Clients of an acquired company
Please refer to either the EOS Wealth 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 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.
Terms and Conditions
Summary of Terms and Conditions Changes
- 30 Oct 20
- 0.68MB
This document provides a summary of the changes to the Close Brothers Asset Management Terms and Conditions, which apply to new clients who signed up after 2 November 2020 and all other clients with effect from 4 January 2021.
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Eos Wealth Management Terms and Conditions
- 28 Jan 21
- 0.25MB
These terms and conditions apply to new clients who signed up after 2 November 2020, and shall apply to all other clients with effect from 4 January 2021.
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CBF Wealth Management Terms and Conditions
- 28 Jan 21
- 0.18MB
These terms and conditions apply to new clients who signed up after 2 November 2020, and shall apply to all other clients with effect from 4 January 2021.
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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