Clients of an acquired company
Please refer to either the EOS Wealth Management, PMN Financial Management, or CBF Wealth Management Terms and Conditions, depending on which entity provides you with advice.
The Close Brothers Asset Management Terms and Conditions for clients of intermediaries (including EOS Wealth Management, PMN Financial Management and CBF Wealth Management) 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
- 29 Oct 21
- 0.14MB
This document summarises the changes that we have made to your Close Brothers Asset Management Terms and Conditions. These changes will take effect from 4 January 2022.
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Eos Wealth Management Terms and Conditions
- 29 Oct 21
- 0.24MB
These terms and conditions apply to new clients who signed up after 1 November 2021, and shall apply to all other clients with effect from 4 January 2022.
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CBF Wealth Management Terms and Conditions
- 29 Oct 21
- 0.17MB
These terms and conditions apply to new clients who signed up after 1 November 2021, and shall apply to all other clients with effect from 4 January 2022.
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PMN Financial Management Terms and Conditions
- 21 Sep 21
- 0.19MB
This document contains the updated terms and conditions applicable to clients of PMN Financial Management from the date of acceptance.
DownloadFixed Term Deposit Terms and Conditions
Close Savings Fixed Term Deposit Terms and Conditions
- 30 Oct 20
- 0.12MB
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
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