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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_iZ9RerjkOE14eiycfn4kkkeTQYkPD6YG2U1BwdZ7kyJpbRZjZSEsG1pjPSBrzQ_sFCmasxLnF7p7Ql0bZGOkJsRZfOnKQgWO1-zOeg3aKEfopFb9NDmeGPY65zNyBrjHyoArAYtc" /></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 Trusts</h1> <div class="hero-banner_intro"><p>A versatile current account that enables trustees to manage funds held in trust on behalf of their clients.</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-trusts">Solutions for trusts</a> </li> <li class="breadcrumb-item active" aria-current="page"> Reserve Account for Trusts </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 Trusts? </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-specialist-banking icon icon--light"></i> We have years of experience with accounts for trusts. </li> <li class="icon-list_item"> <i class="ca-cash-hub icon icon--light"></i> Get instant access to your funds. </li> <li class="icon-list_item"> <i class="ca-account-fees icon icon--light"></i> Pay no monthly, annual, or set up fees. </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-channels icon icon--light"></i> You can monitor all trust fund accounts you're responsible for through a single log-in to Internet Banking. </li> </ul> <aside class="icon-list_aside"> <h2>Eligibility</h2> <div class="lead rich-text-editor mt-2 mb-4"><p>Please read both sections 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-1977de89-1bc5-4038-8138-05aaa4b12718"> <button class="accordion-button " type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-1977de89-1bc5-4038-8138-05aaa4b12718" aria-expanded="false" aria-controls="accordion-content-1977de89-1bc5-4038-8138-05aaa4b12718" data-ui-component="Accordion" data-ui-group="Eligibility" data-ui-title="You can only apply if you're:"> You can only apply if you're: </button> </h2> <section id="accordion-content-1977de89-1bc5-4038-8138-05aaa4b12718" class="accordion-collapse collapse show" aria-labelledby="accordion-header-1977de89-1bc5-4038-8138-05aaa4b12718" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>introduced to us by a professional adviser who is registered with Cater Allen or you're applying for an additional account with us, in the same name</li> <li>a UK registered trust and all parties and beneficiaries connected to the trust live in the UK</li> <li>providing personal details and ID for all parties, including vested beneficiaries, at the outset</li> <li>18 or older (account holders only)</li> <li>only receiving deposits that originate from within the UK.</li> </ul> </div> </div> </section> </article> <article class="accordion-item"> <h2 class="accordion-header" id="accordion-header-13d82d66-9ca9-40ab-a41e-77650c79e7ef"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-13d82d66-9ca9-40ab-a41e-77650c79e7ef" aria-expanded="false" aria-controls="accordion-content-13d82d66-9ca9-40ab-a41e-77650c79e7ef" data-ui-component="Accordion" data-ui-group="Eligibility" data-ui-title="You shouldn't apply if you're:"> You shouldn't apply if you're: </button> </h2> <section id="accordion-content-13d82d66-9ca9-40ab-a41e-77650c79e7ef" class="accordion-collapse collapse " aria-labelledby="accordion-header-13d82d66-9ca9-40ab-a41e-77650c79e7ef" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>opening an account without the support of professional adviser who is registered with Cater Allen or you don't have an existing account with us, in the same name</li> <li>a non-UK registered trust</li> <li>unable to give us personal details and ID for all parties, including vested beneficiaries, at the outset</li> <li>including a corporate trustee who are new to Cater Allen.</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-b0cf6690-2f9d-46c4-b6f3-d27fb7199f0b"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-b0cf6690-2f9d-46c4-b6f3-d27fb7199f0b" aria-expanded="false" aria-controls="accordion-content-b0cf6690-2f9d-46c4-b6f3-d27fb7199f0b" data-ui-component="Accordion" data-ui-group="Additional information & interest rates" data-ui-title="More information"> More information </button> </h2> <section id="accordion-content-b0cf6690-2f9d-46c4-b6f3-d27fb7199f0b" class="accordion-collapse collapse " aria-labelledby="accordion-header-b0cf6690-2f9d-46c4-b6f3-d27fb7199f0b" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor"> <ul> <li>We'll open your new account within 21 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 for Trusts online or manage it by phone or by post.</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>When your account is open, you can order a chequebook through Internet Banking, secure messaging, or by calling us.</li> <li>Available in pounds only.</li> <li>Overdrafts aren't available. If you think you may need an overdraft, this account isn't right for your needs.</li> <li>This account is subject to availability and may be withdrawn from sale at any time without notice.</li> <li>For more support, read our <a href="/banking-support/account-support/trusts-frequently-asked-questions" title="Go to our Trusts frequently asked questions page">Trusts frequently asked questions</a> and <a href="/banking-support/account-support/trusts-glossary-of-terms" title="Go to our Trusts glossary of terms page">Trusts glossary of terms</a>.</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-88d77241-6e29-4885-8769-d7ffbc32668d"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-88d77241-6e29-4885-8769-d7ffbc32668d" 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-88d77241-6e29-4885-8769-d7ffbc32668d" class="accordion-collapse collapse" aria-labelledby="accordion-header-88d77241-6e29-4885-8769-d7ffbc32668d" data-bs-parent="#additional-info"> <div class="accordion-body"> <div class="rich-text-editor mb-4"> <h2>Reserve Account for Trusts - £ pounds</h2> <div class="rich-text-editor"></div> <table class="table--striped mt-5 interest-rates_table w-75" aria-label="Reserve Account for Trusts - £ pounds"> <caption class="sr-only">Reserve Account for Trusts - £ pounds</caption> <thead> <tr> <th>Balance</th> <th>Gross % p.a.</th> <th>AER % p.a.</th> </tr> </thead> <tbody> <tr> <td>£0+</td> <td>0.00%</td> <td>0.00%</td> </tr> </tbody> </table> <div class="rich-text-editor"><p><strong>Rates may vary and are correct as at 4 November 2021.</strong></p> <ul> <li>Interest is calculated daily and credited quarterly.</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> <div class="lead rich-text-editor mt-6"><p>If you're a professional adviser and have an existing relationship with us, please contact your Relationship Director for more information. If you're a professional adviser and would like to find out more about establishing a relationship with Cater Allen, 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>.</p></div> </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-5bd95b37-55e9-4f69-bbdf-acf9a5b1aced"> <button class="accordion-button collapsed" type="button" data-bs-toggle="collapse" data-bs-target="#accordion-content-5bd95b37-55e9-4f69-bbdf-acf9a5b1aced" aria-expanded="false" aria-controls="accordion-content-5bd95b37-55e9-4f69-bbdf-acf9a5b1aced" 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-5bd95b37-55e9-4f69-bbdf-acf9a5b1aced" class="accordion-collapse collapse " aria-labelledby="accordion-header-5bd95b37-55e9-4f69-bbdf-acf9a5b1aced" data-bs-parent="#how-to-apply"> <div class="accordion-body"> <div class="rich-text-editor mb-4"> <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/o15n5d1x/reserve-account-for-trusts-fact-sheet.pdf" target="_blank" title="Download our Reserve Account For Trusts 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 Trusts Fact Sheet" data-ui-file="reserve-account-for-trusts-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 Trusts Fact Sheet</h3> <p class="download_file-size">File size: 794.0 KB</p> </div> </article> </a> </div> <!-- End Download --> </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=1544">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 icon"></i> </div> <div class="download_information"> <h3 class="download_title p">Customer identification requirements (pdf)</h3> <p class="download_file-size">File size: 179.2 KB</p> </div> </article> </a> </div> </div> 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