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Welcome to the Fortress Bond online application process

Please note: We’ll be performing systems maintenance and enhancements this weekend to ensure we continue to provide our customers with secure access to our products and services. Online services will be unavailable from Saturday 29th February 2020 from 8am until 6pm, please try logging in again after this time. Thank you for your patience.

Before you start, we'd like to point out that whilst you can apply for most Fortress Bonds online, there are some circumstances where you will need to apply by phone or by post. Please call our Helpline on (Freephone) 0808 164 5000 to apply by phone, or click here to download the appropriate application form(s) from our website, if any of the following scenarios apply:

  • You want to make an application in joint names
    Where a Fortress Bond application is to be made in joint names rather than a sole name
  • You would like to transfer an existing ISA from another ISA provider (these applications must be made by post)
    You can transfer the cash value of existing ISAs with other providers into a Fortress Bond
  • You wish to invest more than £100,000 (these applications must be made by post)
  • The person making the application is not the sole beneficial owner
    Fortress Bonds can be written for the benefit of another person, instead of (or in addition to) the person making the application
  • The application is to be written on behalf of another person under a Power of Attorney
  • You are resident for tax purposes in more than two countries

Please note that we are unable to accept applications by citizens of, or on behalf of citizens of the US, Australia, Canada, or Japan due to reporting requirements imposed by those countries. If you are an existing Castle Trust client and you become a citizen of one of those countries, you will need to inform us immediately.

Before you start your online application, please make sure you have the following to hand:

  • The details of the UK bank account, which must be held in your name, into which you would like your interest and the maturity value to be paid
  • Your debit card. For the payment to go through successfully there must be cleared funds in your account. We also suggest that if you are investing a significant sum, you may wish to contact your bank to advise them of the transaction as some banks may reject large payments without prior arrangement
  • Your National Insurance Number

Please note that we will validate your personal and bank details electronically, using a secure third-party service, as part of your application process

! Please correct the errors listed below

Income payments and returns at maturity are paid to you gross, so you'll need to determine whether you need to declare it in a self-assessment tax return (unless you have invested within an ISA). Tax treatment depends on your individual circumstances and may be subject to change.

*AER stands for Annual Equivalent Rate and illustrates what the interest rate would be if interest was paid and compounded once each year. This assumes that you invest on the first day of the Offer Period and receive your cashflows as per the contractual terms.