Skip to main content</a> <header class="site-header"> <div class="site-header_upper-wrapper bg-primary-400"> <div class="container-xxl"> <div class="site-header_wrapper"> <div class="site-header_upper"> <button class="site-header_mobile-icon d-none d-xl-none"> <i class="ca-lock" aria-hidden="true"></i> Login </button> <button class="site-header_mobile-icon d-xl-none js-mobile-menu-toggle" aria-expanded="false" aria-label="Toggle menu"> <i class="ca-bars" aria-hidden="true"></i> <span class="sr-only">Menu</span> </button> <nav class="site-header_secondary" aria-label="Secondary navigation"> <ul class="site-header_secondary-list list d-flex"> <li class="site-header_secondary-item d-none d-xl-block"> <a class="link" href="/about-us">About us</a> </li> <li class="site-header_secondary-item d-none d-xl-block"> <a class="link" href="/news">News</a> </li> <li class="site-header_secondary-item "> <a class="link" href="/contact-us">Contact us</a> </li> <li class="site-header_secondary-item"> <a class="btn btn--inverse btn--login" href="https://digital.caterallenonline.co.uk/"> Log on or Register </a> </li> </ul> </nav> </div> </div> </div> </div> <div id="site-header_lower" class="container-xxl site-header_wrapper site-header_lower d-xl-flex"> <a class="site-header_logo" href="/"> <img src="/dist/images/cater-allen-logo.svg" alt="Cater Allen logo"> </a> <nav id="site-header_primary-nav" class="site-header_primary-nav js-mobile-navigation" aria-label="Primary site navigation"> <ul class="site-header_primary-list list d-xl-flex"> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Accounts <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Accounts </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/accounts/personal-banking">Personal Banking</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Personal Banking <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Personal Banking </button> </li> <li> <a class="link" href="/accounts/personal-banking/private-bank-account">Private Bank Account</a> </li> <li> <a class="link" href="/accounts/personal-banking/euro-bank-account">Euro Bank Account</a> </li> <li> <a class="link" href="/accounts/personal-banking/us-dollar-bank-account">US Dollar Bank Account</a> </li> <li> <a class="link" href="/accounts/personal-banking/cash-hub-account">Cash Hub Account</a> </li> <li> <a class="link" href="/accounts/personal-banking/fixed-term-deposit-account">Fixed Term Deposit Account</a> </li> <li> <a class="link" href="/accounts/personal-banking/personal-notice-35-account">Personal Notice 35 Account</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/accounts/business-banking">Business Banking</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Business Banking <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Business Banking </button> </li> <li> <a class="link" href="/accounts/business-banking/reserve-account">Reserve Account</a> </li> <li> <a class="link" href="/accounts/business-banking/fixed-term-deposit-account-for-business">Fixed Term Deposit Account for business</a> </li> <li> <a class="link" href="/accounts/business-banking/business-notice-35-account">Business Notice 35 Account</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/accounts/specialist-banking">Specialist Banking</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Specialist Banking <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Specialist Banking </button> </li> <li> <a class="link" href="/accounts/specialist-banking/solutions-for-charities">Solutions for charities</a> </li> <li> <a class="link" href="/accounts/specialist-banking/solutions-for-executors-and-personal-representatives">Solutions for executors and personal representatives</a> </li> <li> <a class="link" href="/accounts/specialist-banking/solutions-for-pensions">Solutions for pensions</a> </li> <li> <a class="link" href="/accounts/specialist-banking/solutions-for-trusts">Solutions for trusts</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Off Sale Accounts</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Off Sale Accounts <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Off Sale Accounts </button> </li> <li> <a class="link" href="/accounts/off-sale-products">Off Sale Products</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Intermediaries <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Intermediaries </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Become an intermediary</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Become an intermediary <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Become an intermediary </button> </li> <li> <a class="link" href="/intermediaries/how-do-we-work-with-you">How do we work with you?