Welcome to Edale! To get started with our financial advisory services, we need some essential details to ensure we provide the best advice tailored to your unique circumstances. Please complete the form below with your personal information, including your full name, date of birth, national insurance number, and citizenship(s). If you are a US person, kindly provide your Social Security Number as well. Additionally, include your current and past addresses from the last three years to complete the onboarding process. This information will help us understand your situation and offer the right guidance.
Your personal information shall be used as per our privacy policy and terms of business.
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All data entered in this form is securely captured and stored using SSL encryption, ensuring your personal details are protected. We prioritise your privacy and use the latest security protocols to safeguard your information.