Close Wealth Management Group
1. In Guernsey, member companies of Close Wealth Management group of companies conduct business from offices at Trafalgar Court, Admiral Park, St Peter Port, and are licensed by the Guernsey Financial Services Commission to provide banking, safe custody, investment business, trust and company administration services and general insurance business. Member companies are Close Bank Guernsey Limited, Close Trustees Guernsey Limited, Close International Custody Services Limited and Close International Insurance PCC Limited.

2. In Jersey, Close Wealth Management Group is the registered trading name of a group of companies that includes Close International Asset Management Limited which is regulated by the Jersey Financial Services Commission in the conduct of fund services and investment business; is also licensed by the Isle of Man Financial Supervision Commission to conduct investment business and by the South African Financial Services Board as a financial services provider, and of Close Trustees Jersey Limited, Close Trust Company Jersey Limited, Close Secretarial Services Limited, Close Corporate Services Limited, Close Nominees Limited, Chrisalis Trustees Limited and Citadel Trust Limited which are regulated by the Jersey Financial Services Commission in the carrying out of trust company business. All are members of Close Wealth Management Group and are ultimately owned by Close Brothers Group plc.

3. In the Isle of Man, Close Wealth Management Group is the registered trading name of a group of companies that includes Close Bank (Isle of Man) Limited, Close International Asset Management Limited and Close Trustees (Isle of Man) Limited which are licensed by the Isle of Man Financial Supervision Commission for Banking, Investment, Corporate and Trust Service Provider Business. All are members of Close Wealth Management Group and are ultimately owned by Close Brothers Group plc.

4. In South Africa, Close International Asset Management Limited is registered with the Financial Services Board as a financial services provider.

5. All the member companies of Close Wealth Management Group are ultimately owned by Close Brothers Group plc. www.closebrothers.co.uk

6. Close Brothers Group Plc is listed on the London stock exchange.

Banking
1. Deposits are not covered by the UK Financial Services Compensation Scheme under the Financial Services and Markets Act 2000.

2. Deposits made with Close Bank ( Isle of Man) Limited are covered by the Depositors Compensation Scheme contained in the Banking Business (Compensation of Depositors) Regulations 1991

Investments
1. Past performance is not a guarantee of future performance. The price of units or shares and the income from them can go down as well as up and may be affected by changes in rates of exchange. An investor may not receive back the amount initially invested.

Important Information
1. General Notice: The information on this website is for information purposes only. This is neither an invitation to invest to anyone in any country where the issue of solicitations is unlawful nor forms part of an offer to enter into any product or service mentioned within.

2. It is recommended that you take independent tax & legal advice before entering into any agreement. Additionally, if you have any questions regarding the suitability of products or services offered by a member of the Close Wealth Management Group, we suggest that you contact your financial adviser for assistance.

3. We accept responsibility for the information on this website. To the best of our knowledge and belief (having taken all reasonable care to ensure that such is the case) it is in accordance with the facts and does not omit anything likely to affect the import of such information. We take no responsibility for errors or omissions which are the result of technical cause, or otherwise. We maintain the right to delete or modify in part or in full any information on this website without prior notice.

4. This website is subject to regular update and revision.

5. This website does not use cookies