Account Correspondence Terms and Conditions

Before registering for our account correspondence online service, please read this agreement carefully as it governs use of the service by you.

Service description

Our Account Correspondence Online service (‘service’) is available to you so that you may access your Davy reports online by logging on to a secure area of Davy’s website in place of paper copies going forward. All reports will be available within the same time frames as they are currently provided to you.

Your registration for this service

You should be aware that by registering for this service you are electing to access reports for your account(s) online going forward. We have a regulatory obligation to provide you with certain reports, dependent upon your service level. If you are a telephone share dealing or online client and we execute an order for you, we have an obligation to provide you with information about the order. We currently do this by sending you a contract note no later than close of business on the business day after the trade was executed. Where a third party provides a contract note, we will send it to you by close of business on the day following receipt from the third party. If you are an advisory or discretionary client we also provide you with a Portfolio Valuation report in respect of your investments at least once every 6 months or every 3 months upon your request. If you are a nominee client, we will confirm your cash and holdings to you at least once a year by way of a nominee statement, unless this information has been provided to you in another report; such as your Portfolio Valuation. Further information about these reports is provided in our general terms and conditions, it is therefore important that you also refer to these for full information.

What is included in this service?

Currently, nominee statements, contract notes, valuations, private equity and property reports may be accessed online. It is important that you are aware that upon registering for this service you will no longer receive paper copies. Dependent upon your service level other reports, such as nominee statements, will become available to this service in the future. We will send you prior notification advising you of each addition at least 30 days prior to launch as the online version of each report will replace the paper copies we currently provide.

Accessing online reports

This service is available to clients who have been provided with a user name and password in order to access a secure area of the Davy website, you may use these details to access your reports safely and securely. The right of access to this service (through the provision of a user name and password, or any alternative means of authentication which we might use in addition to or in lieu thereof) provided to you may not be assigned, licensed or otherwise transferred by you to any other person under any circumstances. It is important that you do not disclose your access details to anyone and you must take all reasonable care to prevent that unauthorised or fraudulent use of your access details. If you know or suspect that someone has obtained your access details you must inform us immediately.

Using the service

When a report becomes available for you to access online, we will send you an email or SMS text message alert within the following timeframes:

Contract notes: by the close of business on the day following a purchase or sale on your account as confirmation that the full contract note is available online.

Time frames applicable to other reports will be confirmed to you prior to these becoming available online.

Upon receipt of the alert you can access your reports safely and securely. Reports will be available online to you as a client of Davy for a period of 2 years from the date the report was made available online.

Important notes

It is your responsibility to check the accuracy of information provided to you in our contract notes, Portfolio Valuation statements and other reports and to contact us immediately in the event that you believe the information to be incorrect. We will assume that you have received your contract note and that the details on it are correct unless you contact us within 48 hours of the date of issue of the contract note. However, we reserve our right to correct errors at any time. If there is a mistake on your contract note (or other Davy report) or if information has been omitted, you will not be able to enforce the trade as confirmed to you and will be obliged to settle the trade as dealt by us.

As a result of high Internet traffic, transmission problems, systems capacity limitations, and other problems, you may, at times, experience difficulty accessing the website or communicating with Davy through the Internet or other electronic and wireless services. Any computer system or other electronic device, whether it is yours, an Internet service provider’s or Davy can experience unanticipated outages or slowdowns, or have capacity limitations. Davy, its directors, officers and employees do not accept any liability for any loss or damage arising therefrom.

In the event that access to the online reporting service is disrupted for technical reasons we will post a notice to that effect on the website as soon as reasonably practicable. If we declare the online reporting service unavailable in this way, and you wish to access a report during the outage, we will provide you with a paper copy of the report. At all other times we reserve the right to charge a fee in the event that you request a paper copy of your report(s). A schedule of our fees and charges is available on

These terms do not vary our general terms and conditions and in the event that these terms conflict with our general terms and conditions; these terms will prevail.