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.
Fixed Term Deposit Terms and Conditions
- 30 Oct 20
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.Download
Close Enterprise Investment Scheme Service Terms and Conditions
- 29 Oct 21
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.Download