Terms and Conditions

General Terms and Conditions

View the general Close Brothers Asset Management Terms and Conditions.

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Clients of an intermediary

View the Terms and Conditions for clients of intermediaries.

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Clients of an acquired company

Terms for clients of an acquired company, such as Eos Wealth Management, PMN Financial Management, or CBF Wealth Management.

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Please be aware, the value of investments can fall as well as rise and that past performance is not a reliable indicator of future returns and you could get back less than invested. Click here to understand the risks associated with investing.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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