Fillable Quotation request - Owner Occupier (Complete FS)

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Quotation request - Owner Occupier (Complete FS)

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The Quotation request - Owner Occupier (Complete FS) form is 2 pages long and contains:

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  • 50 check-boxes
  • 44 other fields

Country of origin: UK
File type: PDF

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Intermediary use only
Page 1 of 2
Date
Quotation request - Owner Occupier
Broker / Packager name
Your BDM
Broker / Packager email
Borrower(s)
Security address
(Please complete a schedule A
when there is more than a single
property proposed as Security)
Required Castle Trust
loan amount
Product type
Loan term (years)
One Two Three Four Five
Section 1
Security value
Section 2
Nationality
Internal use only - PF
Country of residence
Is the Borrower(s) a UK resident for tax purposes?
If yes, what is each
Borrower’s top rate of
Income Tax?
Yes No
Borrowers name Top tax rate
20% 40% 45%
20% 40% 45%
20% 40% 45%
20% 40% 45%
Tax status
Loan class
High Net Worth Status Business Purpose Exempt
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.
Roll-up Term Serviced Term
A blend of rolled interest
and serviced interest
Roll-up Bridge Serviced Bridge
Please state outstanding
rst charge balance
Page 2 of 2
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.
M777_Quote_Request_Owner_Occupier
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
Extra information for ESIS
Can the Borrower(s) provide a statutory High Net Worth statement signed by a qualied
accountant?
Will the Borrower(s) provide a signed High Net Worth declaration?
Does the Borrower(s) have the right to work and permanently reside in the United Kingdom?
If no, has the Borrower(s) resided in the United Kingdom for the last three years?
Are all Borrowers who appear on the mortgage deed included in our terms and ESIS?
Is this a face to face or non-face to face transaction?
Yes No
Yes No
Yes No
Yes No
Face to face Non face to face
Is the broker charging
a fee?
Yes No
Yes No
Borrower’s name Date of birth Borrower’s name Date of birth
If yes, please state the amount
Borrowers name Country of tax residence
If no, please list each
Borrower’s country of
tax residence
Monthly payment for
serviced product (HNW
only)
Number of bedrooms
Freehold Leasehold Years left on lease
Detached Semi-detached Terraced Flat Studio Sqm
2
If studio
Security details
What is the client’s
repayment strategy?
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)
Third party lender rst charge details below
(please state)
Interest
rate
Purpose of the Castle
Trust loan
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Quotation request - Owner Occupier (Complete FS)

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Completed 5 April 2021

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