We use cookies to give you the best online experience

Essential cookies make this website work and are for your security.

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.

Our Cookie Policy is always available at the bottom of our homepage. You can change your preference settings by selecting 'Manage my settings' at any time.

For more information, click here to visit our Cookie Policy page.

Manage your cookies

Essential
Always Allow
These cookies are always on and essential in enabling you to move around our websites securely.
Experience and insight
These cookies help us to understand how people use our website so that we can make them easier for everyone to use.
Marketing
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.
Login
Cater Allen Logo Cater Allen Logo
  • Contact us
  • News
  • Security Centre
  • Register for
    Internet Banking
  • Log in
Cater Allen Logo
  • Accounts
    • Personal Banking

      Banking options for personal customers, aiming to provide outstanding service.

      Personal Banking Personal Banking
      • Private Bank Account
      • Sterling Bank Account
      • Investment Account
      • US Dollar Bank Account
      • Euro Bank Account
      • Cash Hub Account
      • Personal Notice 35 Account
    • Business Banking

      A range of banking options for businesses, aiming to provide outstanding service.

      Business Banking Business Banking
      • Reserve Account
      • Business Notice 35 Account
    • Specialist Banking

      We offer a variety of banking options to meet the very specialist banking requirements of charities, trusts, executors, personal representatives, SSAS and SIPPs.

      Specialist Banking Specialist Banking
      • Solutions for Charities
      • Solutions for Pensions
      • Clubs and Associations
      • Executors and Personal Representatives
      • Solutions for Trusts
    • Off Sale Products

      Our products that are no longer on sale.

      Off Sale Products Off Sale Products
  • Intermediaries
    • How do we work with you?
    • Intermediary Portal
    • Intermediary Portal 'How to' videos
    • Literature for Professional Advisers
  • Support
    • Our Internet Banking Service
    • Open Banking Data Sharing with Third Party Providers
    • Our performance & availability
    • Service Quality Information
    • Payment services
    • Foreign payments and currencies
    • Visa Debit Card
    • Using your card abroad
    • Cheques
    • Security Centre
    • Financial crime updates
    • Switching your current account
    • Interest rates
    • Current account transaction history
    • Statement of Fees
    • Download literature & Stationery requests
    • Financial Services Compensation Scheme
    • Additional support with your banking
    • Standing orders
    • Direct Debits
  • About us
    • Standards and Regulations
    • Legal
    • Brexit and Cater Allen Private Bank
  • Contact us
  • News
  • Security Centre
  • Home
  • Intermediaries
  • Literature for Professional Advisers

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)

Products

  • Personal Banking
  • Business Banking
  • Specialist Banking

Help and Support

  • Contact Us
  • Sitemap
  • Security Centre
  • Internet Security
  • Cookie Policy
  • Privacy
  • Accessibility and Technical Help

Cater Allen

  • About Cater Allen
  • Modern Slavery Statement
FSCS Protected

Copyright © 2022 Cater Allen Private Bank. All rights reserved

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 www.fca.org.uk/register. Cater Allen Limited is part of the Santander group. Cater Allen and the flame logo are registered trademarks. Calls may be recorded or monitored. Telephone 0800 092 3300. www.caterallen.co.uk

Back to top