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Privacy Notice
This privacy notice explains how we use personal information we collect about you.
What information do we collect about you?
We collect information about you when you engage with us for financial advice. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.
We may collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to usage of our website is collected when you visit and communicate with us, complete forms or make a purchase. Information may also include the resources you access, but is not limited to traffic data, location data, weblogs and other communication data.
Why do we need to collect and use personal data?
The lawful basis that we intend to use for the processing of your data is for the ‘Performance of a Contract’ or ‘Legitimate Interests’. The information that we collect about you is essential for us to be able to effectively carry out the services that you require from us. In addition, without collecting your personal data, we would be unable to fulfil our legal and regulatory obligations. Where special category or sensitive data is required, we will obtain your explicit consent in order to collect and process this information. This information may be about physical or mental health, lifestyle choice, racial origin, political beliefs etc. and we will obtain your consent before processing any sensitive personal data.
If we give information about another person, then we will confirm that he/she has given their consent for us to act on their behalf.
How will we use the information about you?
We collect information about you to provide you with the services for which you engage with us.
Who might we share your information with?
If you agree, we may contact you about other products or services that we think may be of interest to you.
If you agree, we will pass on your personal information to other deVere Group companies, especially if you move jurisdiction, so that you will receive ongoing services; they may also offer you their own products and services.
This consent to transfer your data to a new controller will be obtained at the time of your relocation and will require you to sign a Data Transfer Form.
We will not share your information for marketing purposes with companies outside our group of companies.
In order to deliver services to you effectively, we may send your details to third party providers, such as those we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data, including those based outside of the European Economic Area (EEA) we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party, we will use appropriate security measures to protect your personal data in transit. This could include password protection and/or encryption of data. Administration services are outsourced and provided by deVere Group back office administration, based in Malta.
To fulfil our obligations in respect of prevention of money laundering and other financial crime, we may send your details to third party agencies for identity verification purposes.
How long do we keep hold of your information?
In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods. We reserve the right to retain data for longer under the legal basis of ‘Legitimate Interests’. In any case, we will not retain your personal data for longer than 5 years past the time of your death.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and Legitimate Interests as noted above.
Your Individual Rights
You have a right of access to your information. We will provide your information within one month of your request without charge. In order to do this, please contact your local Data Protection Officer.
You have the right of data portability. When your personal data is processed by automated means, you have the right to ask us to move your personal data to another organisation for their use.
You have the right of rectification meaning we have an obligation to ensure your personal information is accurate and up to date. If you believe your data is inaccurate, please notify us and we will rectify this for you.
You have the right to restrict processing. Should you contest the accuracy of the data held about you, in some circumstances, we can restrict data processing.
You have the right to object to your data being used in certain circumstances, for example, direct marketing.
You have rights relating to automated decision making, which means you have the right to not be subject to decision making based solely on automated processing.
You have the right of erasure which is to request the deletion of your data from our system, although we will only be able to comply where it does not conflict with our regulatory requirements.
Marketing
We would like to send you information about our products and services and those of other companies in the group which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes or giving information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post by writing to the address given.
Cookies
We use cookies to track visitor use of the website and to compile statistical reports on website activity. Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. We may use your information collected from the website to personalise your repeat visits to the site. Any data used to collate statistics from your visits will not identify you personally and will not breach any personal details.
For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
Other websites
Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.
What can you do if you are unhappy with how your personal data is processed?
You also have the right to lodge a complaint with the supervisory authority for data protection.
Changes to our privacy policy
We keep our privacy policy under regular review and we will inform you of any changes when they occur, or we will place any updates on our website.
This privacy policy was last updated on 23rd May 2018.
How to contact us
Please contact your local Data Protection Officer if you have any questions about our privacy policy or information we hold about you or contact privacypolicy@devere-group.com.
We are committed to protecting your personal information when you are using our services. We strive to make our services safe and enjoyable environments for you to use. We have created this separate cookies policy in order to provide comprehensive information about our use of cookies across our website.