</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Accounts</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Accounts <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Accounts </button> </li> <li> <a class="link" href="/intermediaries/intermediary-account-opening-portal">Intermediary Account Opening Portal</a> </li> <li> <a class="link" href="/intermediaries/intermediary-portal">Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/literature-for-professional-advisers">Literature for Professional Advisers</a> </li> <li> <a class="link" href="/intermediaries/online-applications-forms-frequently-asked-questions">Online applications forms frequently asked questions</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Useful information</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Useful information <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Useful information </button> </li> <li> <a class="link" href="/intermediaries/consumer-duty">Consumer Duty</a> </li> <li> <a class="link" href="/intermediaries/how-to-use-our-intermediary-portal">How to use our Intermediary Portal</a> </li> <li> <a class="link" href="/intermediaries/our-rate-changes">Our rate changes</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Banking support <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Banking support </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/account-support">Account support</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Account support <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Account support </button> </li> <li> <a class="link" href="/banking-support/account-support/account-change-frequently-asked-questions">Account change frequently asked questions</a> </li> <li> <a class="link" href="/banking-support/account-support/closing-our-isas">Closing our cash ISAs frequently asked questions</a> </li> <li> <a class="link" href="/banking-support/account-support/current-account-transaction-history">Current account transaction history</a> </li> <li> <a class="link" href="/banking-support/account-support/fixed-term-deposit-frequently-asked-questions">Fixed Term Deposit frequently asked questions</a> </li> <li> <a class="link" href="/banking-support/account-support/lost-or-dormant-accounts">Lost or dormant accounts</a> </li> <li> <a class="link" href="/banking-support/account-support/switching-your-current-account">Switching your current account</a> </li> <li> <a class="link" href="/banking-support/account-support/keeping-your-trust-account-information-up-to-date">Keeping your trust account information up-to-date</a> </li> <li> <a class="link" href="/banking-support/account-support/trusts-frequently-asked-questions">Trusts frequently asked questions</a> </li> <li> <a class="link" href="/banking-support/account-support/trusts-glossary-of-terms">Trusts glossary of terms</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/payments">Payments</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Payments <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Payments </button> </li> <li> <a class="link" href="/banking-support/payments/changes-to-bulk-payments">Changes to bulk payments</a> </li> <li> <a class="link" href="/banking-support/payments/cheques">Cheques</a> </li> <li> <a class="link" href="/banking-support/payments/confirmation-of-payee">Confirmation of Payee</a> </li> <li> <a class="link" href="/banking-support/payments/direct-debits">Direct Debits</a> </li> <li> <a class="link" href="/banking-support/payments/foreign-payments-and-currencies">Foreign payments and currencies</a> </li> <li> <a class="link" href="/banking-support/payments/payment-services">Payment services</a> </li> <li> <a class="link" href="/banking-support/payments/standing-orders">Standing orders</a> </li> <li> <a class="link" href="/banking-support/payments/using-your-card-abroad">Using your card abroad</a> </li> <li> <a class="link" href="/banking-support/payments/visa-debit-card">VISA Debit Card</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/literature-and-rates">Literature and rates</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Literature and rates <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Literature and rates </button> </li> <li> <a class="link" href="/banking-support/literature-and-rates/account-literature">Account literature</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/financial-crime-literature-updates">Financial crime literature updates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/interest-rates">Interest rates</a> </li> <li> <a class="link" href="/banking-support/literature-and-rates/statement-of-fees">Statement of Fees</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/banking-support/our-service">Our service</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Our service <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Our service </button> </li> <li> <a class="link" href="/banking-support/our-service/complaints">Complaints</a> </li> <li> <a class="link" href="/banking-support/our-service/foreign-account-tax-compliance-act-and-common-reporting-standard">Foreign Account Tax Compliance Act and Common Reporting Standard</a> </li> <li> <a class="link" href="/banking-support/our-service/open-banking-data-sharing">Open Banking data sharing</a> </li> <li> <a class="link" href="/banking-support/our-service/our-internet-banking-service">Our Internet Banking