Apply in four easy steps:
1. Click on the link below to read our Customer Agreement (Terms and Conditions)
2. Download the Application Form
3. Complete and sign the Application Form
4. Post the completed form with relevant identity documentation to: Close Brothers Treasury, 10 Crown Place, London, EC2A 4FT
Customer Agreement (Terms and Conditions)
This is our standard customer agreement upon which we intend to rely. For your own benefit and protection you should read these terms carefully. If you do not understand any point please ask for further information. Copies of the customer agreement are available on this website or by telephoning us on 020 7655 3407.
Please select from one of the following customer types to download the correct application form:
Corporate Application Form
SIPP SSAS Application Form
Partnership, Unincorporated business and Sole trader Application Form
Association and Charity Application Form
Personal and Joint Application Form
Trusts Application Form
University, School, Local authority, Council Application Form
Product Specific Terms and Conditions
Authority to Provide Information to a Financial Adviser
Financial Services Compensation Scheme
Your eligible deposits with Close Brothers Limited are protected up to a total of £85,000 by the Financial Services Compensation Scheme ('FSCS'), the UK's deposit protection scheme. This limit is applied to the total of any deposits you have with the following: Close Brothers Savings and Close Brothers Treasury. Any total deposits you hold above the £85,000 limit between these brands are not covered.
Please click here for the FSCS leaflet containing further information or visit www.fscs.org.uk.