Skip to main content

Clients of an intermediary

Summary of Terms and Conditions changes

Summary of Terms and Conditions changes

141.6KB | pdf | size

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


Terms and Conditions

Terms and Conditions for clients of Intermediaries

761.5KB | pdf | size

These terms and conditions apply to new clients who signed up after 1 November 2023, and shall apply to all other clients with effect from 2 January 2024.


Fixed Term Deposit Terms and Conditions

Clients who currently hold a Close Savings Fixed Term Deposit (which is not held in a SIPP and was taken out before 30 November 2018) should also refer to these Terms and Conditions

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.


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.