Literature for Professional Advisers
If you'd like any information about any accounts that you are interested in opening for your clients, you can download application packs from within each account specific product page of this website.
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Intermediary Portal - User access request
10 May 2021 (PDF, 112Kb)
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Cash Hub Account Adviser Guide
01 August 2019 (PDF, 538Kb)
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Anti-Bribery and Corruption Controls within Cater Allen Private Bank Fact Sheet
11 June 2018 (PDF, 173Kb)
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Terms of Business for Intermediaries
16 July 2021 (PDF, 67Kb)
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Interest rates sheet
21 September 2021 (PDF, 753Kb)
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Specialist Banking Brochure
04 October 2021 (PDF, 2Mb)