If you would like any further information about our literature please contact our Executive Team on 0800 092 5500. The team can send you any additional literature which is relevant to you. They are available from 8.30am to 5.30pm, Monday to Friday. Calls may be recorded or monitored.
If you are interested in applying to introduce business to Cater Allen, please contact our Customer Engagement Team on 0800 032 7095 to discuss this. Lines are open 9.00am to 5.00pm, Monday to Friday.
Cash Hub Account Adviser Guide New
11 June 2018 (PDF, 538Kb)
Anti-Bribery and Corruption Controls within Cater Allen Private Bank Fact Sheet New
11 June 2018 (PDF, 173Kb)
Term Deposit Maturity Options Form New
30 July 2018 (PDF, 309Kb)
Terms of Business for Intermediaries New
30 July 2018 (PDF, 47Kb)
Intermediary Portal - User access request New
28 August 2019 (PDF, 58Kb)