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class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Accounts</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Accounts <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Accounts </button> </li> <li> <a class="link" href="/intermediaries/intermediary-account-opening-portal">Intermediary Account Opening Portal</a> </li> <li> <a class="link" href="/intermediaries/intermediary-portal">Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/literature-for-professional-advisers">Literature for Professional Advisers</a> </li> <li> <a class="link" href="/intermediaries/online-applications-forms-frequently-asked-questions">Online applications forms frequently asked questions</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Useful information</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Useful information <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Useful information </button> </li> <li> <a class="link" href="/intermediaries/consumer-duty">Consumer Duty</a> </li> <li> <a class="link" href="/intermediaries/how-to-use-our-intermediary-portal">How to use our Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/our-rate-changes">Our rate changes</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Banking support <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Banking support </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/account-support">Account support</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Account support <span 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href="/banking-support/account-support/lost-or-dormant-accounts">Lost or dormant accounts</a> </li> <li> <a class="link" href="/banking-support/account-support/switching-your-current-account">Switching your current account</a> </li> <li> <a class="link" href="/banking-support/account-support/keeping-your-trust-account-information-up-to-date">Keeping your trust account information up-to-date</a> </li> <li> <a class="link" href="/banking-support/account-support/trusts-frequently-asked-questions">Trusts frequently asked questions</a> </li> <li> <a class="link" href="/banking-support/account-support/trusts-glossary-of-terms">Trusts glossary of terms</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/payments">Payments</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Payments <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Payments </button> </li> <li> <a class="link" href="/banking-support/payments/changes-to-bulk-payments">Changes to bulk payments</a> </li> <li> <a class="link" href="/banking-support/payments/cheques">Cheques</a> </li> <li> <a class="link" href="/banking-support/payments/confirmation-of-payee">Confirmation of Payee</a> </li> <li> <a class="link" href="/banking-support/payments/direct-debits">Direct Debits</a> </li> <li> <a class="link" href="/banking-support/payments/foreign-payments-and-currencies">Foreign payments and currencies</a> </li> <li> <a class="link" href="/banking-support/payments/payment-services">Payment services</a> </li> <li> <a class="link" href="/banking-support/payments/standing-orders">Standing orders</a> </li> <li> <a class="link" href="/banking-support/payments/using-your-card-abroad">Using your card abroad</a> </li> <li> <a class="link" href="/banking-support/payments/visa-debit-card">VISA Debit Card</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/literature-and-rates">Literature and rates</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Literature and rates <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Literature and rates </button> </li> <li> <a class="link" href="/banking-support/literature-and-rates/account-literature">Account literature</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/financial-crime-literature-updates">Financial crime literature updates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/interest-rates">Interest rates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/statement-of-fees">Statement of Fees</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/our-service">Our service</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Our service <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Our service </button> </li> <li> <a class="link" href="/banking-support/our-service/complaints">Complaints</a> </li> <li> <a class="link" href="/banking-support/our-service/foreign-account-tax-compliance-act-and-common-reporting-standard">Foreign Account Tax Compliance Act and Common Reporting Standard</a> </li> <li> <a class="link" href="/banking-support/our-service/open-banking-data-sharing">Open Banking data sharing</a> </li> <li> <a class="link" href="/banking-support/our-service/our-internet-banking-service">Our Internet Banking service</a> </li> <li> <a class="link" href="/banking-support/our-service/our-performance">Our performance</a> </li> <li> <a class="link" href="/banking-support/our-service/service-quality-information">Service Quality