Solutions for Trusts

We understand that when advising clients who are trustees of a trust fund, you have a combined responsibility to seek interest on monies as well as allowing the trustee to retain access when needed. View our accounts available for trusts below.

Current Accounts

Reserve Account for Trusts

A versatile current account that enables trustees to manage funds held in trust on behalf of their clients.

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Savings Accounts

Business Notice 35 Account

A savings account, paying an enhanced rate of interest where immediate access to funds is not required.

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Trusts glossary of terms

The glossary sets out a number of standardised terms related to Trusts, and their meaning, used by us and other banks. These terms will assist you in understanding what is asked of you when filling out an application form to open a Trust bank account with Cater Allen.

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Frequently asked questions

Our Frequently asked questions outline the most common questions in relation to a Trust bank account with Cater Allen.

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Financial Services Compensation Scheme

The FSCS is there to protect your money, giving automatic protection to individuals, companies and small local authorities.

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Information Sheet and Exclusions List

Customers must acknowledge they have received the Information Sheet and Exclusions List within their application. You can download your copy here.

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