This policy provides the following information for users:
Information about cookies
What is a cookie?
A cookie is a small amount of data, which frequently includes a unique identifier that is sent to your computer or mobile device (referred to here as a “device”) browser from a website’s server and is stored on your device’s hard drive. Each website or third party service provider used by the website can send its own cookie to your browser if your browser’s preferences allow it, but (to protect your privacy) your browser only permits a website or third party service provider to access the cookies it has already sent to you, not the cookies sent to you by other sites or other third party service providers. A cookie will contain some anonymous information such as a unique identifier and the site name and some digits and numbers.
What is a browser?
A browser is an application that allows you to surf the internet. The most common browsers are Internet Explorer, Firefox and Safari. Most browsers are secure and offer quick and easy ways to delete information like cookies.
Settings
What do cookies do?
Cookies record information about your online preferences and allow us to tailor the website to your interests. Information supplied by cookies can help us to analyse your use of our sites and help us to provide you with a better user experience.
Change your Browser Settings’
You can choose how cookies are handled by your device via your browser settings. The most popular browsers allow users to a) accept all cookies, b) to notify you when a cookie is issued, or c) to not receive cookies at any time. If you choose not to receive cookies at any time, the website may not function properly and certain services will not be provided, spoiling your experience of the website. Each browser is different, so check the “Help” menu of your browser to learn how to change your cookie preferences.
Types of Cookies
First Party Cookies
First party cookies are set by the website you are visiting and they can only be read by that site.
Third Party Cookies
Third party cookies are set by other organisations that we use for different services. For example, the website may also contain content embedded from, for example, YouTube or Flickr and these sites may set their own cookies.
Session Cookies
Session Cookies are stored only for the duration of your visit to a website and these are deleted from your device when your browsing session ends.
Persistent Cookies
This type of cookie is saved on your device for a fixed period. Persistent cookies are used where we need to know who you are for more than one usage session.
Flash cookies
Many websites use Adobe Flash Player to deliver video content to their users. Adobe utilise their own cookies, which are not manageable through your browser settings but are used by the Flash Player for similar purposes, such as storing preferences or tracking users. Flash Cookies work in a different way to web browser cookies; rather than having individual cookies for particular jobs, a website is restricted to storing all data in one cookie. You can control how much data, if any, may be stored in that cookie but you cannot choose what type of information is allowed to be stored. You can manage which websites can store information in Flash cookies on your device via the website storage settings panel on the Adobe website.
Web beacons, clear GIFs, page tags and web bugs
These are all terms used to describe a particular form of technology implemented by many websites in order to help them to analyse how their site is being used and, in turn, to improve your experience of their site. They may also be used to target any advertising being served on the web page you are viewing.
A web beacon (or similar) usually takes the form of a small, transparent image, which is embedded in a web page or an email. They are used in conjunction with cookies and send information such as your IP address, when you viewed the page or email, from what device and your (broad) location.
How do we use cookies?
Cookies enable us to identify your device. We use cookies that are strictly necessary to enable you to move around the site or to provide certain basic features. We also use cookies to help us to improve the performance of our website to provide you with a better user experience.
Typically, we use cookies to deliver the following services throughout the pages of our websites:
Further Information
Please contact the deVere team if you would like more information on the cookies that we use and their purposes.
deVere operates a robust Conflicts of Interest Policy (“The Policy”) and adds disclosures in accordance with various legal and regulatory requirements. The Policy is subject to change from time to time and may change without notice. Keep checking this website in order to be aware of any changes to The Policy.
The Policy includes the following disclosures:
1. Any personal interest of officers/directors in securities recommended by deVere.
2. Details regarding any directorships or other material relationships of officers/directors of deVere with companies and investments deVere may recommend.