Information</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item 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class="link" href="/fraud-and-security-centre/all-customers/keeping-yourself-secure">Keeping yourself secure</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/latest-fraud-updates">Latest fraud updates</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/one-time-passcodes-otps">One Time Passcodes (OTPs)</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-reimbursing-authorised-push-payment-app-fraud">Our approach to reimbursing Authorised Push Payment (APP) fraud</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-security">Our approach to security</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/take-five">Take Five</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/your-personal-data-rights-explained">Your personal data rights explained</a> </li> </ul> </div> </li> <li 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value="1075" /> <input class="site-header_search-input" id="SearchTerm" name="SearchTerm" placeholder="Search" autocomplete="off"> <button class="site-header_search-button" type="submit" aria-label="Search site"> <i class="ca-search" aria-hidden="true"></i> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PQbmrZ53flEjT_iZ9RerjlJgqeFz3MDhm8GFps8gZz2iKB7WMpjTmZuDWwZeidhyfUsRLKRVEhpuUafDqqxrGDwKRqpjO5Bxk1Uk8g_18Tn9G4lv3RYtk1X2vkRW6IYGJKwnMlJVW4Ouk4Lxsb1chk" /></form> </div> </div> </header> <main id="MainContent"> <div class="block-list_header"> <section class="hero-banner hero-banner--dark"> <picture class="hero-banner_image"> <source media="(min-width: 1400px)" srcset="/media/4uihbre4/man-with-laptop.png?rxy=0.501486102590124,0.4599142214439835&width=1920&height=480&v=1da26d4db2861f0"> <source media="(min-width: 1304px)" srcset="/media/4uihbre4/man-with-laptop.png?rxy=0.501486102590124,0.4599142214439835&width=1400&height=436&v=1da26d4db2861f0"> <source media="(min-width: 768px)" srcset="/media/4uihbre4/man-with-laptop.png?rxy=0.501486102590124,0.4599142214439835&width=990&height=433&v=1da26d4db2861f0"> <source srcset="/media/4uihbre4/man-with-laptop.png?rxy=0.501486102590124,0.4599142214439835&width=990&height=558&v=1da26d4db2861f0"> <img src="/media/4uihbre4/man-with-laptop.png?rxy=0.501486102590124,0.4599142214439835&width=990&height=558&v=1da26d4db2861f0" alt="Man with laptop"> </picture> <article class="hero-banner_content container-xxl"> <h1 class="hero-banner_title">Reserve Account for Pensions</h1> <div class="hero-banner_intro"><p>A current account for pension trustees, scheme administrators and authorised pension scheme practitioners.</p></div> </article> </section> </div> <nav class="breadcrumbs container-xxl py-4" aria-label="breadcrumb"> <ol class="breadcrumb"> <li class="breadcrumb-item"> <a href="/"> Home </a> </li> <li class="breadcrumb-item"> <a href="/accounts">Accounts</a> </li> <li class="breadcrumb-item"> <a href="/accounts/specialist-banking">Specialist Banking</a> </li> <li class="breadcrumb-item"> <a href="/accounts/specialist-banking/solutions-for-pensions">Solutions for pensions</a> </li> <li class="breadcrumb-item active" aria-current="page"> Reserve Account for Pensions </li> </ol> </nav> <!-- Key facts !--> <section class="icon-list py-5" aria-labelledby="icon-list"> <div class="container-xl"> <header class="mb-lg-5 mb-3"> <h2 id="icon-list" class="h2"> Why choose a Reserve Account for Pensions? </h2> <div class="lead rich-text-editor mt-3"> </div> </header> <div class="grid grid--2"> <ul class="icon-list_list list"> <li class="icon-list_item"> <i class="ca-account-fees icon icon--light"></i> You'll pay no fees to maintain the account. </li> <li class="icon-list_item"> <i class="ca-calendar icon icon--light"></i> Get up to 30 everyday debit transactions each month. </li> <li class="icon-list_item"> <i class="ca-exchange icon icon--light"></i> No charges when transferring between your Euro, Sterling, or US Dollar accounts under the same Customer Number. </li> </ul> <aside class="icon-list_aside"> <h2>Eligibility</h2> <div class="lead rich-text-editor mt-2 mb-4"><p>Please read the section below.</p></div> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-f9cd093a-b7e6-4548-9d11-3dd79e0066f8"> <button class="accordion-button " type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-f9cd093a-b7e6-4548-9d11-3dd79e0066f8" aria-expanded="false" aria-controls="accordion-content-f9cd093a-b7e6-4548-9d11-3dd79e0066f8" data-ui-component="Accordion" data-ui-group="Eligibility" data-ui-title="You can apply if you're:"> You can apply if you're: </button> </h2> <section id="accordion-content-f9cd093a-b7e6-4548-9d11-3dd79e0066f8" class="accordion-collapse collapse show" aria-labelledby="accordion-header-f9cd093a-b7e6-4548-9d11-3dd79e0066f8" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>a pension trustee or administrator for UK registered Pension Schemes. There must be a professional trustee or co-signer who has an existing relationship with Cater Allen</li> <li>a pension holder. Please apply through your pension provider</li> <li>18 or older and resident in the UK.