Become Our ClientClient Application Process

Helping investors to make the most of their wealth

Seeking the advice of financial professionals is essential to the effective management of your wealth. At Castleton Rose we specialize in working closely with private investors and their families as together we work towards creating a more prosperous financial future.

We welcome your application

Castleton Rose welcome applications from likeminded private individuals who may already have an established investment portfolio yet seek an alternative perspective on a global scale.

Likewise we welcome applications from individuals who are new to investment and therefore require professional guidance on where to begin.

Client account application process

To become our client, follow the account application process below;

  • 1. Download the Castleton Rose Account Application Forms here or to the left of your screen.
  • 2. Complete the application making sure that the sections marked as 'required' are fully complete.
  • 3. Sign and date the completed application.
  • 4. Return the application as instructed by your wealth adviser or use the details to the left of this page.
  • 5. Note Incomplete applications will not be processed. This will result in a delay with your application.
  • 6. Completed applications will be reviewed within 24 business hours of receipt. In some cases Castleton Rose may require additional information to assist with our Know Your Client policies.

For more information on the application process, please speak to your wealth adviser or contact Castleton Rose today.

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