Pension accounts - Important information

There are a number of pension accounts (Execution Only) which Davy Select can arrange for investors who are comfortable making their own investments without advice.

These online accounts allow you to invest in shares, funds, exchange-traded funds (ETFs) and bonds. You can also hold cash on your account. The minimum initial amount required to open an account is €500, except for Personal Retirement Saving Accounts (PRSAs) where no minimum applies.

There are a range of pension structures available. For pension accounts, a member of our team will contact you. We are obliged to ensure that you have enough information to choose the account type and service level that best suits your needs.

By opening a Davy Select pension account you are choosing to access your account online through myDavy. You will also receive your account correspondence through myDavy. You will get an alert by email when new correspondence is available in your account.

Before you open a Davy Select Pension Account (Execution-Only), we recommend that you take the time to read and understand the terms, paying particular attention to the following sections.

• Terms & Conditions
• Risk Disclosure Statement
• Information about Davy's Order Execution Policy
• Information about Davy's Conflicts of Interest Policy
• Client Asset Key Information Document
• Privacy Notice
• Execution-Only Fees & Charges

Additional documents will be provided in relation to pension accounts, once you have selected the account type that is right for you.

We will not send you marketing material without your explicit consent. If you do not proceed with your application, your details will be deleted within six months, subject to our regulatory obligations. You can contact us in the meantime if you wish to alter or delete your details at davyselect@davy.ie.

Please ensure you have read the above Important Information section.

Open a pension account