Personal Notice Account 95
The Cater Allen Personal Notice Account 95 provides a solution for clients who have power of attorney and are looking to grow the funds in their care without losing out on access.
For clients looking for a high interest account without committing to a fixed term deposit, this account offers an attractive rate of interest on savings provided 95 days' notice can be given of any withdrawal.
There is no limit to the number of withdrawals that can be made in a year although the account must be open for 30 days before the first notice of withdrawal can be given.
A minimum deposit of £50,000 is required to open a Personal Notice Account 95. Additional funds can be added to the account either electronically (e.g. Standing Order from another account) or by sending us cheques using our pre-paid envelopes.
Interest is calculated daily and credited monthly to the account and as an added benefit, clients can choose to have interest credited onwards, each month, to another account which will give them access to this income.
Please see the Personal Notice Account 95 Factsheet and Personal Terms and Conditions for more information.
Interest rates are variable, please see current available interest rates.
How to apply
It is extremely important that clients fully understand the account, the interest rates and the relevant Terms and Conditions before submitting the application.
If you are not a professional adviser and are looking to apply for an account for a business, trust, charity, pension scheme, wrap, society, club, association or a church body/place of worship, then please call us on 0800 092 3300.
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.