DSW Wealth
- Discretionary services
- Our services explained
- How to apply
Andy Palfreman
Chief Investment Officer
Home > Discretionary Services > How to apply
Apply for a Discretionary Account with DS Wealth
To become a client of DS Wealth, please ensure that you agree to our Terms and Conditions, then simply download the application form, print it off, complete and attach the necessary documentation, then sign it and send it on to us.
Please send your completed and signed form(s) to the address shown in the box below. Remember to send a cheque (made payable to DS Wealth) for the amount of your initial investment.
If you are transferring holdings to DS Wealth you might need to complete either a CREST Transfer form or a Stock Transfer form.
What happens next?
Once we have received your form, a member of our Investment Team will contact you to set up a meeting or discuss your requirements furthering more detail.
To talk to one of our Discretionary Trading Advisors,
contact us on 0207 337 2670.