</li> </ul> </div> </div> </section> </article> <div class="icon-list_card-copy pt-4"> <p><strong>Please note:</strong><br>We may decline your application without providing a reason. Some common reasons include but aren't limited to: certain countries you're linked with, providing incomplete or limited information about yourself or the source of your funds.</p> </div> </div> </div> </section> </aside> </div> </div> </section> <!-- More Information & Interest Rates !--> <div class="bg- pt-3 pb-5 px-3" data-ui-component="accordion"> <div class="container-xxl"> <header class="title-and-intro"> <h2>Additional information & interest rates</h2> </header> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-6eb216f4-c319-4ed3-b1ee-f3549746eb59"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-6eb216f4-c319-4ed3-b1ee-f3549746eb59" aria-expanded="false" aria-controls="accordion-content-6eb216f4-c319-4ed3-b1ee-f3549746eb59" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="More information"> More information </button> </h2> <section id="accordion-content-6eb216f4-c319-4ed3-b1ee-f3549746eb59" class="accordion-collapse collapse " aria-labelledby="accordion-header-6eb216f4-c319-4ed3-b1ee-f3549746eb59" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>We'll open your new account within 7 days. It'll be quicker if you're an existing customer, opening an account with us in the same name, as long as your circumstances haven't changed.</li> <li>Please make sure all sections of your application are complete, and you've attached the supporting documents listed within the <a rel="noopener" href="/media/kwhfaug3/customer-identification-requirements.pdf" target="_blank" title="Download our Customer identification requirements document (opens in a new window)">Customer Identification Requirements (pdf)</a> document. If anything is missing, this might cause a delay.</li> <li>You can view your Reserve Account online, or by phone or by post.</li> <li>Interest paid on balances in pounds only.</li> <li>Everyday debit transactions on this account are cheque withdrawals, standing orders, Direct Debits, bill payments and electronic payments. For details of other transactions with charges, for example CHAPS, please see our Banking Tariff.</li> <li>This account is subject to availability and may be withdrawn from sale at any time without notice.</li> <li>We'll support you if you've fallen victim to a fraud. You can find out more about our approach to fraud, on our website.</li> </ul> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-3be66af2-2875-41f6-8b78-1ff3034c30b3"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-3be66af2-2875-41f6-8b78-1ff3034c30b3" aria-expanded="true" aria-controls="additional-info-accordion-content-3" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="Interest rates"> Interest rates </button> </h2> <section id="accordion-content-3be66af2-2875-41f6-8b78-1ff3034c30b3" class="accordion-collapse collapse" aria-labelledby="accordion-header-3be66af2-2875-41f6-8b78-1ff3034c30b3" data-bs-parent="#additional-info"> <div class="accordion-body"> <div class="rich-text-editor mb-4"> <h2>Reserve Account for Pensions (GBP) - £ pounds</h2> <div class="rich-text-editor"></div> <table class="table--striped mt-5 interest-rates_table w-75" aria-label="Reserve Account for Pensions (GBP) - £ pounds"> <caption class="sr-only">Reserve Account for Pensions (GBP) - £ pounds</caption> <thead> <tr> <th>Balance</th> <th>Gross % p.a.</th> <th>AER % p.a.</th> </tr> </thead> <tbody> <tr> <td>£500,000+</td> <td>1.54%</td> <td>1.55%</td> </tr> <tr> <td>£0+</td> <td>1.44%</td> <td>1.45%</td> </tr> </tbody> </table> <div class="rich-text-editor"><p><strong>Rates may vary and are correct as at 4 September 2023.</strong></p> <ul> <li>Interest rates are variable and tiered.</li> <li>Interest is calculated daily and credited monthly.</li> </ul> <p>The gross rate is the interest rate we pay where no income tax has been deducted.</p> <p>AER stands for Annual Equivalent Rate and shows what the interest rate would be if we paid interest and added it to your account each year.</p></div> </div> </div> </section> </article> </div> </div> </section> </div> </div> <!-- How to apply !--> <div class="bg- py-5 px-3" data-ui-component="accordion"> <div class="container-xxl"> <header class="title-and-intro"> <h2>How to apply</h2> </header> <section class="accordion" aria-labelledby="accordion_header"> <div class="accordion_content "> <div class="accordion-flush" id="how-to-apply"> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-f0d06f90-782f-4a18-bc29-5b8c069db4c3"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-f0d06f90-782f-4a18-bc29-5b8c069db4c3" aria-expanded="false" aria-controls="accordion-content-f0d06f90-782f-4a18-bc29-5b8c069db4c3" data-ui-component="Accordion" data-ui-group="How to apply" data-ui-title="Read and save the following documents"> Read and save the following documents </button> </h2> <section id="accordion-content-f0d06f90-782f-4a18-bc29-5b8c069db4c3" class="accordion-collapse collapse " aria-labelledby="accordion-header-f0d06f90-782f-4a18-bc29-5b8c069db4c3" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor mb-4"> <p>It's important that you fully understand the account, interest rates and the relevant Terms and Conditions before submitting an application.