Close Brothers Motor Finance’s handbook
Partnership Manual
The key to a perfect partnership is communication and being clear on expectations.
Like any good vehicle manual, this is your one-stop-shop for everything to help our partnership run smooth. From finance and business support, all the way to business funding, and market insights, we’re here to support you to achieve your business goals.
Getting set up
Partnership Manual is your one-stop resource for building a successful relationship. It covers everything from starting your ignition with vehicle finance in your dealership to staying compliant with regulations.
Our guide
Staying compliant
Compliance is at the heart of a successful partnership. Our handbook guides you through essential regulations that protect both you and your customers.
Our guide
Partnership TBC
A strong partnership starts with clear communication and shared goals. At Close Brothers Motor Finance, we’re committed to helping you grow by providing finance solutions, business support, and market insights tailored to your needs.
Our guide
Our 'How to' Videos
These videos showcase how you and your dealers can maximise your partnership by providing practical, step-by-step guidance on key processes.
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How to upload our videos to your wesbite
2:30 -
How to access our product videos
3:10 -
How to use our branding
4:05
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How to upload our videos to your wesbite
2:30 -
How to access our product videos
3:10 -
How to use our branding
4:05
Start your ignition
How to start using vehicle finance in your dealership. With our essential guides designed to set you up for success. From the Welcome Booklet that introduces our partnership approach to detailed resources on SAF accreditation and Consumer Duty, these materials provide the knowledge and confidence you need to operate responsibly and effectively.
Welcome Booklet
How to start using vehicle finance in your dealership, a brief introduction to us and our partnership.
Our product guide
The products we have available for your customers.
Showroom user guide
Our step-by-step guide on how to navigate the showroom platform.
Get into gear
Guiding you through every step, this series supports you in navigating the regulations that keep you and your customers safe. From understanding FCA requirements and commission disclosure to implementing robust ID checks and managing financial promotions responsibly, these resources make compliance simple and practical.
Dealer and broker conduct guide
Helping you understand your obligations whilst being our partner.
ID verification factsheet and statements
Helping you verify ID's effectively and prevent ID fraud.
Complaints
Helping you navigate and avoid customer complaints.