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Intermediary referral needed

KYD&Co

KYD&Co Posts: 41 Forumite

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1 July 2024 at 4:05PM in Budgeting & bank accounts

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 Cater Allen do not publish lists of who their intermediaries are.

Thank you

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sheramber Posts: 21,704 Forumite

1 July 2024 at 7:32PM edited 1 July 2024 at 7:33PM

https://trustsdiscussionforum.co.uk/t/uk-banks-who-will-open-trust-accounts/20288

See answers

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