service</a> </li> <li> <a class="link" href="/banking-support/our-service/our-performance">Our performance</a> </li> <li> <a class="link" href="/banking-support/our-service/service-quality-information">Service Quality Information</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Financial wellbeing & support <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Financial wellbeing & support </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/financial-wellbeing-and-support/life-events">Life events</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Life events <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Life events </button> </li> <li> <a class="link" href="/financial-wellbeing-and-support/life-events/bereavement">Bereavement</a> </li> <li> <a class="link" href="/financial-wellbeing-and-support/life-events/power-of-attorney">Power of Attorney</a> </li> <li> <a class="link" href="/financial-wellbeing-and-support/life-events/will-writing">Will writing</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/financial-wellbeing-and-support/financial-worries-and-support">Financial worries and support</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Financial worries and support <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Financial worries and support </button> </li> <li> <a class="link" href="/financial-wellbeing-and-support/financial-worries-and-support/financial-abuse">Financial abuse</a> </li> <li> <a class="link" href="/financial-wellbeing-and-support/financial-worries-and-support/gambling-help">Gambling help</a> </li> <li> <a class="link" href="/financial-wellbeing-and-support/financial-worries-and-support/help-with-managing-your-money">Help with managing your money</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <p class="h5">Accessibilty support</p> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Accessibilty support <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Accessibilty support </button> </li> <li> <a class="link" href="/financial-wellbeing-and-support/accessible-banking">Accessible banking</a> </li> </ul> </div> </li> </ul> </div> </div> </li> <!-- Start primary navigation item --> <li class="site-header_primary-item site-header_item site-header--has-dropdown"> <button class="site-header_link link site-header_dropdown-toggle"> Fraud & Security Centre <i class="ca-chevron-down"></i> </button> <div class="site-header_dropdown"> <div class="site-header_dropdown-wrapper container-xxl"> <button class="site-header_dropdown-close d-none d-xl-flex"> <span>Close menu</span> <i class="ca-close"></i> </button> <ul class="site-header_dropdown-menu site-header--dropdown-grid list"> <li class="site-header_dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Fraud & Security Centre </button> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/fraud-and-security-centre/all-customers">All customers</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> All customers <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to All customers </button> </li> <li> <a class="link" href="/fraud-and-security-centre">Fraud & Security Centre</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/keeping-yourself-secure">Keeping yourself secure</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/latest-fraud-updates">Latest fraud updates</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/one-time-passcodes-otps">One Time Passcodes (OTPs)</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-reimbursing-authorised-push-payment-app-fraud">Our approach to reimbursing Authorised Push Payment (APP) fraud</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/our-approach-to-security">Our approach to security</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/take-five">Take Five</a> </li> <li> <a class="link" href="/fraud-and-security-centre/all-customers/your-personal-data-rights-explained">Your personal data rights explained</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/fraud-and-security-centre/personal-customers">Personal customers</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Personal customers <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Personal customers </button> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/cheques">Cheques</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/cryptocurrency-scams">Cryptocurrency scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/identify-theft">Identify theft</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/impersonation-scams">Impersonation scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/investment-scams">Investment scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/money-mules">Money mules</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/purchase-scams">Purchase scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/sim-swapping">Sim swapping</a> </li> <li> <a class="link" href="/fraud-and-security-centre/personal-customers/social-engineering">Social engineering</a> </li> </ul> </div> </li> <li class="site-header_dropdown-item"> <div