Clients of an intermediary

Our Terms and Conditions can be downloaded below. 

Summary of Terms and Conditions changes

Summary of Terms and Conditions changes

  • 29 Oct 21
  • 0.14MB
  • 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 4 January 2022.

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Terms and Conditions

CBAM Terms and Conditions for clients of intermediaries

  • 29 Oct 21
  • 0.60MB
  • 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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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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