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Intermediaries

Supporting your requirements, and in turn those of your clients.

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Intermediaries

Apply for a business account

Find the business products you can apply online for here.

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Apply for a personal account

Find the personal products you can apply online for here.

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Consumer Duty

Useful information and guidelines for Consumer Duty.

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How do we work with you?

We work closely with professional advisers and financial intermediaries to support your requirements, and in turn those of your clients.

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Intermediary Portal

Our intermediary Portal offers stronger security and a range of tools and features to enable you to service your account(s) and your customer portfolio online.

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How to use our Intermediary Portal

We have produced some 'How to' videos to assist you with some common tasks.

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Literature for Professional Advisers

Download useful literature for more information on specific products.

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Online applications forms frequently asked questions

Read our frequently asked questions for intermediaries completing bank account applications online.

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Cater Allen Private Bank is the name used for banking services provided by Cater Allen Limited. Registered Office: 2 Triton Square, Regent’s Place, London, NW1 3AN. Registered in England and Wales number 383032. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and Prudential Regulation Authority. Our Financial Services Register number is 178737. You can check this on the Financial Services Register by visiting the FCA’s website www.fca.org.uk/register. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. Calls may be recorded or monitored.

Telephone 0800 092 3300. caterallen.co.uk

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