of Ireland. In the UK, Davy Corporate Finance Unlimited Company 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. Davy Securities Unlimited Company is regulated by the Central Bank of Ireland. Davy Securities Unlimited Company is a member of FINRA and SIPC.

We take our responsibilities seriously.

 

Davy © 2022