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 adviser for further information.
Date for the month ending August, 2024
| Sr. No. | Received From | Pending at the end of the month | Received | Resolved | Total Pending# | Pending complaints > 3 months | Average Resolution Time^ (in days) |
|---|---|---|---|---|---|---|---|
| 1 | Directly from Investors | NIL | NIL | NIL | NIL | NIL | N/A |
| 2 | SEBI (SCORES) | NIL | NIL | NIL | NIL | NIL | N/A |
| 3 | Other Sources (if any) | NIL | NIL | NIL | NIL | NIL | N/A |
| Grand Total | NIL | NIL | NIL | NIL | NIL | N/A |
^Average Resolution time is the sum total of time taken to resolve each complaint in days, in the current month divided by total number of complaints resolved in the current month. If you have a complaint, send it to this email, [email protected]