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    We're proud to offer UK businesses a wide range of straightforward, competitive savings accounts. Find out more about each product and see what options may be suitable for your business.

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Customer forms

From changing your address to adding a new Financial Adviser, you'll find all of our customer forms here, in one easy place.

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Customer documents
Anti-money laundering guidance
Click to download
Updating your details
Change of nominated bank account
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Updating your details
Change of name (business customers)
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Updating your details
Change of email address
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Updating your details
Change of address
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Updating your details
Authorisation to provide information to a financial advisor
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Change of details
Update business mandate
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Tax residency
Tax residency self-certification form for entities and trusts
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Account opening
General Terms and Conditions (Business)
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Close Brothers Savings is a trading style of Close Brothers Limited (‘CBL’), a subsidiary of Close Brothers Group plc. CBL is registered in England and Wales with company number 00195626 and registered office at 10 Crown Place, London EC2A 4FT. Close Brothers Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority, firm reference number 124750. © Copyright 2025 Close Brothers Savings

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Close Brothers Savings is a trading style of Close Brothers Limited (‘CBL’), a subsidiary of Close Brothers Group plc. CBL is registered in England and Wales with company number 00195626 and registered office at 10 Crown Place, London EC2A 4FT. Close Brothers Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority, firm reference number 124750. © Copyright 2025 Close Brothers Savings