deVere Group Questions and Answers
Urgent request for statement of account.
I was a client with the HCMC office and moved back to US in September of 2016. I have not had a US contact despite numerous request when first back.
I have triedto contact HCMC office my agent was david and contact his assistant via email.
I need a copy of my quarterly or ytd statement for a mortgage application. Please send me a copy or have someone contact me at donniles@***.com
What Services do we offer?
deVere Group provides a range of products and services to help guide you closer to achieving your financial goals, tailoring plans to suit your individual needs in the short and long term. Our fully qualified consultants can offer advice on everything from education fee planning, foreign exchange, pension planning, regular savings and funds, through to mortgages, structured products and life assurance. Clients also have access to more than 5,000 investments funds through deVeres online fund platform.
Why choose deVere?
With our numerous years of experience and dedication to providing services to best serve the needs of our clients, deVere Group maintains its place at the forefront of the industry with well over 80,000 clients in more than 100 different countries - and in excess of $10 billion under advice and administration. deVere Group's broad spectrum of highly regulated, exclusive financial products has been developed through our powerful alliances with some of the largest international investment houses and insurance companies, giving us access to a wide range of exclusive products that often cant be found anywhere else on the market.
Who are we? Who do we employ?
With over 500 consultants around the world, we ensure each adviser undergoes a complex training programme before they start in the field. All our advisers our fully-qualified and have passed the CISI International Wealth Management Qualification.
How can a client get in touch with customer care if they are having problems with their consultant?
As part of our high-quality service, we understand the importance of regular contact between the consultant and the client to update them on the performance of their investments. However, if your consultant hasnt been in touch or you would like to change adviser, we can allocate a new consultant and arrange a review appointment for the client to be introduced to the new Adviser. An email can be sent to CSVhelp@devere-group.com or you can call client services on +356 22566900.
I wrote an email to the CSV help line as I wasn’t happy with my financial advisor, asking for another advisor or how to terminate my contract with Devere and they sent my email to the advisor!
What can the customer care team do to help?
deVeres dedicated customer care team have the clients best interests at heart, and can assist with any problems you may be experiencing. The Client Services Team are always available as a secondary level of support and will maintain regular contact to ensure that any requests/issues are duly resolved.
What does a client need to provide for us to help them?
We can identify a client by their name but if you have a policy number as well it is preferable.
How can I make a complaint?
Our clients relations team strive to resolve any issues you may have; however, if you are still unhappy with the service, contact us so we can provide you a complaints procedure if necessary.
We are very sorry to hear this so sincere apologies for the inconvenience caused. Please contact our Client Services team on email@example.com to request a valuation of your policy and they will assist you accordingly.
Thank you for your reply. Is there a US contact number or office to contact for this information? Secondly, when you say valuation of policy is that my plan which consists of several mutual fund accounts? sounds more like an insurance policy which is not what we though we were getting back in 2015.ThanksDon Niles