Clients of an intermediary

Our Terms and Conditions can be downloaded below. 

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.

Download

CBAM Terms and Conditions for clients of intermediaries

  • 14 Apr 21
  • 0.59MB
  • 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.

Download

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.

If you are accessing our services and products or website from outside the UK, please note that these are intended for UK investors. For more information, please refer to the Legal centre.

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