Intermediary use only
Page 1 of 2
Please note that personal guarantees will be required from all shareholders and directors.
Date
Quotation request - BTL Limited Company
Broker / Packager name
Your BDM
Broker / Packager email
Corporate Borrower
Security address
(Please complete a schedule A
when there is more than a single
property proposed as Security)
Security value
Required Castle Trust loan
amount
Product type
Loan term (years)
One Two Three Four Five
Section 1
If Second Charge, please state
outstanding rst charge balance
Section 2
Ltd Company registration
number
Please list the directors
Please list any
shareholders (including
corporate shareholders)
who are not directors
Internal use only - PF
Country of registration
If all individual asset values are below £1 million and you wish to purely obtain a rate indication, please complete Section 1
only. If any single asset value is over £1 million or you wish to apply for formal terms, please complete Section 1 and Section
2 fully. If you are applying for a Credit Recovery mortgage, you will also need to fill out the Credit Recovery enquiry form
available at www.castletrust.co.uk/creditrecovery.
Refurb to Let
Roll-up Term Serviced Term
A blend of rolled interest
and serviced interest
Roll-up Bridge Serviced Bridge
Name % of equity Nationality Residence
Name % of equity Nationality Residence
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Castle Trust | Belvedere House, Basing View, Basingstoke RG21 4HG | 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 Norwich Street, London EC4A 1BD. Castle Trust Capital plc is authorised and regulated by the Financial Conduct Authority.
M865_Quote_Request_BTL_Company
Important information
Loans are subject to status, terms and conditions. The customer must repay the loan by the end of the term. If the customer has not
repaid the loan by the end of its term and either does not have sucient savings or is not able to arrange another mortgage, then they
will need to sell their property. Property may be repossessed if the loan is not paid when due. This communication is for authorised
intermediaries only. This information has not been approved for use with customers and is not intended for public or customer use.
Intermediary use only
Does the company hold any assets other than the property being oered as security?
Would the Guarantors be willing to oer further property assets to Castle Trust as additional
collateral if necessary?
Is the registered purpose of this company exclusively to buy and hold property?
If no, what is the
registered purpose?
Will any director, shareholder or connected person reside in any of the property oered
as security?
If yes, please provide
details
Yes No
Yes No
Yes No
*If there is a supporting company structure document, please attach it to this form*
Yes No
Purpose of the Castle
Trust loan
Does your client want
the Express Service?
(Title insurance fee and £300 arrangement fee are required, see our website)
Yes No
Which lender will hold the
rst charge?
Mortgage type
Expiry date of xed or
tracker rate
Fixed Tracker Other
Term of mortgage remaining unexpired (years)
If second charge is requested, provide the third party lender rst charge details below
(please state)
Interest
rate
Monthly rental income
Security details
Optional additional
monthly payment
Number of bedrooms
Freehold Leasehold Years left on lease
Holiday Let HMO
Please indicate the applicable HMO type below
Student Let
Yes No
Detached Semi-detached Terraced Flat Studio Sqm
2
If studio
Number of lettable
rooms
Is the Security a purpose
built HMO?
Is the primary lender aware that
the Security is a HMO?
Will the Borrowers hold the relevant HMO licence upon completion?
Castle Trust will require verification via the conveyancing solicitor
Yes No
Any other information
that Castle Trust should
be aware of?
Yes No
Yes No
HMO details
How many kitchens at the Security? How many storeys does the Security have?
What is the client’s
repayment strategy?
First charge Second charge
Legal charge proposed