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
  • PDF

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
  • PDF

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
  • PDF

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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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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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.

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