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, ASPL or CBF Wealth Management.

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Intermediary only clients

Terms for clients for whom CBAM acts as a servicing agent and your holdings are on another platform e.g. Cofunds.

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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. Calls to any number may be recorded for training and monitoring purposes. This site uses Cookies.