Intermediary access to customer accounts will be in accordance with the existing mandate held by Cater Allen for those customer(s).
Cater Allen will need to hold a valid mobile number for you to be able to use the new Intermediary Portal. This will be used to generate a One Time Passcode (OTP) at first log in and each time a transaction is requested. OTP is a regulatory requirement to ensure stronger authentication around transactions.
How to access the Intermediary Portal
To get access to our Intermediary Portal, please fill in this form:
You can return your completed form by post to:
Cater Allen Operations
Sunderland
SR43 4FB