Account Application

Become a Dalton Client

Company Profile

Dalton Financial. Where clients come first.

IntegrityIntelligence. Innovation. These are the foundations on which Dalton Financial is built upon. They are also part of our business philosophy, which drives us towards creating world-class financial solutions for our distinguished clientele.

Whether you seek to create wealth, preserve it, or to prepare for the future, the Dalton wealth advisors are on hand to create a dependable financial solution for you. Our advice is impartial, we recommend solutions that we believe will contribute to your financial wellbeing. Follow the steps below to complete the account application process. It could be the most rewarding financial decision that you'll ever make.

Account application process

1. Download the Dalton Financial Account Application Forms, which can be found to the left of your screen.

2. Complete all sections of the application, paying specific attention to the 'Required' sections.

3. Sign and date the completed application.

4. Return the application as instructed by your wealth advisor 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 hours of receipt (During Business Hours). In some cases Dalton Financial may require additional information to assist with our Know Your Client policies.

For more information on the application process, please speak to your wealth advisor or contact Dalton today.