Clients of an acquired company

The Close Brothers Asset Management Terms and Conditions for clients of intermediaries 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

  • 17 Oct 22
  • 0.11MB
  • PDF

This document summarises the changes that we have made to your Close Brothers Asset Management Terms and Conditions. These changes will take effect from 3 January 2023.

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Terms and Conditions

PMN Financial Management Terms and Conditions

  • 01 Nov 22
  • 0.20MB
  • PDF

This document contains the updated terms and conditions applicable to clients of PMN Financial Management from the date of acceptance.

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Fixed Term Deposit Terms and Conditions

Close Savings Fixed Term Deposit Terms and Conditions

  • 30 Oct 20
  • 0.12MB
  • PDF

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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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.