If you would like an accurate illustration from Whitechurch Securities Discretionary Fund Management please complete the information below.

If you require any assistance or would like an illustration for a Bespoke Strategy, please contact us on: 0117 452 1207 or dfm@whitechurch.co.uk

Adviser Details

Adviser Name *

Advisory Firm *

Client Details

Client First Name

Client Last Name

Existing WSL Client? Please select Yes No

Please provide details of existing client WSL investments

Investment Details

Investment Type *

Investment Amount *

Investment Strategy * Please select Ethical - PMS Ethical Balanced: Risk Level 5 Ethical - Prestige Ethical Income & Growth: Risk Level 4 Ethical - Prestige Ethical Income & Growth: Risk Level 5 Ethical - Prestige Ethical Income & Growth: Risk Level 6 Ethical - Prestige Ethical Income & Growth: Risk Level 7 Passive - PMS Dynamic Defensive: Risk Level 3 Passive - PMS Dynamic Cautious: Risk Level 4 Passive - PMS Dynamic Balanced: Risk Level 5 Passive - PMS Steady Growth: Risk Level 6 Passive - PMS Growth: Risk Level 7 Active - PMS Cautious Growth: Risk Level 4 Active - PMS Monthly Distribution: Risk Level 5 Active - PMS Global Income & Growth: Risk Level 6 Active - PMS Stockmarket Growth: Risk Level 7 Active - PMS Global Shift: Risk Level 8 Prestige Capital Growth: Risk Level 3 Prestige Income & Growth: Risk Level 3 Prestige Income: Risk Level 3 Prestige Capital Growth: Risk Level 4 Prestige Income & Growth: Risk Level 4 Prestige Income: Risk Level 4 Prestige Capital Growth: Risk Level 5 Prestige Income & Growth: Risk Level 5 Prestige Income: Risk Level 5 Prestige Capital Growth: Risk Level 6 Prestige Income & Growth: Risk Level 6 Prestige Income: Risk Level 6 Prestige Capital Growth: Risk Level 7 Prestige Income & Growth: Risk Level 7 Prestige Aggressive Growth: Risk Level 8

Initial Advisory Fees *

Ongoing Advisory Fees *

Would you like to receive our latest offers, news & updates straight to your inbox? * Yes No

Whitechurch Securities Limited is a data controller registered with the Information Commissioner’s Office (ICO). Read our Privacy Statement to see how we process any personal information we hold and your rights over such information in compliance with the General Data Protection Regulation.

Please enter the characters shown