Investment Account
A flexible access account that is designed to be suitable for a client's short term savings
Unlike our fixed term and notice savings accounts, the Investment Account is an instant access account with full banking facilities that allows up to 20 day-to-day transactions per month without incurring a transaction fee.
The Account offers full internet banking access and a VISA Deferred-Debit Card, allowing clients to make their 20 transactions per month in the same way as our Cater Allen current accounts (however as our current accounts offer unlimited day-to-day transactions, these are more suited to being the main bill-paying account).
Clients can open an Investment Account with just £5,000, however, interest rates are tiered, hence the greater the savings balance, the greater the rate of interest is applied.
Please see the Investment Account Factsheet and Personal Terms and Conditions for more information.
Interest rates are variable, please see current available interest rates.
How to apply
It is vital that every client, whether applying for a Cater Allen account directly with us or via a financial adviser or intermediary, fully understands the Account, the Interest Rates and the relevant Terms and Conditions before submitting the application.
Checklist
All clients must:
- Read and print or save all the below documents
- Visit the interest rates page relevant to the Account
- Complete, print and sign the application form
- Post the form to us along with all necessary ID
Each application will usually be processed within 10 days of us receiving it.
Please note, application forms posted to Cater Allen which are incorrect or incomplete will be automatically returned. If you need assistance when completing a form we are happy to help; please call us on 0800 092 3300 or contact your relationship manager.