Private Bank Account
Our Private Bank Account is our flagship Account for qualifying top tier clients.
The Cater Allen Private Bank Account offers the very best of Cater Allen’s first class banking service. You will already be aware of the importance we place on providing an exemplary level of service and our Private Bank Account takes this to a higher level and also offers many exclusive benefits.
As our Private Bank Account is an exclusive account, it is only available to clients who are able to hold a minimum £100,000 with Cater Allen Private Bank, across savings and/or structured products.
We have created a dedicated, specially trained Private Bank Account Team, who will be at the end of the phone to personally help Private Bank Account clients with any requirements. The team member who initially responds to your client's call will follow it through to a satisfactory conclusion.
Please see the Private Bank Account Factsheet and Private Bank Account Terms and Conditions for more information.
Interest rates are variable, please see current available interest rates.
American Express Platinum Charge Card
Private Bank Account clients have been pre-qualified, by Cater Allen, to apply for an American Express Platinum Charge Card. This card has an annual membership fee of £450.
The American Express Platinum Charge Card comes with the following benefits:
- Worldwide Travel Insurance Benefits
- Lost Baggage Protection
- Car Rental Insurance Benefits
- Purchase and Refund Protection
- Priority Pass Lounge Access.
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.
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.