</p> <p>To view the interest rates for this account, click on <strong>Interest rates</strong> in the '<strong>Additional information & interest rates</strong>' section above. To view all of our interest rates go to our <a href="/banking-support/literature-and-rates/interest-rates" title="Go to our Interest rates page">Interest rates</a> page.</p> </div> <div class="accordion_downloads"> <!-- Start Download --> <a href="/media/kwhfaug3/customer-identification-requirements.pdf" target="_blank" title="Download our Customer identification requirements (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Customer Identification Requirements" data-ui-document="Customer identification requirements" data-ui-file="customer-identification-requirements.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Customer identification requirements</h3> <p class="download_file-size">File size: 179.2 KB</p> </div> </article> </a> <!-- Start Download --> <a href="/media/g0nhjzry/banking-tariff.pdf" target="_blank" title="Download our Banking Tariff (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Additional important literature about your Account" data-ui-document="Banking Tariff" data-ui-file="banking-tariff.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Banking Tariff</h3> <p class="download_file-size">File size: 49.4 KB</p> </div> </article> </a> <!-- Start Download --> <a href="/media/lzrmtu2j/fscs-information-sheet-and-exclusions-list.pdf" target="_blank" title="Download our FSCS Information Sheet and Exclusions List (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Additional important literature about your Account" data-ui-document="FSCS Information Sheet and Exclusions List" data-ui-file="fscs-information-sheet-and-exclusions-list.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">FSCS Information Sheet and Exclusions List</h3> <p class="download_file-size">File size: 1.7 MB</p> </div> </article> </a> <!-- Start Download --> <a href="/media/a2eor0fp/non-personal-terms-and-conditions.pdf" target="_blank" title="Download our Non-Personal Terms and Conditions (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Terms and Conditions" data-ui-document="Non-Personal Terms and Conditions" data-ui-file="non-personal-terms-and-conditions.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Non-Personal Terms and Conditions</h3> <p class="download_file-size">File size: 558.1 KB</p> </div> </article> </a> <!-- Start Download --> <a href="/media/rezgtclx/reserve-account-for-pensions-fact-sheet.pdf" target="_blank" title="Download our Reserve Account For Pensions Fact Sheet (pdf) document (opens in a new window)" data-ui-component="DocumentListing" data-ui-group="How to apply" data-ui-type="Account Fact Sheets" data-ui-document="Reserve Account For Pensions Fact Sheet" data-ui-file="reserve-account-for-pensions-fact-sheet.pdf"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Reserve Account For Pensions Fact Sheet</h3> <p class="download_file-size">File size: 761.6 KB</p> </div> </article> </a> </div> <!-- End Download --> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-694472ac-3218-4aef-8992-b8130f502d1f"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-694472ac-3218-4aef-8992-b8130f502d1f" aria-expanded="false" aria-controls="accordion-content-694472ac-3218-4aef-8992-b8130f502d1f" data-ui-component="Accordion" data-ui-group="How to apply" data-ui-title="Please contact your pension provider"> Please contact your pension provider </button> </h2> <section id="accordion-content-694472ac-3218-4aef-8992-b8130f502d1f" class="accordion-collapse collapse " aria-labelledby="accordion-header-694472ac-3218-4aef-8992-b8130f502d1f" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <p>Please contact your pension provider to discuss opening the account and completing an application form.</p> <p>If you don't have a pension provider, please contact us at <a rel="noopener" href="mailto:capbcet@caterallen.co.uk" target="_blank" title="Email capbcet@caterallen.co.uk">capbcet@caterallen.co.uk</a> to discuss your options.</p> </div> </div> </section> </article> </div> </div> </section> </div> </div> <!-- Literature Downloads !