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

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

Find out more

Term Deposit Account

A fixed-term savings account with a guaranteed rate of interest paid over periods ranging from three months to three years.

Find out more

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.

Download FSCS 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.

Download PDF