Bellhaven Trust Co.
New Account Application · Introducing Adviser: Alderbrook Wealth
Partners, Halvern · Application date: June 15, 2026
Account
| Account title | Rosalind Tilley — Individual Taxable |
| Account type | Individual Taxable |
| Account number | ••• 3515 |
| Custodian | Bellhaven Trust Co. |
| Household ID | H010 |
| Advisory relationship | Discretionary, per Investment Advisory
Agreement dated 2026-06-15 |
Account Holder
| Name | Rosalind Tilley |
| Taxpayer identification | [REDACTED — SPECIMEN] |
| Mailing address | [REDACTED — SPECIMEN], Halvern |
| Employment | [REDACTED — SPECIMEN] |
Funding — Transfer of Assets
| Funding method | ACAT transfer, in-kind |
| Delivering account | [REDACTED — SPECIMEN] |
| Bank wire routing number | [REDACTED — SPECIMEN] |
| Bank wire account number | [REDACTED — SPECIMEN] |
Investment Profile
| Objective | Growth with income |
| Risk tolerance | Moderate |
| Time horizon | Long term |
| Model / strategy | Balanced core (see advisory file) |
Applicant authorizes Bellhaven Trust Co. to open the account above and to accept trading and
fee instructions from Alderbrook Wealth Partners under the executed advisory agreement.
Rosalind Tilley
Rosalind Tilley · 2026-06-15
Marcus
Alderbrook Wealth Partners (Introducing Adviser) · 2026-06-15