Letter of appointment

This digital form allows for the appoint of a new adviser. Complete the form and a signed letter will be provided to you and your adviser.

If joint holders complete the form together at the same time. This form is mobile optimised for use with smartphones and also desktops.

    Letter of authority to appoint a new adviser
    * required field
    Full Name*
    Your Email*
    Address*
    Your date of birth*
    Joint holder full name
    Joint holder email
    Joint holder date of birth
    Product Provider*
    Policy or Account Number(s)*
    Please accept this instruction as my/our authority to transfer the administration and servicing of all my/our policies to my/our Investment Advisers at:

    Edale UK Management Limited, 15 Bell Street, Reigate, RH2 7AD, UK
    020 799 35 360
    hq@edale.co
    Financial Conduct Authority FRN
    Adviser name
    Please comply with this request and supply Edale UK Management Limited with any information or copies of documentation they may require.
    Signature [signature* signature-1 cols:400 rows:200]
    Signature of joint holder [signature signature-2 cols:400 rows:200]