Our intermediary packs include our intermediary flyer, intermediary letter and relevant intermediary application form:
Intermediary Pack for Certified Persons
Intermediary Pack for Persons Regulated by the Central Bank
If you would like to receive hard copies of the above documents please email firstname.lastname@example.org
This does not constitute an offer or an invitation to subscribe to the Fund nor does it constitute investment advice as it does not consider the knowledge and experience, investment objectives or financial situation of any particular person. Applications for subscription may only be made on the basis of an Application Form. A more comprehensive list of risks attaching to this investment are set out in the Prospectus for the Fund, which investors should read and fully understand prior to making a decision to invest.
Warning: The information contained herein does not purport to be comprehensive, all inclusive or to contain all the information that a prospective investor might reasonably require in considering an investment in the Fund. It is strictly for information purposes only and must be read in conjunction with the Prospectus. This information does not constitute advice or a recommendation in any way. It does not take into account the knowledge and experience, investment objectives or financial situation of any particular person. The information contained herein is based on our understanding of current Irish tax legislation and Revenue guidelines. Prospective investors are advised to make their own independent commercial assessment of the information contained and obtain independent professional advice (including inter alia legal, financial and tax advice) suitable to their own individual circumstances, before making an investment decision, and only make such decisions on the basis of their own objectives, experience and resources.
Please note that your firm can not provide investment advice to clients on a professional basis in relation to the Davy EII Tax Relief Fund 2017 or receive and transmit orders for investment in the Fund to BES Management DAC or Davy unless your firm is currently appropriately authorised to do so as an:
- Investment business firm under the Investment Intermediaries Act 1995;
- A certified person under the Investment Intermediaries Act 1995, holding a valid certificate from your approved professional body; or
- A solicitor acting as an investment product intermediary under the Investment Intermediaries Act 1995, and your firm holds a current valid appointment in writing from BES Management DAC or Davy.
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