Alliance Trust : Adviser Centre

Cater Allen have recently updated their bank account opening mandate.

The new mandate must be used for all accounts opened within a SIPP from 1 August. For example, this may apply where Protected Rights are being transferred into a Full SIPP. From 1 August Cater Allen will no longer accept the old version of their mandate, therefore failure to use the new form may result in delays to the account being opened.

The new form is available in the adviser centre of our website and we have attached an example here.

If you have any queries please contact the Servicing Team on 01382 573600.