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Close Brothers Saving
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    Our products

    We're proud to offer straightforward personal savings accounts, at the best rates we can.

    • Savings and ISAs
    • Our savings guides
    • Historic interest rates
  • Help and support
    Help and support

    We’re here to help with your savings in a way that works for you. If you can't find what you're looking for, our team are happy to help, so please get in touch. 

     

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FSCS Protected
FSCS Protected

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.

What are you looking for?

 

Customer documents
Anti-money laundering guidance
Click to download
Updating your details
Authorisation to provide information to a financial advisor
Click to download
Bereavement
Bereavement advice
Click to download
Bereavement
Executor Instruction
Click to download
Customer documents
FSCS information sheet and exclusion list
Click to download
Bereavement
Indemnity
Click to download
ISA transfer
ISA Transfer Authority
Click to download
Customer documents
ISA key facts booklet
Click to download
Customer documents
Privacy Booklet
Click to download
Account opening
Tax residency self-certification declaration form for individuals
Click to download
Customer documents
General Terms and Conditions (Personal)
Click to download

Change of details forms

 

If you have an online account with us, using our secure message service, you can update your postal address, phone number and email address. 

Please note, to change your nominated bank details, you must complete and return a change of nominated bank details form. 

If you don't have an online account, please complete and return the relevant change of details forms below. 

Updating your details
Change of nominated bank account
Click to download
Updating your details
Change of name
Click to download
Updating your details
Change of address
Click to download
Updating your details
Change of email address
Click to download
Updating your details
Change of phone number
Click to download

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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