Personal Investment Account – Important information

Our Personal Investment Account can be opened online with a €500 initial investment. And if you need help with the online account opening form, or have a question at any stage about your account, our customer service team are available in our Dublin office, from 8am to 5:30pm, Monday to Friday on +353-1-614-8900 or davyselect@davy.ie.

• The Davy Select Personal Investment Account (Execution-Only) is an online account designed for those who are comfortable making their own investment decisions, without advice.
• It allows 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.
• EU / UK residents only.

Important information

Davy Select Personal Investment Account (Execution Only) is an online account designed for those who are comfortable making their own investment decisions, without advice. Before you open a Davy Select Personal Investment Account (Execution-Only), it is important you have taken the time to read and understand all of the account opening information including the Execution-Only Service Terms, which will be sent to you via your email as a PDF attachment during the application form process. You should pay particular attention to the following sections to ensure that this product meets your needs and level of investment experience:

Terms & Conditions

• 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

By opening a Davy Select Online Account you are registering for access to myDavy and choosing to receive your correspondence online. myDavy is the secure area of the Davy website where you can access your Davy account information online. Online correspondence may include contract notes, valuation reports, client asset statements, tax packs and any other documents as Davy may determine from time to time for your Davy Select Personal Investment Account. When correspondence becomes available for you to access online, we will send you an email or SMS text message alert within specified time frames. If you wish to receive this information by way of paper, you can choose this option in myDavy or by contacting us in writing at Davy Select, Davy House, 49 Dawson Street, Dublin 2 and requesting this information by post. Further details about myDavy are provided in the Terms and Conditions of your Davy account.

In order to comply with the Criminal Justice (Money Laundering and Terrorist Financing) Act 2010 to 2021 and the Criminal Justice Act 2013, we are required to verify the identity of each new client. It is important to note that we will not be able to open an account unless the correct documents have been received.
We ask that you read everything carefully. Once you have digitally signed your application form, you will be asked to provide the appropriate identification documentation (which are listed on the first page of the digital application process). You will then receive a letter to verify your address. Once you have completed your application form, uploaded your ID documents digitally and completed the address verification via the letter, we will be able to open your account. If you do not proceed to activate your account your information will be deleted within 90 days.

If you are unable to provide any of the documentation or if you are a non-resident, please call +353 1 614 8900 or email at davyselect@davy.ie

Intermediary clients can avail of these accounts. Additional account options are also available. Please contact Davy Select or your intermediary for more information.

Please ensure you have read the above Important Information section.

Open account online

If you wish to request a paper application form please click here.

Other account types

If you wish to request a copy of the application form to be posted to you or are applying for a Joint account, Corporate account or a Minor account please click here.