The following policies are strictly prohibited and apply to all deVere personnel:
1. All personnel are prohibited from handling client monies.
2. Financial advisory staff are prohibited from managing client accounts on a discretionary basis.
Currently and in accordance with The Policy, deVere has no conflicts to disclose. Speak to your advisor for further information.
deVere Australia is a registered company to Australian Securities and Investments Commission’s (ASIC). Our Australian Company Number(ACN) is 169845667 and Australian Business Number(ABN) is 31169845667.
deVere Australia Group Pty Ltd (ABN: 76006275592) has an Australian Financial Services Licence. It is licensed and regulated by Australian Financial Services Authority under licence number 243320. Managing Director: Rowan Currie. Registered address: Suite 07, 56-60 Bay Road, Sandringham, VIC 3191, Australia. All our advisors are licensed to offer advice under our deVere Australia Group AFSL. Please note no contractual terms are binding on the Company unless signed by a Director of the Company.
deVere Acuma Botswana (Pty) Ltd is licensed and regulated by NBFIRA to operate as a securities institution to carry out the business of an Investment Advisor in the Republic of Botswana. Certificate number: NBFIRA 10/3/23 CM.
deVere & Partners Consulting (Shanghai) Co. Ltd has a certificate of approval for establishment of enterprises with foreign investment in the PRC. Certificate number 3100163604.
deVere France S.a.r.l, RCS B 528949837 29 Rue Taitbout, 75009, Paris, France. Gérant: Mr. Jason Trowles. Registre avec ANACOFI-CIF (Association Nationale des Conseils Financiers). Nombre enregistré: E008176, association agréée par l’Autorité des Marchés Financiers. Courtier d’assurances ou de réassurance, Catégorie B, inscrit à l’Organisme pour le Registre des Intermédiaires en Assurance (ORIAS) numéro enregistré 12064640. Garantie Financière et Assurance de Responsabilité Civile Professionnelle conformes aux articles L 541-3 du Code Monétaire et Financier et L 512-6 et 512-7 du Code des Assurances. deVere France S.a.r.l, registered company number RCS B 528949837, 29 Rue Taitbout, 75009, Paris, France. Gérant: Mr. Jason Trowles. Registered with ANACOFI-CIF (National Association of Financial Advisors). Registered number: E008176, association approved by the Financial Markets Authority. Insurance and re-insurance brokers, Category B, registered with the Organisation for the Registration of Assurance Intermediaries (ORIAS). Registered number 12064640. Financial and Professional Liability Insurance Guarantee conforms to article L 541-3 of the Monetary and Fiscal Code and L 512-6 and 512-7 of the Assurance Code.
deVere Ghana Limited is licensed and regulated by the Securities and Exchange Commission as an Investment Advisor, under license number SEC/IAL 003/20.
White Knight Insurance Limited is registered under registration number 68223 and registered office address: Level 5, Mill Court, La Charroterie, St Peter Port, Guernsey, GY1 1EJ is regulated by Guernsey Financial Services Commission for the activity of General Insurance Business. This firm was authorised by the Guernsey Financial Services commission as class 5 license holder on the 23rd October 2020. White Knight enables the Group to exercise better control over its own internal insurance risk requirements, reflecting its success as a growing presence in the international financial services arena.
Acuma Hong Kong Limited is registered as an Authorised Insurance Broker and is regulated by the Insurance Authority (IA) License number. FB1195.
deVere EU Zrt. is licensed and regulated by the Hungarian Financial Services Authority (Hungarian Central Bank) as an independent insurance broker(age), under license number H-EN-II-51/2017. deVere EU Zrt. is licensed to operate in the following countries under the freedom of services provision: Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Republic | Denmark | Estonia | Finland | France | Germany | Greece | Ireland | Italy | Latvia | Lithuania | Luxembourg | Malta | Netherlands | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Spain | Sweden. A deVere EU Zrt., a Magyar Nemzeti Bank, mint magyar pénzügyi szolgáltatási hatóság, H-EN-II-51/2017 sz. engedélyével rendelkezo és szabályozása alá eso, független biztosításközvetíto szervezet. A deVere EU Zrt., a szolgáltatásnyújtások szabadsága rendelkezés alapján a következo országokban rendelkezik muködési engedéllyel: Ausztria | Belgium | Bulgária | Horvátország | Ciprus | Cseh Köztársaság | Dánia | Észtország | Finnország | Franciaország | Németország | Görögország | Írország | Olaszország | Lettország | Litvánia | Luxemburg | Málta | Hollandia | Norvégia | Lengyelország | Portugália | Románia | Szlovákia | Szlovénia | Spanyolország | Svédország.
