Our Process
Simple, reliable
The process is really straightforward. This service will do all the work for you.
Simply tell us a bit about what are looking to achieve below and we will get to work for you.
This service helps trustees & Charites find and open bank accounts with various partner banks, but it does not act as a bank itself or hold deposits in trust. Instead, it acts as an intermediary, streamlining the account opening process with multiple institutions through a single application process
How does it work?
This service helps trustees and Charities find and open bank accounts with various partner banks, but it does not act as a bank itself or hold deposits in trust. Instead, it acts as an intermediary, streamlining the account opening process with multiple institutions through a single application process.
We provide this service for a one off fee of £400 + VAT . We remain by your side to help you to ensure the rate of return is market leading and the cost of this is 0.4% per annum + VAT. This is a rolling annual fee based on the deposit amount into the savings service.
The one-off fee to open a Trustee Current Account through the Cascade service is £400 + VAT per trust. The annual fee for the savings service for Trust and Charity clients is 0.4% + VAT. This is a rolling annual fee based on the deposit amount into the savings service.
Click here for more info on our fees.
Our fees explained
The one-off fee to open a Trustee Current Account through the Cascade service is £400 + VAT per trust. The annual fee for the savings service for Trust and Charity clients is 0.4% + VAT. This is a rolling annual fee based on the deposit amount into the savings service.