Client Sub Accounts (Update)

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.

If you are an existing user of the Client Sub Account Portal please email capbcet@caterallen.co.uk where a member of the Customer Engagement Team will make contact with you to discuss how you can register for the new Intermediary Portal.

Please contact us if we still don’t have your individual credentials setup and refer to our website for more information, here are some “How to” videos to support you.