Terms and conditions
These are the terms for certain services Barclays Bank UK PLC provides through the Wealth & Investments business and Barclays Investment Solutions Limited (formerly Gerrard Investment Management Limited) in the UK.
- Terms and conditions for wealth customers – post and including the 3rd November 2020 [PDF, 414 KB]
- Terms and conditions for wealth customers – pre 3rd November 2020 [PDF, 2.3MB]
- Wealth Management Additional Banking Terms [PDF, 169KB]
- Wealth Management Additional Overdraft Terms [PDF, 58KB]
- Wealth Management Investment Terms [PDF, 654KB]
Smart Investor Terms and Conditions
Best Execution Policy [PDF, 83KB]
Top 5 Execution Venue Reports 2020 [PDF, 337KB]
Top 5 Execution Venue Reports 2019 [PDF, 331KB]
Top 5 Execution Venue Reports 2018 [PDF, 294KB]
Financial Services Compensation Scheme Information Sheet [PDF, 129KB]
Fee Information Document - Barclays Wealth Account [PDF, 595KB]
Fee Information Document - Barclays Wealth Account Currency [PDF, 242KB]
Please view our archive for previous versions of the Barclays Wealth Terms.
From 1 April 2019, the Financial Services Compensation Scheme (FSCS) compensation limit for eligible investments increased from £50,000 to £85,000. 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.