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Intermediary referral needed
KYD&Co
Posts: 41 Forumite
I want a Trust account with Cater Allen, but have been told by them I need a referral from an intermediary approved/linked to them.
My solicitor who drew up the Trust documents cannot help as they are not a Cater Allen Intermediary.
Please can anyone suggest who might be able to help me? Cater Allen do not publish lists of who their intermediaries are.
My solicitor who drew up the Trust documents cannot help as they are not a Cater Allen Intermediary.
Please can anyone suggest who might be able to help me? Cater Allen do not publish lists of who their intermediaries are.
Thank you
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