Download an Application Form

Window Lady

Apply in four easy steps:

1. Click on the link below to read our Customer Agreement (Terms and Conditions)
2. Download the Application Form to your PC
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

Link to customer agreement

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 020 765 53407.

Please select from one of the following customer types to download the correct application form:

For an SME Application form please click here.

pdfCorporate Application Form

pdfCorporate Mandate

pdfSIPP SSAS Application Form 

pdfPartnership, Unincorporated business, Association, Charity Application Form

pdfPersonal, Joint, Sole trader Application Form

pdfTrusts Application Form

pdfUniversity, School, Local authority, Council Application Form


Customer services

Want to ask us a question or hear about our latest product(s)?

Just click here to go to our contact form or call us on     020 7655 3407.