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In these difficult times, individuals are at a higher-risk of being exposed to financial scams using phishing and cold calls in an attempt to extract sensitive information for financial gain. As the coronavirus outbreak has worsened there has been a significant increase in the number of cyber criminals trying to exploit anxiety around Covid-19. Please be extra vigilant and do not respond to any correspondence of which you are unsure, even if it appears to be from a respectable source. Please be aware that emails from Devon will always come from [name]@devonem.com.
We have updated our Privacy Notice to align with the new data privacy law in the European Union, known as the General Data Protection Regulation (GDPR) to which we are subject. Data protection and the security of your information always has been and remains of paramount importance to us.
Any information concerning Shareholders and other related natural persons (together the Data Subjects) provided to, or collected by or on behalf of Devon Equity management Limited (Devon) and Devon’s SICAV and Investment Trust clients (together the Controllers) (directly from Data Subjects or from publicly available sources) will be processed by the Controllers as joint controllers, in compliance with the GDPR.
You are not required to take any action in respect of this notice, but we encourage you to read our Privacy Notice. Our Privacy Notice can be found on our website, www.devonem.com. In the event that you hold your shares as a nominee, we request that you promptly pass on the details of where to find our Privacy Notice to the underlying investors and/or the beneficial owners.
Before accessing this website you must read and accept the following terms and legal notices. If you are not able to access the website according to these terms or do not understand their meaning you must not proceed any further and should decline to accept them.
This website includes information about financial products that are not registered for sale in United Kingdom. This information is therefore made available solely to persons meeting the below criteria. These persons must not pass on any information to third parties with whom it would not be lawful to do so according to local legislation and regulation.
Persons accessing this website must be either an investment professional or a high net worth company as outlined below. Persons who do not meet these criteria cannot proceed any further and must leave the website or select another investor-type suitable to their own circumstances.
Devon use its own and third party cookies to improve your online experience. By looking at and understanding your browsing preferences we are able to provide content that is most relevant to you and show you related advertising. By accepting this disclaimer you accept that Devon will write cookies to your PC in accordance with the Devon Cookie policy and thus you accept the Devon Cookie Policy.
(i) an authorised person (this will include banks, stockbrokers, securities houses, investment managers, insurance companies and financial intermediaries);
(ii) a person who is exempt from the requirement for authorisation under the Financial Services and Markets Act 2000 (“FSMA”) (this will include appointed representatives of authorised persons, The Bank of England, central banks of other EEA States, The European Central Bank and the International Monetary Fund);
(iii) a person whose ordinary activities involve him in carrying on a regulated activity as defined in the FSMA (e.g., arranging deals in or advising on investments) to which the financial promotion relates or who it is reasonable to expect will carry on such activity for the purposes of a business carried on by him;
(iv) a government, local authority or international organisation; and
(v) a person acting in his capacity as a director, officer or employee of a person of a type described in paragraphs (i) to (iv) above (i.e. he must not be acting on his own personal account) whose responsibilities, when acting in his capacity as a director, officer or employee of such person, involve him in engaging in regulated activities as defined in the FSMA.
(i) a body corporate which has a called-up share capital or net assets of at least £500,000 (if it has more than 20 members or is a subsidiary of a parent undertaking with more than 20 members) or, in any other case, at least £5 million;
(ii) an unincorporated association or partnership which has net assets of at least £5 million;
(iii) the trustee of a trust with assets (before deducting any liabilities) of at least £10 million or which were at least £10 million within the previous year; or
(iv) a person acting in his capacity as a director, officer or employee of a person of a type described in paragraphs (i) to (iii) above (i.e. he must not be acting on his own personal account) whose responsibilities, when acting in his capacity as a director, officer or employee of such person, involve him in engaging in regulated activities as defined in the FSMA.
Key disclosure documents published by Devon Equity Management Limited:
Privacy Notice & Cookie Policy
Anti-Slavery and Human Trafficking Statement
Proxy Voting Policy
Remuneration Policy
Tax Strategy
Best Execution and Order Handling Policy
RTS 28 Disclosure
Anti-Slavery and Human Trafficking Statement
Conflicts of Interest Policy
Pillar 3 Disclosure
UK Stewardship Code
FATCA W8BenE
CRS self-certification
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