Terms and conditions
These are the terms for certain services Barclays Bank UK PLC and Barclays Bank PLC provides through the Wealth Management & Investments business and Barclays Investment Solutions Limited in the UK.
- Reference Guide: Important information about your Wealth Management relationship
- Terms and conditions for wealth customers
- Wealth Management Additional Banking Terms [PDF, 169KB]
- Wealth Management Additional Overdraft Terms [PDF, 58KB]
- Wealth Management Investment Terms [from 01 May 2023] [PDF, 343KB]
- Wealth Management Investment Terms [until 30 April 2023] [PDF, 626KB]
We’re changing our Wealth Management Investment terms
As previously communicated, we are updating Part 1 (All Investment Services) and Part 2 (Discretionary Investment Management Services) of the Wealth Management Investment Terms to remove all references to 10% drop notifications.
This means that following 23 August, we’ll no longer let you know if either the value of your Discretionary Investment Portfolio or investments fall by 10% or more.
We’re here to help
If you have any questions or don’t agree to this change, please get in touch with your usual Barclays contact.
Best Execution Policy [PDF, 1.3MB]
Fee Information Document - Barclays Wealth Account [PDF, 595KB]
Please view our archive for previous versions of the Barclays Wealth Terms.
The Financial Services Compensation Scheme (FSCS) compensation limit for eligible investments is £85,000. This is in addition to protection of any deposits or cash held with Barclays Bank UK PLC. For more information, please go to the FSCS website.
Products and services on this site may not be available in certain jurisdictions. In particular, these products and services are not being offered in Japan or the United States or to US residents. For full details of exclusions and disclaimers please see the Important Information before proceeding. Each Barclays company reserves the right to make a final determination on whether or not you are eligible for any particular product or service.