With the recent Core deployment, we are pleased to announce upgrades to the Core online fact find to allow prospects and clients to fill in and amend the online fact find themselves. The new functionality facilitates business by allowing consultants to have all the data needed to prepare before meeting with a prospect. This reduces data collection time and allows consultants to focus more time on client interaction and discussing solutions that are best suited for the client’s goals and personal situation. Please contact your financial advisor to initiate the process.
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 [email protected].
deVere Investment Ltd is licensed and regulated in Mauritius by the Mauritius Financial Services Commission to conduct investment banking services, with the registered office address as 6th Floor, ABSA house, Wall Street, Ebene Cybercity, Mauritius. Investment Banking Licence Number : IK16000003
DVIL EUROPE S.R.L. is incorporated in Italy with company registration number MI-269601
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