• The key features of the 2015 Client Asset Regulations;
  • An explanation of what constitutes client assets under the Client Asset Regulations;
  • The circumstances in which the Client Asset Regulation apply and do not apply;
  • An explanation of when Davy will hold client assets itself, and when client assets will be held by a third party; and
  • The arrangements applying to the holding of client assets and the relevant risks associated with these arrangements.


Ireland

Client Account Key Information Document

UK

Client Account Key Information Document