Important changes for intermediaries

The changes we've been communicating to you over the last few months are now live for all customers. The main change is the new Intermediary Portal, with additional functionality for your convenience to allow you to manage your accounts more efficiently.

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Intermediary 'How to' videos

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

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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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Literature for Professional Advisers

Download useful literature for more information on specific products.

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Client Sub Accounts

As communicated previously this functionality is no longer available. As an alternative we invite you to use our new Intermediary Portal, the site has several new tools and features to help you manage your accounts with us, replacing our existing intermediary online channels, including the Sub Account Portal.

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Adviser log in

Log in to our Adviser Portal or register for access here.

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Brochure request

For any Cater Allen accounts that you are interested in opening for your clients, we will happily send printed packs of all the literature you need before submitting any applications.

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