How to apply
Our aim is to simplify the application process. Select your chosen method below and, if you have any questions about the application process, please call us on (Freephone) 0808 164 5000 between 9am and 5pm, Monday to Friday (excluding bank holidays).
Please note, we will be closed over the April bank holiday weekend from Friday 19 April to Monday 22 April inclusive, normal business hours will resume from 9am on Tuesday 23 April.
You can apply online through our investor portal (except for ISA Transfers, which are postal applications only).
This will allow you to:
- Make investments
- View investment history
- Contact us via secure messaging.
For additional support please call: (Freephone) 0808 164 5000
Apply by phone
If you would rather speak to someone by phone, or if you have any questions, please do not hesitate to call on (Freephone) 0808 164 5000, between 9am and 5pm Monday to Friday.
For those wishing to make an ISA transfer, please take a look at our “Apply by post” section as you may only make an application by post.
Apply by post
You can also apply by printing off the appropriate application form.
Once complete, please send your form, together with a cheque, to: Castle Trust, PO Box 6965, Basingstoke RG24 4XE
If you would like us to send application forms and product literature to you by post, please do not hesitate to call us on (Freephone) 0808 164 5000, between 9am and 5pm Monday to Friday.