For Intermediaries
Professional Adviser Browser & FTP sign on
Adviser log in
For Intermediaries & Customers
Internet Banking and new Intermediary Portal
Internet Banking log in
Key facts
A mix of current and savings accounts to cover your banking needs.
Accounts that complement each other, combining to suit the needs of each individual’s cash portfolio.
A range of benefits including instant access to funds, free day-to-day transactions and fee-free currency conversion – see account pages for individual details.
All personal accounts can have up to four joint account holders, apart from the Cash Hub Account which can have two.
Please contact your financial adviser or intermediary if you wish to apply for an account with Cater Allen. If you don't have a financial adviser or intermediary, please contact us on 0800 032 7095 to discuss your options. Calls may be recorded or monitored.
Current Accounts
Private Bank Account
Our exclusive personal current account, offering full banking facilities.
Sterling Bank Account
A personal current account, offering full banking facilities and free currency conversion via links to our Euro Bank Account and US Dollar Bank Account.
Investment Account
A current account offering full banking facilities, with interest paid on balances above £100,000.
US Dollar Bank Account
A US dollar current account, offering banking facilities and free currency conversion via links to our Sterling Bank Account and Euro Bank Account.
Euro Bank Account
A euro current account, offering banking facilities and free currency conversion via links to our Sterling Bank Account and US Dollar Bank Account.
Cash Hub Account
An innovative current account that allows the collection of monies from maturities, disinvestments and dividends and facilitates seamless and transparent payment of advice fees to your professional adviser.
Savings Accounts
Sovereign 30 Account
A convenient and accessible savings account, paying an enhanced rate of interest where immediate access to funds is not required.
Term Deposit Account
A fixed-term savings account with a guaranteed rate of interest paid over periods ranging from three months to three years.
Additional information
How FSCS protects your money
The FSCS is there to protect your money, giving you automatic protection up to £85,000. To find out more about how your money is protected download the latest guide.
Information Sheet and Exclusions List
Customers must acknowledge they have received the Information Sheet and Exclusions List within their application. You can download your copy here.