class="site-header_dropdown-info d-none d-xl-block"> <a class="h5" href="/fraud-and-security-centre/business-customers">Business customers</a> <p></p> </div> <button class="site-header_sub-dropdown-open site-header_mobile-btn d-xl-none"> Business customers <span class="sr-only">mobile link</span> <i class="ca-chevron-down"></i> </button> <div class="site-header_sub-dropdown-links site-header_dropdown-links d-xl-block"> <ul class="list"> <li class="site-header_sub-dropdown-back navDropdownListItem navDropdownBack d-xl-none"> <button> <i class="ca-chevron-left"></i> Back to Business customers </button> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/cheques">Cheques</a> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/cryptocurrency-scams">Cryptocurrency scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/impersonation-scams">Impersonation scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/investment-scams">Investment scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/invoice-and-mandate-scams">Invoice and mandate scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/purchase-scams">Purchase scams</a> </li> <li> <a class="link" href="/fraud-and-security-centre/business-customers/social-engineering">Social engineering</a> </li> </ul> </div> </li> </ul> </div> </div> </li> </ul> </nav> <button class="site-header_search-open"> <span class="visually-hidden">Search</span> <i class="ca-search" aria-hidden="true"></i> </button> </div> <div class="site-header_search-overlay"> <div class="site-header_search-overlay-wrapper container-xxl"> <button class="site-header_search-close"> <span class="visually-hidden">Close</span> <i class="ca-close" aria-hidden="true"></i> </button> <form id="site-header_search" class="site-header_search d-xl-block" method="post" action="/umbraco/api/search/Search"> <div class="site-header_search-wrapper"> <label for="SearchTerm" class="sr-only">Mobile search</label> <input type="hidden" id="RootId" name="RootId" data-val="true" data-val-required="The Int32 field is required." value="1075" /> <input class="site-header_search-input" id="SearchTerm" name="SearchTerm" placeholder="Search" autocomplete="off"> <button class="site-header_search-button" type="submit" aria-label="Search site"> <i class="ca-search" aria-hidden="true"></i> </button> </div> <input name="__RequestVerificationToken" type="hidden" value="CfDJ8PQbmrZ53flEjT_iZ9RerjmdFweMAWBesZJsNWcIJLyW6z8Uvwc4J0f8iZ6yfCB2vdMZNKXnY77aL8huVGH-EPKIkYIs8fToa3sZ_pY60AHNkEUJY0sdalEOgnrxjIB1cZipNh1xrZmqtCXOjaXTmQs" /></form> </div> </div> </header> <main id="MainContent"> <div class="block-list_header"> <section class="hero-banner hero-banner--dark"> <picture class="hero-banner_image"> <source media="(min-width: 1400px)" srcset="/media/eiyb2osr/two-men-reviewing-documents.png?rxy=0.49405410904704,0.4361177267377744&width=1920&height=480&v=1da26d4dac8dcd0"> <source media="(min-width: 1304px)" srcset="/media/eiyb2osr/two-men-reviewing-documents.png?rxy=0.49405410904704,0.4361177267377744&width=1400&height=436&v=1da26d4dac8dcd0"> <source media="(min-width: 768px)" srcset="/media/eiyb2osr/two-men-reviewing-documents.png?rxy=0.49405410904704,0.4361177267377744&width=990&height=433&v=1da26d4dac8dcd0"> <source srcset="/media/eiyb2osr/two-men-reviewing-documents.png?rxy=0.49405410904704,0.4361177267377744&width=990&height=558&v=1da26d4dac8dcd0"> <img src="/media/eiyb2osr/two-men-reviewing-documents.png?rxy=0.49405410904704,0.4361177267377744&width=990&height=558&v=1da26d4dac8dcd0" alt="Two men reviewing documents"> </picture> <article class="hero-banner_content container-xxl"> <h1 class="hero-banner_title">Intermediaries</h1> <div class="hero-banner_intro"><p>Supporting your requirements, and in turn those of your clients.</p></div> </article> </section> </div> <nav class="breadcrumbs container-xxl py-4" aria-label="breadcrumb"> <ol class="breadcrumb"> <li class="breadcrumb-item"> <a href="/"> Home </a> </li> <li class="breadcrumb-item active" aria-current="page"> Intermediaries </li> </ol> </nav> <div class="block-list_body"> <div class="bg- pt-3 pb-5 px-3" data-ui-component="callToActionTextGroup"> <div class="container-xxl"> <div class="grid grid--3"> <article class="cta-text"> <h3 class="cta-text_header h4">How do we work with you?</h3> <div class="cta-text_copy"> <p>We work closely with professional advisers and financial intermediaries to support your requirements, and in turn those of your clients.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/how-do-we-work-with-you" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="How do we work with you?" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> <article class="cta-text"> <h3 class="cta-text_header h4">Literature for Professional Advisers</h3> <div class="cta-text_copy"> <p>Download useful literature for more information on specific products.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/literature-for-professional-advisers" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="Literature for Professional Advisers" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> <article class="cta-text"> <h3 class="cta-text_header h4">Intermediary Portal</h3> <div class="cta-text_copy"> <p>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.