Fillable Portfolio landlord statement (Complete FS)

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Portfolio landlord statement (Complete FS)

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The Portfolio landlord statement (Complete FS) form is 4 pages long and contains:

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  • 24 check-boxes
  • 274 other fields

Country of origin: UK
File type: PDF

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Assets
This form relates to you and any property or business where you have or hold an interest. Where assets are jointly held, please asterisk (*). If you own any investment
properties please complete the schedule on the reverse of this form.
Liabilities
Applicant one
Title
First name(s)
Surname
Applicant two
Title
First name(s)
Surname
Assets
Main residence
address (if
owned)
Postcode
Personal eects
(inc. cars)
Total est. value
£
Bank and Building Society deposit accounts (including account
number(s)) and all other investments:
£
£
Business/investments/share holdings:
£
£
£
Mortgage(s) on main residence
Balance
Lender name
Account no.
Further advance
(purpose)
Balance
Lender name
Account no.
£
£
Credit card / hire purchase commitments Balance owed
Please use a separate sheet if required for additional information including other signicant assets.
£
£
£
£
£
£
£
£
Other Liabilities (eg. child maintenance) and details
£
£
Creditor
Creditor
Credit card
Credit card
Hire purchase
Hire purchase
Loan
Loan
Bank overdrafts
Limit
Portfolio landlord statement
Reference number
Application name(s)
Page 1 of 4
0345 241 3079
www.castletrust.co.uk
Address
Current
estimated
value
Outstanding
mortgage
Lender name
Monthly
mortgage
payment
Monthly
rental
Interest
rate
Type of
product
(xed, tracker,
variable etc)
Expiry date
of product
HMO
Tick if
yes
Monthly
property
expenditure
*see below
Totals
Page 2 of 4
Property schedule
* Monthly property expenditure, please total the monthly expenditure for each property including all costs such as: management and letting fees, council tax, service charges, insurance, repairs, rental voids,
utilities, gas and electrical safety certicates, licence fees, ground rent charged.
Sole Trader Partnership Limited Company SPV
Business name
Nature of business
Business address
How long has the business
been trading?
Business Structure
(please tick appropriate box)
If the business is an SPV has
this been set up solely for the
security properties or is any
other business conducted?
Please provide the SIC code
Please provide a summary of
the activites undertaken by
the business
Full breakdown of planned
use of funds being borrowed
Is the rms registered address in England or Wales?
NoYes
Page 3 of 4
Expected rental property expenditure
Monthly expenditure
property one
Monthly expenditure
property two
Monthly expenditure
property three
Management & letting fees
Council tax & service charges
Insurance
Repairs
Rental voids
Utilities
(gas, water, electric & other fuels)
Gas & electric certicates
License fees & ground rent charges
TOTAL RENTAL EXPENDITURE
£
£
£
£
£
£
£
£
£
If BTL expansion please complete the section below:
Post code
Property type
Number of
bedrooms
Property one
Post code
Property type
Number of
bedrooms
Property two
Post code
Property type
Number of
bedrooms
Property three
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
£
Page 4 of 4
M782_Portfolio_Landlord_Statement
Important information
Your property may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it.
Loans are subject to status, terms and conditions.
This communication is for information purposes only. If you are in any doubt regarding suitability of our products please seek advice
from an accredited independent mortgage adviser.
Castle Trust, PO Box 6966, Basingstoke, RG24 4XF
|
Tel: 0345 241 3079
|
www.castletrust.co.uk
Castle Trust is the trading name of Castle Trust Capital plc (Company no. 07454474). Castle Trust Capital plc is registered in England and Wales. Registered oce:
10 N o rw i c h S t r ee t , Lo n d on E C 4A 1 B D. C a st l e Tr u s t C a p it a l p l c i s a u t h o r i s e d a n d r e g u l a t e d b y t h e F i n a n c i a l C o n d u c t A u t ho r i ty .
Please provide three years trading gures,
including a projection for the current year
If this is a new business venture please provide a
description of businesses you have run previously
Year ending Annual turnover Prot
£ £
£ £
£ £
£ £
Has the applicant or company previously been linked to any
dissolved companies
If yes please provide full details
NoYes
Please sign below to conrm that the answers to the questions set out above are complete and true and I understand that you will be
relying on these in making your decision on whether or not to lend.
Signature
Date
Signature
Date
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Portfolio landlord statement (Complete FS)

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Completed 5 April 2021

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