General Terms and Conditions

Our Terms and Conditions can be downloaded below. 

If you wish to view the Terms and Conditions for EOS Wealth Management, PMN Financial Management or CBF Wealth Management, please click here or visit the ‘Clients of an acquired company’ section.

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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CBAM Terms and Conditions

CBAM Terms and Conditions

  • 29 Oct 21
  • 0.65MB
  • 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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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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Close Enterprise Investment Scheme Service Terms and Conditions

Close Enterprise Investment Scheme Service Terms and Conditions

  • 29 Oct 21
  • 0.37MB
  • PDF

Clients who are already invested in the Close EIS Service should refer to these Terms and Conditions, which shall apply 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.

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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