--> <div class="container-xxl"> <section class="accordion py-5" aria-labelledby="accordion-2_header"> <div class="accordion_content"> <header class="accordion_header-wrapper"> <h2 id="accordion-2_header" class="accordion_header h2"> Literature downloads </h2> <div class="d-none d-lg-flex accordion_header-btns"> <a class="btn" data-ui-component="AccountDocumentsListing" data-ui-group="Literature downloads" data-ui-document="Download application pack" data-ui-file="application-pack.zip" data-ui-type="All Account Documents" href="/umbraco/api/applicationpack/get?pageId=1543">Download application pack</a> </div> </header> <div class="accordion-flush" id="literature-downloads"> <article class="accordion-item"> <h2 class="accordion-header" id="literature-accordion-header-0"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#literature-accordion-content-0" aria-expanded="true" aria-controls="literature-accordion-content-0" data-ui-component="Accordion" data-ui-group="Literature Downloads" data-ui-title="Customer Identification Requirements"> Customer Identification Requirements </button> </h2> <section id="literature-accordion-content-0" class="accordion-collapse collapse" aria-labelledby="literature-accordion-header-0" data-bs-parent="#literature-downloads"> <div class="accordion-body"> <div class="accordion_downloads"> <!-- Start Download --> <a data-ui-component="AccountDocumentsListing" data-ui-group="Literature downloads" data-ui-document="Customer identification requirements" data-ui-file="customer-identification-requirements.pdf" data-ui-type="Customer Identification Requirements" href="/media/kwhfaug3/customer-identification-requirements.pdf" target="_blank" title="Download our Customer identification requirements (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download 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data-ui-component="Accordion" data-ui-group="Literature Downloads" data-ui-title="Additional important literature about your Account"> Additional important literature about your Account </button> </h2> <section id="literature-accordion-content-2" class="accordion-collapse collapse" aria-labelledby="literature-accordion-header-2" data-bs-parent="#literature-downloads"> <div class="accordion-body"> <div class="accordion_downloads"> <!-- Start Download --> <a data-ui-component="AccountDocumentsListing" data-ui-group="Literature downloads" data-ui-document="A guide to our complaints process" data-ui-file="a-guide-to-our-complaints-process.pdf" data-ui-type="Additional important literature about your Account" href="/media/u5mlfpee/a-guide-to-our-complaints-process.pdf" target="_blank" title="Download our A guide to our complaints process (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div 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Tariff" data-ui-file="banking-tariff.pdf" data-ui-type="Additional important literature about your Account" href="/media/g0nhjzry/banking-tariff.pdf" target="_blank" title="Download our Banking Tariff (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Banking Tariff (pdf)</h3> <p class="download_file-size">File size: 49.4 KB</p> </div> </article> </a> <a data-bs-toggle="modal" data-bs-target="#protectedDocumentsModal-additional-important-literature-about-your-account-0" href="#protectedDocumentsModal-additional-important-literature-about-your-account-0" data-ui-component="LiteratureDownloads" data-ui-group="Additional important literature about your Account" data-ui-type="Additional important literature about your Account" data-ui-document="Change of Details Form" data-ui-file="change-of-details-form.pdf" data-ui-action="Open Modal"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Change of Details Form</h3> <p class="download_file-size">File size: 137.2 KB</p> </div> </article> </a> <div class="modal fade" id="protectedDocumentsModal-additional-important-literature-about-your-account-0" tabindex="-1" aria-labelledby="applyModalLabel" aria-hidden="true"> <div class="modal-dialog"> <div class="modal-content"> <div class="modal-header"> <h3 class="modal-title" id="applyModalLabel">Please read</h3> </div> <div class="modal-body "> <div class="flex rich-text-editor"> <p style="margin-bottom: 12px;">Customers with a Personal Access Code can update their UK address and contact details online, or by calling us.</p> <p style="margin-bottom: 8px;">Customers without a Personal Access Code can complete and return this form which can also be used to notify us of personal data changes including name, home address, title, telephone number, email address, country of fiscal residence or tax contributions and signature.</p> <p style="line-height: 2.1rem; margin-bottom: 8px;">- If your name has changed, please send 1 document from List 1 - Proof of identity, as noted in our Customer Identification Requirements, along with a valid, certified document as proof of change, for example Marriage/Civil Partnership, or Deed Poll Certificate.</p> <p style="line-height: 2.1rem; margin-bottom: 10px;">- If you have moved to a non-UK address, please send 1 document from List 2 - Proof of Address, as noted in the Customer Identification Requirements.</p> <p style="margin-bottom: 12px;">Please note that this form cannot be used for changes to account details, non-personal data changes, or signature mandates. In some case we may require to revert to you for additional documentation and/or forms, in order to update our records.