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

  • 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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CBAM Terms and Conditions

New CBAM Terms and Conditions

  • 01 Nov 22
  • 0.70MB
  • 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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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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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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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.