Current Accounts

Cater Allen current accounts offer full banking facilities and a VISA Deferred-Debit card.

We also provide euro and US dollar accounts, supporting instant transfers between these and our sterling current accounts with no currency conversion fee. All of our personal accounts can be held by up to four people.

Private Bank Account

Our flagship account, exclusive to clients holding in excess of £100,000 with Cater Allen, offers a high quality level of service supported by our dedicated Private Banking Team.The minimum opening deposit is £5,000. If the account balance falls below the £5,000 minimum required, a charge of £15 will be applicable in each calendar month that the balance is below the minimum.

Sterling Bank Account

For clients requiring a personalised telephone banking service, our Sterling Account is available to open with £5,000. If the account balance falls below the £5,000 minimum required, a charge of £15 will be applicable in each calendar month that the balance is below the minimum.

Euro Bank Account

Regular travellers to Europe who need to hold funds in euros can transfer instantly between linked Cater Allen current accounts.The minimum deposit is £5,000 (or the Euro equivalent) at opening.

US Dollar Bank Account

Frequent travellers to the US wishing to hold funds in US dollars can transfer instantly between linked Cater Allen current accounts.The minimum deposit is £5,000 (or the Euro equivalent) at opening.

Cash Hub Account

The Cater Allen Cash Hub Account has been designed specifically to meet the cash management needs of advisers and their clients.

Investment Account

An account with full banking facilities and instant access allowing up to 20 day-to-day transactions* per calendar month.The minimum opening deposit is £5,000.

 

*Day to day transactions on this account are: cheque withdrawals; cash machine withdrawals; cash withdrawals over-the-counter; Visa Deferred-Debit Card purchases including recurring transactions; Standing Orders, Direct Debits; bill payments and electronic payments.