</p> </div> <div class="mt-4 d-flex justify-content-between rich-text-editor"> <a href="/media/0ojpkis5/change-of-details-form.pdf" target="_blank" title="Download our Change of Details Form (pdf) document (opens in a new window)" class="btn btn-primary" data-ui-component="LiteratureDownloads" data-ui-group="Additional important literature about your Account" data-ui-type="Additional important literature about your Account" data-ui-document="Change of Details Form" data-ui-file="change-of-details-form.pdf" data-ui-action="Accept and download"> <span data-bs-dismiss="modal">Accept and download</span> </a> <a href="#" data-bs-dismiss="modal" data-ui-component="LiteratureDownloads" data-ui-group="Additional important literature about your Account" data-ui-type="Additional important literature about your Account" data-ui-document="Change of Details Form" 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href="/media/232pahar/international-payment-request-form.pdf" target="_blank" title="Download our International payment request form (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">International payment request form (pdf)</h3> <p class="download_file-size">File size: 58.8 KB</p> </div> </article> </a> <!-- Start Download --> <a data-ui-component="AccountDocumentsListing" data-ui-group="Literature downloads" data-ui-document="Internet Banking registration guide" data-ui-file="internet-banking-registration-guide.pdf" data-ui-type="Additional important literature about your Account" href="/media/nu2o43u3/internet-banking-registration-guide.pdf" target="_blank" title="Download our Internet Banking registration guide (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download 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data-ui-document="Sanctions Exposure Questionnaire" data-ui-file="sanctions-exposure-questionnaire.pdf" data-ui-type="Additional important literature about your Account" href="/media/qi1daqyw/sanctions-exposure-questionnaire.pdf" target="_blank" title="Download our Sanctions Exposure Questionnaire (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Sanctions Exposure Questionnaire (pdf)</h3> <p class="download_file-size">File size: 1.6 MB</p> </div> </article> </a> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="literature-accordion-header-3"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#literature-accordion-content-3" aria-expanded="true" aria-controls="literature-accordion-content-3" data-ui-component="Accordion" data-ui-group="Literature Downloads" data-ui-title="Terms and Conditions"> Terms and Conditions </button> </h2> <section id="literature-accordion-content-3" class="accordion-collapse collapse" aria-labelledby="literature-accordion-header-3" data-bs-parent="#literature-downloads"> <div class="accordion-body"> <div class="accordion_downloads"> <!-- Start Download --> <a data-ui-component="AccountDocumentsListing" data-ui-group="Literature downloads" data-ui-document="Internet Banking Terms and Conditions" data-ui-file="internet-banking-terms-and-conditions.pdf" data-ui-type="Terms and Conditions" href="/media/c14baqck/internet-banking-terms-and-conditions.pdf" target="_blank" title="Download our Internet Banking Terms and Conditions (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Internet Banking Terms and Conditions (pdf)</h3> <p class="download_file-size">File size: 31.1 KB</p> </div> </article> </a> <!-- Start Download --> <a data-ui-component="AccountDocumentsListing" data-ui-group="Literature downloads" data-ui-document="Non-Personal Terms and Conditions" data-ui-file="non-personal-terms-and-conditions.pdf" data-ui-type="Terms and Conditions" href="/media/a2eor0fp/non-personal-terms-and-conditions.pdf" target="_blank" title="Download our Non-Personal Terms and Conditions (pdf) document (opens in a new window)"> <article class="download"> <div class="download_icon"> <i class="ca-download icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Non-Personal Terms and Conditions (pdf)</h3> <p class="download_file-size">File size: 558.1 KB</p> </div> </article> </a> </div> </div> </section> </article> <div class="accordion_btns pt-4 d-lg-none"> <a class="btn" href="#">Download application pack</a> </div> </div> </div> </section> </div> <div class="block-list_footer"> <section 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All rights reserved</p> <p>Cater Allen Private Bank is the name used for banking services provided by Cater Allen Limited. Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN. Registered in England and Wales number 383032. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Our Financial Services Register number is 178737. You can check this on the Financial Services Register by visiting the FCA’s website <a href="https://www.fca.org.uk/register">www.fca.org.uk/register</a>. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. 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