Application forms

UK Treasury services

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       

pdfCustomer 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: 

pdfCorporate Application Form

pdfCorporate Mandate

pdfSIPP SSAS Application Form

pdfPartnership, Unincorporated business and Sole trader Application Form

pdfAssociation and Charity Application Form

pdfPersonal and Joint Application Form

pdfTrusts Application Form

pdfUniversity, School, Local authority, Council Application Form


pdfProduct Specific Terms and Conditions

pdfAuthority 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.

Customer services

Want to ask about our interest rates, or arrange a chat with your local Relationship Manager?

Call us on 020 7655 3797


Or click here to go to our short contact form