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/intermediary-portal" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="Intermediary Portal" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> <article class="cta-text"> <h3 class="cta-text_header h4">How to use our Intermediary Portal</h3> <div class="cta-text_copy"> <p>We have produced some 'How to' videos to assist you with some common tasks.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/how-to-use-our-intermediary-portal" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="How to use our Intermediary Portal" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> <article class="cta-text"> <h3 class="cta-text_header h4">How to apply for pension and trust accounts</h3> <div class="cta-text_copy"> <p>Register and log on to our Intermediary Account Opening Portal which offers online account opening for trust, SIPP and SSAS accounts.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/intermediary-account-opening-portal" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="How to apply for pension and trust accounts" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> <article class="cta-text"> <h3 class="cta-text_header h4">Apply for business and personal accounts</h3> <div class="cta-text_copy"> <p>View our FAQs supporting intermediaries applying online for business and personal accounts.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/online-applications-forms-frequently-asked-questions" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="Apply for business and personal accounts" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> <article class="cta-text"> <h3 class="cta-text_header h4">Consumer Duty</h3> <div class="cta-text_copy"> <p>Useful information and guidelines for Consumer Duty.</p> </div> <a class="cta-text_btn btn" href="/intermediaries/consumer-duty" data-ui-component="CallToActionTextGroup" data-ui-group="" data-ui-title="Consumer Duty" data-ui-link="Find out more" data-ui-style=""> Find out more </a> </article> </div> </div> </div> </div> <div class="block-list_footer"> </div> </main> <footer class="site-footer"> <div class="site-footer_wrapper py-5"> <div class="container-xxl"> <div class="grid grid--4 pt-5 pb-5"> <div class="site-footer_item"> <h2 class="h4 mb-3">Products</h2> <nav class="site-footer_nav" aria-label="Products navigation"> <ul class="list"> <li> <a class="site-footer_link link" href="/accounts/personal-banking">Personal Banking</a> </li> <li> <a class="site-footer_link link" href="/accounts/business-banking">Business Banking</a> </li> <li> <a class="site-footer_link link" href="/accounts/specialist-banking">Specialist Banking</a> </li> <li> <a class="site-footer_link link" href="/accounts/off-sale-products">Off Sale Products</a> </li> </ul> </nav> </div> <div class="site-footer_item"> <h2 class="h4 mb-3">Help and support</h2> <nav class="site-footer_nav" aria-label="Help and support navigation"> <ul class="list"> <li> <a class="site-footer_link link" href="/banking-support/literature-and-rates/account-literature">Account literature</a> </li> <li> <a class="site-footer_link link" href="/banking-support/payments/foreign-payments-and-currencies">Foreign payments and currencies</a> </li> <li> <a class="site-footer_link link" href="/fraud-and-security-centre">Fraud & Security Centre</a> </li> <li> <a class="site-footer_link link" href="/banking-support/literature-and-rates/interest-rates">Interest rates</a> </li> <li> <a class="site-footer_link link" href="/banking-support/our-service/our-internet-banking-service">Our Internet Banking service</a> </li> <li> <a class="site-footer_link link" href="/banking-support/payments/payment-services">Payment services</a> </li> </ul> </nav> </div> <div class="site-footer_item"> <h2 class="h4 mb-3">Get in touch</h2> <nav class="site-footer_nav" aria-label="Get in touch navigation"> <ul class="list"> <li> <a class="site-footer_link link" href="/contact-us">Contact us</a> </li> <li> <a class="site-footer_link link" href="/contact-us/existing-customers">Existing customers</a> </li> <li> <a class="site-footer_link link" href="/contact-us/new-customers">New customers</a> </li> <li> <a class="site-footer_link link" href="/contact-us/professional-advisers">Professional advisers</a> </li> <li> <a class="site-footer_link link" href="/contact-us/lost-and-stolen-cards">Lost and stolen cards</a> </li> </ul> </nav> </div> <div class="site-footer_item"> <h2 class="h4 mb-3">Additional information</h2> <nav class="site-footer_nav" aria-label="Additional information navigation"> <ul class="list"> <li> <a class="site-footer_link link" href="/legal/accessibility-and-technical-help">Accessibility and technical help</a> </li> <li> <a class="site-footer_link link" href="/legal/cookie-policy">Cookie policy</a> </li> <li> <a class="site-footer_link link" href="/legal/modern-slavery-statement">Modern