A convenient and accessible savings account, paying an enhanced rate of interest where immediate access to funds is not required.Read more
Also available to clients with self-invested personal pensions (SIPPs).
Apply via your accountant or financial adviser.
Please note that we will not open the account without the correct value of deposit being received and will write to you to request the correct value of deposit if it is not supplied with your application.
Up to four joint account holders.
Account holders must be 18 or older.
This account is subject to availability and may be withdrawn from sale at any time without notice.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 31 August 2018. Interest rates are variable. Interest is calculated daily and credited monthly.
|Balance||Gross % p.a.||AER % p.a.|
Rates apply to Issue Three of this product.
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.
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.
Although you should apply via your financial adviser or intermediary we have provided the relevant documentation required for an application. It's important that you fully understand the account, interest rates and the relevant Terms and Conditions before submitting an application.
Please contact your financial adviser or intermediary to discuss opening the account and completing an application form.
If you don't have a financial adviser or intermediary, please contact us on 0800 032 7095 to discuss your options.
Once your financial adviser or intermediary has 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. Application forms we receive which are incorrect or incomplete will be automatically returned.
Your application and credit referencing
A Guide to your Account
Size: 4.5MB Last updated: 4 March 2019
A guide to our complaints procedure
Helping you manage your non-personal account
FSCS Information Sheet and Exclusions List