FlexGlobal Application

    CLIENT PERSONAL DETAILS

    Select Title (required)

    BANK DETAILS

    Are the funds from your investment being remitted from a different bank account? (required)

    INVESTMENT SELECTION

    Could you make investments in multiple currencies? (required)

    Choose FlexGlobal plan currency (required)
    Choose one of your currencies for the FlexGlobal plan (required)

    Choose kind of investments (required)

    Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ? (required)

    Based on your risk profile choose an investment strategy (required)

    Fund Manager Growth Adventurous
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    GBP


    GBP

    GBP

    GBP

    GBP

    BlackRock


    Canaccord Genuinity



    GAM



    Pacific Asset Management


    Fund Manager Cautious Moderate Growth
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP

    GBP


    GBP

    GBP


    BlackRock





    Canaccord Genuinity





    GAM








    Pacific Asset Management








    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP


    GBP

    GBP

    GBP

    GBP

    GBP

    BlackRock


    GAM





    Pacific Asset Management





    Establishment fee (required)

    Particular requests to the operator

    Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ?(required)

    Based on your risk profile choose an investment strategy(required)

    include_blank "GBP" "USD" "EUR"]

    Fund Manager Growth Adventurous
    Aberdeen Standard Investments GBP

    GBP


    GBP

    GBP

    BlackRock
    Canaccord Genuinity



    GAM

    Pacific Asset Management
    Fund Manager Cautious Moderate Growth
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    GBP

    GBP


    BlackRock

    Canaccord Genuinity

    GAM


    Pacific Asset Management


    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    BlackRock
    GAM

    Pacific Asset Management

    Establishment fee (required)

    Particular requests to the operator

    Do you wish your contributions to FlexGlobal to be in a different currency from your plan currency ? (required)

    Based on your risk profile choose an investment strategy (required)

    Fund Manager Growth Adventurous
    Aberdeen Standard Investments GBP

    GBP


    GBP

    GBP

    BlackRock
    Canaccord Genuinity



    GAM

    Pacific Asset Management

    Fund Manager Cautious Moderate Growth
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    GBP

    GBP


    BlackRock

    Canaccord Genuinity

    GAM


    Pacific Asset Management
    [selec* your-PAMcon_lumpsum_curr_available include_blank "GBP" "USD" "EUR"]


    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    BlackRock
    GAM

    Pacific Asset Management

    Particular requests to the operator

    Indicate the source of the funds being subscribed to FlexGlobal? (required)

    Details
    Details
    Details
    Details
    Details

    JERSEY WILL AND TESTAMENT:

    BENEFICIARY DETAILS:

    Indicate the number of individuals that you would like to benefit form your FlexGlboal Assets in the event of your demise? (required)

    1ST BENEFICIARY

    1ST BENEFICIARY

    2ND BENEFICIARY

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    4TH BENEFICIARY

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    4TH BENEFICIARY

    5TH BENEFICIARY

    1ST BENEFICIARY

    2ND BENEFICIARY

    3RD BENEFICIARY

    4TH BENEFICIARY

    5TH BENEFICIARY

    6TH BENEFICIARY

    CLIENT'S DECLARATION:


    Date

    FINANCIAL ADVISER'S DECLARATION:


    Date

    Edale © all rights reserved 2021.
    Edale UK Mangement Limited, trading as Edale and Edale Investments, authorised and regulated by the Financial Conduct Authority (Reference number: 812332) with offices at 15 Bell Street Reigate Surrey RH2 7AD UNITED KINGDOM.
    Edale Enterprises Limited Company number 12112087 Registered office address 15 Bell Street, Top Floor, Reigate, England, RH2 7AD.
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