Terms and conditions

These are the terms for certain services we provide via Wealth Management, Smart Investor (formerly Barclays Stockbrokers) and Barclays Investment Solutions Limited (formerly Gerrard Investment Management Limited) variously in the UK.

Barclays Terms (Wealth and Investment Management) October 2017 [PDF, 963KB]

We have made some updates to the Terms to reflect changes in EU law relating to investment services, bank payments and the way we use information. The revised Terms will replace the current ones on 3 January 2018. The changes made to reflect bank payments law will come into force on 13 January 2018.

Barclays Terms (Wealth and Investment Management) January 2018 [PDF, 1.3MB]

Smart Investor Terms and Conditions

Best Execution Policy [PDF, 203KB]

SMS Alert and Notification Service [PDF, 178KB]

iAlert Terms of Use [PDF, 187KB]

Financial Services Compensation Scheme Information Sheet [PDF, 112KB]

Please view our archive for previous version of the Barclays Wealth Terms.

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.