

A versatile current account that enables trustees to manage funds held in trust on behalf of their clients.
Read moreAvailable to trustees.
Account holders must be 18 or older and be resident in the UK permanently.
All Cater Allen current accounts are subject to status.
This account is subject to availability and may be withdrawn from sale at any time without notice.
Rates may vary and are correct as at 4 November 2021.
Balance | Gross % p.a. | AER % p.a. |
---|---|---|
£0+ | 0.00% | 0.00% |
The gross rate is the interest rate we pay where no income tax has been deducted.
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.
It's important that you fully understand the account, interest rates and the relevant Terms and Conditions before submitting an application.
Please scroll down to 'Literature Downloads' below, where you can download the Trust application form and mandate, and Customer Identification Requirements.
Once you have sent in your application, it will usually be processed within 5 days of us receiving it, as long as the application form is completed correctly and accompanied by all required documents.
View the interest rate for the account you would like to apply for
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Banking Tariff
Size: 39.7KB
Reserve Account For Trusts Fact Sheet
Size: 59.5KB
Please note, the interest rate showing on this Fact Sheet reduced on the 4 November 2021. Please see the product interest rate tables on the website for the current interest rate.
Non-Personal Terms and Conditions
Size: 1.3MB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Non-Personal Terms and Conditions, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Customer identification requirements
Size: 63.7KB Last updated: 4 May 2022
Reserve Account For Trusts Fact Sheet
Size: 59.5KB
Please note, the interest rate showing on this Fact Sheet reduced on the 4 November 2021. Please see the product interest rate tables on the website for the current interest rate.
Trustees – Duties & Responsibilities
Size: 37.6KB
Customer identification requirements
Size: 63.7KB Last updated: 4 May 2022
Trust accounts application form
Size: 528.9KB
Please ensure you complete all the fields on this application form. Any incomplete forms will be returned to you for completion and will delay your application request. If you're unsure of what to put in a field, for example 'Estimated withdrawal value', please estimate as best as you can – please do not write 'I don’t know' or 'variable'.
If you'd like access to Internet Banking, please ensure you include your mobile number on the application form.
A guide to your Account
Size: 4.0MB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of 'A Guide to your Account', otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Banking Tariff
Size: 39.7KB
FSCS Information Sheet and Exclusions List
Size: 1.7MB
A guide to our complaints procedure
Size: 32.0KB
Helping you manage your non-personal account
Size: 46.3KB
International payment request form
Size: 58.8KB
Standing order mandate
Size: 28.9KB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Standing order mandate, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Non-Personal Terms and Conditions
Size: 1.3MB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Non-Personal Terms and Conditions, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Internet Banking Terms and Conditions
Size: 31.1KB
If you are a prospective customer, or you are an existing customer and have been informed the changes have gone live for your account, please download this version of the Internet Banking Terms and Conditions, otherwise click the Accept and download button. If you are not sure if the changes have gone live for your account, you can find out here.
Renewal Mandate for Trust Accounts
Size: 2.5MB
Please ensure you complete all the questions in this mandate. Any incomplete forms will be returned and delay your request.
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