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

  • 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

New Eos Wealth Management Terms and Conditions

  • 14 Nov 22
  • 0.25MB
  • PDF

These terms and conditions apply to new clients who signed up after 1 November 2022, and shall apply to all other clients with effect from 3 January 2023.

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Eos Wealth Management Terms and Conditions

  • 01 Nov 22
  • 0.24MB
  • PDF

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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New CBF Wealth Management Terms and Conditions

  • 01 Nov 22
  • 0.18MB
  • PDF

These terms and conditions apply to new clients who signed up after 1 November 2022, and shall apply to all other clients with effect from 3 January 2023.

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CBF Wealth Management Terms and Conditions

  • 01 Nov 22
  • 0.17MB
  • PDF

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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New 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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PMN Financial Management Terms and Conditions

  • 01 Nov 22
  • 0.19MB
  • 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.