FlexGlobal Investment Switch Form

    CLIENT PERSONAL DETAILS

    Select Title (required)

    CONTACT DETAILS IN CASE OF QUERIES

    INVESTMENT SELECTION

    This section is to be completed, with your appointed Financial Adviser, to indicate your new investment fund choices.

    Do you wish to change your previous selected investment scheme?

    Please select your new investment's kind.

    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





    Special Notes

    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


    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    BlackRock
    GAM

    Pacific Asset Management

    Special Notes

    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


    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    BlackRock
    GAM

    Pacific Asset Management

    Special Notes

    Please select your investment's kind.

    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





    Special Notes

    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


    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    BlackRock
    GAM

    Pacific Asset Management

    Special Notes

    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


    Fund Manager Defensive Cautious
    Aberdeen Standard Investments GBP

    GBP

    GBP

    GBP

    BlackRock
    GAM

    Pacific Asset Management

    Special Notes

    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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