For Intermediaries
Secure portal provided by Cater Allen
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For Customers
Internet Banking for account holders
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Wrap Platforms (IFAs only)
We are aware that many intermediaries rely on platforms to gain access to products for their clients’ cash portfolios.
Cater Allen offers a range of savings accounts through Ascentric, Axa Wealth/Elevate, Friends Life, Novia, Nucleus, Smartfund Administration (Praemium), Standard Life and Transact.
Please note that any products for Wrap Platforms can only be opened through a financial adviser authorised by the Financial Conduct Authoriaty (FCA). Customers requiring further information on Wrap Platforms and how to access our associated cash products should contact their financial adviser.
Savings Accounts
Asset 30 Account
A savings account, paying an enhanced rate of interest where immediate access to funds is not required.
Term Deposit Account
A fixed-term savings account with a guaranteed rate of interest paid over periods ranging from three months to three years.
How FSCS protects your money
The FSCS is there to protect your money, giving you automatic protection up to £85,000. To find out more about how your money is protected download the latest guide.
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.
