Changes to our Terms and Conditions
We periodically update our Terms and Conditions. Details of the changes made are set out below.
October 2026
| Terms | Clause | Change |
|---|---|---|
| Self Invest Terms & Conditions Wealth & Investment Management Services Terms & Conditions Amicus Client Service Terms Wealth & Investment Management Services Discretionary & Managed Investment Services Terms & Conditions Platform Service Terms & Conditions |
Clause 6.6 – General Terms and Conditions | Changed the frequency of and threshold for interest payments on cash holdings and clarified the payment of interest on cash awaiting transfer to another service provider or return to you. |
| Self Invest Terms & Conditions Wealth & Investment Management Services Terms & Conditions Amicus Client Service Terms Wealth & Investment Management Services Discretionary & Managed Investment Services Terms & Conditions Platform Service Terms & Conditions |
Clause 7.4 – Appendix 1 – The Custodian’s Terms of Business | Changed the frequency of interest payments on cash holdings. |
| Discretionary & Managed Investment Services Terms & Conditions | Clause 7.3 – General Terms and Conditions | Clarified the arrangements for direct debit payments and money held on your behalf. |
June 2026
| Terms | Clause | Change |
|---|---|---|
| Self Invest Terms & Conditions Wealth & Investment Management Services Terms & Conditions Amicus Client Service Terms Wealth & Investment Management Services Platform Service Terms & Conditions |
Clause 7.3 – General Terms and Conditions | Clarified the arrangements for direct debit payments and money held on your behalf. |