Intermediaries

Our intermediary packs include our intermediary flyer, intermediary letter and relevant intermediary application form:

If you would like to receive hard copies of the above documents please email besinfo@bes.ie

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.

BES Management DAC

BES Management DAC is regulated by the Central Bank of Ireland. BES Management DAC is a joint venture company owned by Davy and BDO. J&E Davy, trading as Davy, is regulated by the Central Bank of Ireland.

Davy is a member of Euronext Dublin and the London Stock Exchange. BDO is authorised to carry on investment business in the Republic of Ireland by the Institute of Chartered Accountants in Ireland.

davy bdo ireland

Get in touch

BES Management DAC
Fifth Floor,
Beaux Lane House,
Mercer Street Lower,
Dublin 2.
D02 DH60

Investors wishing to receive information in relation to our various Davy BES/EIIS Funds, please contact the Davy Execution Desk on 01 614 9000 or email besinfo@bes.ie

Companies wishing to receive further information about The Davy EII Tax Relief Fund can contact:

Andrew Bourg

For information on our BES Tax Advisory Services please view our Tax Advisory Page on the BDO website.

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

Please note that your firm can not provide investment advice to clients on a professional basis in relation to The 2018 Davy EIIS Fund 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:

  • an investment business firm under Section 10 or 26 of the Investment Intermediaries Act 1995; or
  • a certified person who holds a valid certificate from an approved professional body; or
  • a solicitor acting as an investment product intermediary under Section 2(7) of the Investment Intermediaries Act 1995; or
  • or authorised under the MiFID Directive,

and you/the firm hold a valid appointment in writing from BES Management DAC.

I confirm that I agree to the above conditions and wish to view the Intermediaries page