Slavery Statement</a> </li> <li> <a class="site-footer_link link" href="/legal/privacy-notice">Privacy notice</a> </li> <li> <a class="site-footer_link link" href="/sitemap">Sitemap</a> </li> </ul> </nav> </div> </div> <div class="site-footer_smallprint py-lg-7 py-5"> <a href="https://www.fscs.org.uk/" target="_blank" title="Visit https://www.fscs.org.uk/ (opens in a new window)"> <img class="site-footer_fscs-logo" src="/dist/images/fscs.svg" height="104" width="95" alt="Logo for the Financial Services Compensation Scheme"/> </a> <div class="site-footer_smallprint-copy rich-text-editor"> <p class="callout">Copyright © 2025 Cater Allen Private Bank. All rights reserved</p> <p>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 <a href="https://www.fca.org.uk/register">www.fca.org.uk/register</a>. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. Calls may be recorded or monitored.</p> <p>Telephone <strong><a rel="noopener" href="tel:08000923300" target="_blank" title="Call 0800 092 3300">0800 092 3300</a>. caterallen.co.uk</strong></p> </div> </div> </div> </div> </footer> <button id="BackToTop" class="back-to-top"> <i class="ca-chevron-up"></i> <span class="visually-hidden">Back to top</span> </button> <!-- Modal --> <div class="modal fade" id="CookieSettings" tabindex="-1" aria-labelledby="CookieSettingsModalLabel" data-display="true" data-version="3" aria-hidden="true" data-bs-backdrop="static"> <div class="modal-dialog modal-dialog-centered modal-dialog-scrollable"> <!-- Cookie Settings Info --> <div class="modal-content cookie-settings_section collapse show" id="CookieSettingsInfo" data-bs-parent="#CookieSettings"> <div class="modal-header"> <h5 class="modal-title" id="CookieSettingsModalLabel">We use cookies to give you the best online experience</h5> </div> <div class="modal-body rich-text-editor"> <p>Essential cookies make this website work and are for your security.</p> <p>To help personalise and tailor content to you here and on other websites, we use optional cookies. We won't use these without your consent.</p> <p>Our <a href="/legal/cookie-policy?show=0" title="Go to our Cookie policy page" data-anchor="?show=0">Cookie Policy</a> is always available at the bottom of our homepage. You can change your preference settings by selecting '<strong>Manage my settings</strong>' at any time.</p> <p>You can manage your optional cookie preferences using the buttons below.</p> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" class="btn btn--light" data-bs-toggle="collapse" data-bs-target="#CookieSettingsManage">Manage my settings</button> <button type="button" id="btnCookieSettingsReject" class="btn">Reject all</button> <button type="button" id="btnCookieSettingsAccept" class="btn">Accept all</button> </div> </div> <!-- Cookie Settings Manage --> <div class="modal-content cookie-settings_section collapse" id="CookieSettingsManage" data-bs-parent="#CookieSettings"> <div class="modal-header"> <h5 class="modal-title" id="CookieSettingsModalLabel">Manage your cookies</h5> </div> <div class="modal-body rich-text-editor"> <div class="cookie-settings_categories"> <div class="cookie-settings_category"> <div class="cookie-settings_category-title">Essential</div> <div class="cookie-settings_category-toggle"> <span class="strictly-necessary">Always Allow</span> <input class="d-none" type="checkbox" role="switch" data-key="essential" checked> </div> <div class="cookie-settings_category-description">These cookies are always on and essential in enabling you to move around our websites securely.</div> </div> <div class="cookie-settings_category"> <div class="cookie-settings_category-title">Experience and insight</div> <div class="cookie-settings_category-toggle"> <label for="CookieSettingsCategory_experience"> <input type="checkbox" role="switch" data-key="experience" id="CookieSettingsCategory_experience" name="CookieSettingsCategory_experience" > </label> </div> <div class="cookie-settings_category-description">These cookies help us to understand how people use our website so that we can make them easier for everyone to use.</div> </div> <div class="cookie-settings_category"> <div class="cookie-settings_category-title">Marketing</div> <div class="cookie-settings_category-toggle"> <label for="CookieSettingsCategory_marketing"> <input type="checkbox" role="switch" data-key="marketing" id="CookieSettingsCategory_marketing" name="CookieSettingsCategory_marketing" > </label> </div> <div class="cookie-settings_category-description">These cookies let us send you information about our products and services that might be helpful. Switching off these cookies means you could see adverts from us that are less relevant to you.</div> </div> </div> </div> <div class="modal-footer d-flex justify-content-between"> <button type="button" class="btn btn-secondary" data-bs-toggle="collapse" data-bs-target="#CookieSettingsInfo">Back to info</button> <button type="button" id="btnCookieSettingsSave" class="btn btn-primary">Save my settings</button> </div> </div> </div> </div> </body> </html>