deVere Group India Investment Advisors Private Limited is regulated and licensed to act as an Investment Advisor by the Securities and Exchange Board of India under registration number INA100002693.
deVere Italia Srl (Società con Socio Unico). Registered number in Italy: MI-2041405. Registered Office Address: Viale Francesco Restelli, 1, Milano 20124, Italy. deVere Italia SRL is regulated by IVASS – Istituto per la Vigilanza sulle Assicurazioni as an Insurance Broker under sec. B of RUI (Register of Intermediaries governed by IVASS) license number B000500730. deVere Italia SRL e` autorizzata dall’Istituto per la Vigilanza sulle Assicurazioni come un broker assicurativo sec. B of RUI (Registro Unico degli Intermediari assicurativi e riassicurativi) con il numero di autorizzazione B000500730.
deVere Group Kuwait operates under a joint venture with Resources Development Consultancy Group. The company is licensed under trade license number 75341 by the State of Kuwait Ministry of Commerce and Industry.
UAB deVere E-Money is licensed and regulated by the bank of Lithuania for the issuance of electronic money and provisions of payment services and any related activities under license number 9. The main fields of electronic-commercial activities of the Company: financial activities, electronic money institution activities, other monetary intermediation, other financial service activities, other credit granting, activities auxiliary to financial services and leasing services.
deVere & Partners (L) Ltd is authorised and regulated by the Labuan Financial Services Authority (LFSA) as an Offshore Insurance Broker with License No is BS200132.
deVere Investment Limited is licensed and regulated in Mauritius by the Mauritius Financial Services Commission as an investment bank, with the registered office address as Suite 406, 4th Floor, Catalyst Building 40, Ebene Cybercity 1721-04 Mauritius
Acuma deVere Independiente S.A. de C.V. is registered with the Public Registry of Commerce of Mexico City to provide investment advice and management.
deVere New Zealand Limited (FSP502166) is registered by the Financial Markets Authority to provide the following financial services: wholesale and/or generic financial advisor services, employer of a financial Advisor; and keeping, investing, administering, or managing money, securities, or investment portfolios on behalf of other persons.
deVere Philippines Limited Inc does business under the name of deVere Insurance Agency and is licensed and registered with the Securities and Exchange Commission under company registration number CS201206112 to sell, solicit or negotiate insurance for compensation as insurance agent.
Poland Branch: deVere EU Zrt is licensed and regulated by the Hungarian Financial Services Authority (Hungarian Central Bank) as an independent insurance broker(age), under license number H-EN-II-51/2017 and has passporting rights under the freedom of establishment act to transact business in Poland. deVere EU Zrt. is licensed to operate in the following countries under the freedom of services provision: Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Republic | Denmark | Estonia | Finland | France | Germany | Greece | Ireland | Italy | Latvia | Lithuania | Luxembourg | Malta | Netherlands | Norway | Poland | Portugal | Romania | Slovakia | Slovenia | Spain | Sweden.
