Our Terms
Transfer of Brewin Dolphin Limited’s UK business to RBC Europe Limited
Current Terms
Here you can find our current Terms and Conditions (“Terms”) for the following services.
- UK Retail Clients
- UK Retail Clients – Managed Advisory
- Channel Islands Clients
- UK Intermediary Clients
UK Retail Client Terms & Conditions
Terms for clients using our Wealth Management, Discretionary Investment Management, Financial Planning and Execution Only services, to come into effect from July 2022.
Managed Advisory Terms & Conditions
Terms for clients using our Managed Advisory Services. The Managed Advisory Terms and Conditions (the “Managed Advisory Terms”) are to be read in conjunction with the Retail Client Terms & Conditions (the “Retail Terms”) to come into effect from July 2022.
Channel Islands – Private Client Terms & Conditions
Terms for clients using our Investment Management service through our Jersey office, to come into effect from July 2022.
Retail Client Terms & Conditions for the clients of financial advisers
Terms for clients accessing our investment management services via an Intermediary, to come into effect from July 2022.
New Terms post transfer of Brewin Dolphin Limited’s UK business to RBC Europe Limited
You can find here our new Terms & Conditions associated with the transfer of Brewin Dolphin Limited’s UK business to RBC Europe Limited. The new Terms & Conditions will apply from the date of the transfer.
Terms & Conditions – Key Changes Document
Terms & Conditions