Current Terms
Here you can find our current Terms and Conditions (“Terms”) for the following services.
- Retail Client Terms & Conditions
- Retail Terms & Conditions – For the clients of financial advisers
- Managed Advisory Terms & Conditions
- Side Letter: Financial Planning Advisory Services
- Brewin Portfolio Service Terms & Conditions
- Ways to add funds to your RBC Brewin Dolphin accounts
Retail Client Terms & Conditions
Terms for clients using our Wealth Management, Discretionary Investment Management, Financial Planning and Execution Only services. Effective from 4 November 2024.
Retail Terms & Conditions – For the clients of financial advisers
Terms for clients accessing our investment management services via an Intermediary. Effective from 4 November 2024.
Managed Advisory Terms & Conditions
Terms for clients using our Managed Advisory services, to be read in conjunction with the Retail Client Terms & Conditions. Effective from 4 November 2024.
Side Letter: Financial Planning Advisory Services
Side Letter for clients using our Financial Planning service who also receive certain nominee services, to be read in conjunction with the Retail Client Terms & Conditions. Effective from 4 November 2024.
Brewin Portfolio Service Terms & Conditions
Terms for clients using our Brewin Portfolio Service (BPS). Effective from 4 November 2024.
Ways to add funds to your RBC Brewin Dolphin accounts
Ways to add funds to your RBC Brewin Dolphin accounts. Effective from 10 November 2025.