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Clients of an acquired company

The Close Brothers Asset Management Terms and Conditions for clients of intermediaries shall apply to you if you hold any Close Brothers Asset Management products, such as Close ISA or a Close SIPP.

Summary of Terms and Conditions changes

Summary of Terms and Conditions changes

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Notice of a number of changes that we have made to your Close Brothers Asset Management Terms and Conditions - November 2023

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Terms and Conditions

This document contains the updated terms and conditions applicable to clients of PMN Financial Management from the date of acceptance.

PMN Terms and Conditions

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These terms and conditions apply with effect from 2 January 2024.

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This document contains the updated terms and conditions applicable to clients of Bottriell Adams LLP from the date of acceptance.

Flexi ISA – Summary of changes

Flexi ISA Summary Of Changes

56.5KB | pdf | size

These changes will take effect from 31 May 2024 and be retroactively applied to 6 April 2024, as permitted under HMRC ISA Regulations.

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Before you invest, make sure you feel comfortable with the level of risk you take. Investments aim to grow your money, but they might lose it too.