Private Bank Account

The Private Bank Account is our flagship Account.

The Cater Allen Private Bank Account offers the very best of Cater Allen’s first class banking service. We place importance on providing an exemplary level of service and our Private Bank Account takes this to a higher level whilst also offering many exclusive benefits.

As our Private Bank Account is an exclusive account, it is only available to clients who are able to hold a minimum £100,000 with Cater Allen Private Bank, across savings and/or structured products. The minimum opening deposit is £5,000 per account. No interest is paid on accounts with balances below £100,000 (please note that the total deposits across all accounts needs to be a minimum of £100,000).

Please see the Private Bank Account Fact Sheet and Personal Terms and Conditions for more information.

Interest rates are variable, please see current available interest rates.

How to apply

It is vital that every client, whether applying for a Cater Allen account directly with us or via a Financial Adviser or intermediary, fully understands the Account, the interest rates and the relevant Terms and Conditions before submitting the application.

Checklist

All clients must:

Each application will usually be processed within 5 days of us receiving it as long as the application is completed correctly and accompanied by all required documents.

Please note, application forms posted to Cater Allen which are incorrect or incomplete will be automatically returned. If you need assistance when completing a form we are happy to help; please call us on 0800 092 3300 or contact your relationship manager. Calls may be recorded or monitored.

Literature and Downloads

We have created a handy document collation tool, which will allow you to gather all relevant account information into one single downloadable pack. This application pack can then be emailed directly to you or your client, by completing the simple online send form.