deVere Spain S.L. Registered number in Spain: B92881598. Registered Office Address: Edificio MS208 Parque Myramar, 2nd Floor, Avda Saenz de Tejada s/n, Mijas Costa, Malaga, 29649, Spain. deVere Spain S.L., Correduría de Seguros, REG. DGS núm J2807, R.C. asegurada con AIG Europe Limited Sucursal en España, Capacidad Financiera conforme a la Ley. deVere Spain S.L., Insurance Broker, Registered DGS nº J2807, PI insurance with AIG Europe Limited Sucursal in Spain, appropriately qualified according to the law. deVere Spain S.L. is licenced by the DGS to operate in the following countries under the freedom of services provision: Austria | Belgium | Bulgaria | Croatia | Cyprus | Czech Rep | Denmark | Estonia | Finland | France | Germany | Greece | Ireland | Italy | Latvia | Lithuania | Luxembourg | Norway | Poland | Portugal | Romania | Slovakia | Slovenia |Sweden | The Netherlands | United Kingdom (Gibraltar)
Abu Dhabi Branch: deVere Acuma Insurance Brokers L.L.C(Branch of Abu Dhabi) Office Address – Office 402, Al Bustan Office Tower, Rabdan Street, Abu Dhabi, United Arab of Emirates. Regulatory Licence – Licenced by the Insurance Authority under registration number 190 to act as an Insurance Broker. Commercial License Number – CN-1163508.
Marina Branch: Trade Name – deVere Acuma Insurance Brokers L.L.C (Branch). Office Address – 22nd Floor, Suite 2201, Marina Plaza Office Tower, Emaar Drive, Dubai Marina, P.O. Box 75464, Dubai United Arab Emirates. Regulatory Licence – Licenced by the Insurance Authority under registration number 190 to act as an Insurance Broker. Commercial License Number – 774802.
Marina Branch: Trade Name: Acuma L.L.C. (Branch). Office Address – 22nd Floor, Suite 2201, Marina Plaza Office Tower, Emaar Drive, Dubai Marina, P.O. Box 75464, Dubai United Arab Emirates. Regulatory License – Licensed by the Securities and Commodities Authority to practice the activity of Financial Consulting and Financial Analysis under Registration Number 608008. Commercial License Number – 899558.
Head Office: Registered Name – deVere Acuma Insurance Brokers L.L.C. Office Address – 401, H Hotel Office Tower, 1 Sheikh Zayed Road, P.O. Box 23940, Dubai, United Arab Emirates. Regulatory Licence – Licenced by the Insurance Authority under registration number 190 to act as an Insurance Broker. Commercial License Number – 571190.
Head Office: Registered Name – Acuma L.L.C. Office Address – 401, H Hotel Office Tower, 1 Sheikh Zayed Road, P.O. Box 23940, Dubai, United Arab Emirates. Regulatory License – Licensed by the Securities and Commodities Authority to practice the activity of Financial Consulting and Financial Analysis under Registration Number 608008. Commercial License Number – 514854.
WPS Advisory is registered in England and Wales under company Number 08874015 at 7 St John Street, Mansfield, Nottinghamshire, NG18 1QH and authorised by the Financial Conduct Authority under No 624546. The firm specialises in providing finanacial advice in the workplace to some of the UK’s largest public companies.
deVere Group Vietnam Company Limited’s Enterprise Registration Certificate number: 0314214267
deVere & Partners Investment Services Ltd (Zambia) is an Investment Advisor authorised by the Securities and Exchange Commission of Zambia with License Number IAL/10/24.
deVere Zimbabwe (Pvt) Ltd. is licensed and regulated by the Securities and Exchange Commission of Zimbabwe as a Securities Investment Advisory Company in terms of the Securities and Exchange Act (Chapter 24:25). Registration number: SECZ4528V. deVere Zimbabwe (Pvt) Ltd. has an Investment license (Chapter 14:30 2006) granted in terms of Section 15 of The Zimbabwe Investment Authority Act by the Zimbabwe Investment Authority, license number 002495, for the provision of Financial Advisory Services.
It is important to stay secure while using the internet. It has been reported that external entities falsely represent themselves as providing financial services for deVere Investment and may use the names of current employees when attempting to carry out fraudulent activities.
Report fraud by emailing csvglobaladmin@devere-group.com.
