Here are the Terms and Conditions that previously applied to the investment products and services we offered. They may have been applicable to you if your account(s) were opened or operating between the dates specified.
Terms and Conditions for Smart Investor accounts and notices of changes to these are sent to Smart Investor account holders.
Date terms applied: 25 May To 30 September 2018
GDPR IA/ISA Terms [PDF, 911KB]
Date terms applied: 1 January - 24 May 2018
MiFID IA/ISA Terms [PDF, 906KB]
MiFID/RFTS November [PDF, 385KB]
Dates terms applied: 1 March - 31 December 2018
Pre-MiFID Terms [PDF, 895KB]
Date terms applied: 25 May To 30 September 2018
GDPR IA/ISA Terms [PDF, 911KB]
Date terms applied: 1 January - 24 May 2018
MiFID IA/ISA Terms [PDF, 906KB]
MiFID/RFTS November [PDF, 385KB]
Dates terms applied: 1 March - 31 December 2018
Pre-MiFID Terms [PDF, 895KB]
Date terms applied: 25 May To 30 September 2018
GDPR SIPP Terms [PDF, 711KB]
Date terms applied: 1 January - 24 May 2018
MiFID SIPP Terms [PDF, 1.2MB]
MiFID/RFTS November [PDF, 385KB]
Dates terms applied: 1 March - 31 December 2018
Pre-MiFID Terms [PDF, 622KB]
Date terms applied: 25 May To 30 September 2018
GDPR DI Terms [PDF, 972KB]
Date terms applied: 1 January - 24 May 2018
MiFID DI Terms [PDF, 879KB]
MiFID/RFTS November [PDF, 198KB]
Date terms applied: 25 May To 30 September 2018
GDPR LP Terms [PDF, 267KB]
Date terms applied: 1 April 2017 To 25 May 2018
MiFID LP Terms [PDF, 263KB]
Prior to 31 July 2017 Stockbrokers terms would have applied. These are available upon request. (This would change in 2024 to "Older terms are available upon request")
If your account was originally held with Barclays Stockbrokers, you can request copies of the Stockbrokers terms by calling us on 0800 279 36671.
View the current terms for the investment products and services we offer.
Barclays Smart Investor is a trading name of Barclays Bank PLC (Registered No. 1026167 Registered VAT No. 243 8522 62) which is a member of the London Stock Exchange and NEX Exchange. Barclays Bank PLC is registered in England and authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. The registered address is 1 Churchill Place, London E14 5HP.
