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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.

Please note that the Barclays UK Terms (October 18) have been replaced by the following terms, effective from the 12th August 2019 for new clients.

Existing clients on the Barclays UK Terms (October 2018) will be notified about the update to the current terms and will receive a copy of the replacement terms shortly. This notice will set out the date on which the new terms will be effective for existing clients. In the meantime, the Barclays UK Terms (October 2018) will continue to apply to existing clients.

Smart Investor Terms and Conditions

Best Execution Policy [PDF, 83KB]

Top 5 Execution Venue Reports [PDF, 294KB]

Financial Services Compensation Scheme Information Sheet [PDF, 129KB]

Fee Information Document - Barclays Wealth Account [PDF, 244KB]

Fee Information Document - Barclays Wealth Account Currency [PDF, 242KB]

Shareholder Engagement Statement [PDF, 181KB]

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.