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.
-
Intermediary Portal - User access request
17 February 2022 (PDF, 112Kb)
-
Cash Hub Account Adviser Guide
17 February 2022 (PDF, 540Kb)
-
Anti-Bribery and Corruption Controls within Cater Allen Private Bank Fact Sheet
17 February 2022 (PDF, 173Kb)
-
Terms of Business for Intermediaries
17 February 2022 (PDF, 48Kb)
-
Interest rates sheet New
25 April 2022 (PDF, 33Kb)
-
Specialist Banking Brochure
17 February 2022 (PDF, 2Mb)