

Internet Banking and new Intermediary Portal
Internet Banking log inA convenient and accessible savings account, paying an enhanced rate of interest where immediate access to funds is not required.
Read moreAlso 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 and be resident in the UK permanently.
This account is subject to availability and may be withdrawn from sale at any time without notice.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 13 May 2020. Interest rates are variable. Interest is calculated daily and credited monthly.
Balance | Gross % p.a. | AER % p.a. |
---|---|---|
£5,000+ | 0.25% | 0.25% |
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 capbcet@caterallen.co.uk 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.
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: 46.8KB
Sovereign 30 Account Fact Sheet
Size: 758.7KB
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 Sovereign 30 Account Fact Sheet, 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.
Personal Terms and Conditions
Size: 630.5KB
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 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.
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Banking Tariff
Size: 46.8KB
Sovereign 30 Account Fact Sheet
Size: 758.7KB
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 Sovereign 30 Account Fact Sheet, 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.
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Banking Tariff
Size: 46.8KB
Sovereign 30 Account Fact Sheet
Size: 758.7KB
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 Sovereign 30 Account Fact Sheet, 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.
Personal Terms and Conditions
Size: 630.5KB
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 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.
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 capbcet@caterallen.co.uk 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.
Sovereign 30 Account Fact Sheet
Size: 758.7KB
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 Sovereign 30 Account Fact Sheet, 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.
Personal Account application form
Size: 360.8KB
Please note our Term Deposit Accounts are no longer on sale although they are still appearing on our application forms. Please do not tick to open a Term Deposit Account as we won't be able to action this.
Customer identification requirements
Size: 65.9KB
A Guide to your Account
Size: 6.5MB
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: 46.8KB
A guide to our complaints procedure
Size: 32.0KB
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Personal Terms and Conditions
Size: 630.5KB
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 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: 29.0KB
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 Personal Accounts
Size: 291.6KB
Please ensure you complete all the questions in this mandate. Any incomplete forms will be returned and delay your request.
Sovereign 30 Account Fact Sheet
Size: 758.7KB
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 Sovereign 30 Account Fact Sheet, 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.
A Guide to your Account
Size: 6.5MB
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: 46.8KB
A guide to our complaints procedure
Size: 32.0KB
Helping you manage your non-personal account
Size: 46.3KB
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Internet Banking Terms and Conditions
Size: 29.0KB
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.
Non-Personal Terms and Conditions
Size: 491.2KB
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.
Sovereign 30 Account Fact Sheet
Size: 758.7KB
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 Sovereign 30 Account Fact Sheet, 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: 65.9KB
Application form for Personal Representatives, Executors, Attorneys and Receivers/Deputies
Size: 2.5MB
Please note:
1. Our Term Deposit Accounts are no longer on sale although they are still appearing on our application forms. Please do not tick to open a Term Deposit Account as we won’t be able to action this.
2. When filling out this form, in Section 12 'Required documents' we no longer accept a copy of the Death Certificate and the Will for verification of Personal Representative/Executor Accounts. One of the following items must be provided for verification of Personal Representative/Executor Accounts: A sealed original copy of the Grant of Probate or certified copy of the Grant of Probate (certified copies in accordance with Customer Identification Requirements guidance for Certifiers) or Letters of Administration.
A Guide to your Account
Size: 6.5MB
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: 46.8KB
A guide to our complaints procedure
Size: 32.0KB
FSCS Information Sheet and Exclusions List
Size: 1.7MB
Personal Terms and Conditions
Size: 630.5KB
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 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: 29.0KB
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.
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