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Portfolio Ltd Co SPV (maximum 10 properties) Fixed to 31/08/2029

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  • Summary Back Copy 2

    These products are designed for portfolio landlords owning a maximum of 10 mortgaged lets within their portfolio. (If the applicants own 3 mortgaged lets or less, criteria will fit our Everyday or Ltd Co SPV BTL products available to view in our product category overview).


    Please note the following :-

    All background mortgaged properties can be held within the same Ltd Co SPV (this can be a mix of BTL or holiday lets) or in personal name.
    Any unencumbered properties and the applicant’s residential property are not included in the above criteria. Unencumbered properties held can be unlimited.


    These products are not available for Holiday Let enquiries.

    • Initial Rate, fixed to 31 August 2029

      6.89% fixed

    • Followed by our Buy To Let Standard Variable Rate (BTL SVR) for the rest of the term

      7.94% variable

    • The overall cost for comparison is

      8.1% APRC

    • Maximum Loan to Value

      75% including fees

    • Application Fee

      None

    • Product Fee - may be added to the loan

      £1,500

    • Early Repayment Charge

      3% up to 31/08/2027
      2% up to 31/08/2028
      1% up to 31/08/2029

  • Representative Example Back Copy 2

    A mortgage loan of £131,250 which will be payable over 25 years on an interest-only basis, initially on a fixed rate of 6.89% until 31/08/2029 and then on our Buy To Let Standard Variable Rate, currently 7.94%, for the remaining period would require 36 payments of £753.59 and 264 payments of £868.44.

    The total amount payable would be £389,760.40 made up of the loan amount plus interest (£256,397.40), a valuation fee (£340), a funds transfer fee (£25), a product fee (£1,500), solicitors fees (£148) and an exit fee (£100).

    The overall cost for comparison is 8.1% APRC representative.

  • Further Information Back Copy 2

    Fees
    Valuation fees and solicitor fees may be payable
    Other charges may be made in respect of mortgage services
    See our fees guide for more details

    Acceptable Credit Criteria
    This product accepts our BTL everyday credit criteria click here for details

    Early Repayment Charge (ERC)
    Early Repayment Charges as detailed below are payable on any lump sum or full redemption repaid over 10% of the capital balance.

    3% up to 31/08/2027
    2% up to 31/08/2028
    1%  up to 31/08/2029

    Overpayments
    During the early repayment charge period lump sum overpayments up to 10% of the capital balance per annum may be made without attracting an early repayment charge. Should the total of lump sum overpayments exceed 10% within this period, the excess will attract an early repayment charge.

    Once the early repayment charge period has ended overpayments can be made at any time.
    If an overpayment of £500 or more is made, we will recalculate the monthly payment the following month.

    Affordability
    Enter the client's details into the affordability calculator and assessment below.

    BTL limited company affordability calculator and assessment form

    If your columns are red then please contact us as other product options may be available. Minimum income £25,000.

    Repayment
    This mortgage is available on a capital and interest repayment basis or interest only with a suitable repayment vehicle. Payments must be made monthly by direct debit.

    Age Limits
    The minimum age is 21 for all applicants. Maximum age to 90. Earned income considered up to age 75. Cases are considered on individual circumstances.

    Loan Size
    Minimum loan size £100,000.

    Maximum loan size £750,000 up to 75% LTV 

    Mortgage Term
    The maximum mortgage term is 40 years dependent on individual circumstances.

    Portability
    This product is not portable.

    Energy Performance Certificate (EPC)
    All BTL properties being mortgaged to the Society require an EPC rating of between A and E. The Society will not lend on properties with an EPC rating of F and G.

    Interest
    Interest is calculated daily on the balance outstanding and added to the account the following month.

  • These products are designed for portfolio landlords owning a maximum of 10 mortgaged lets within their portfolio. (If the applicants own 3 mortgaged lets or less, criteria will fit our Everyday or Ltd Co SPV BTL products available to view in our product category overview).


    Please note the following :-

    All background mortgaged properties can be held within the same Ltd Co SPV (this can be a mix of BTL or holiday lets) or in personal name.
    Any unencumbered properties and the applicant’s residential property are not included in the above criteria. Unencumbered properties held can be unlimited.


    These products are not available for Holiday Let enquiries.

    • Initial Rate, fixed to 31 August 2029

      6.89% fixed

    • Followed by our Buy To Let Standard Variable Rate (BTL SVR) for the rest of the term

      7.94% variable

    • The overall cost for comparison is

      8.1% APRC

    • Maximum Loan to Value

      75% including fees

    • Application Fee

      None

    • Product Fee - may be added to the loan

      £1,500

    • Early Repayment Charge

      3% up to 31/08/2027
      2% up to 31/08/2028
      1% up to 31/08/2029

  • A mortgage loan of £131,250 which will be payable over 25 years on an interest-only basis, initially on a fixed rate of 6.89% until 31/08/2029 and then on our Buy To Let Standard Variable Rate, currently 7.94%, for the remaining period would require 36 payments of £753.59 and 264 payments of £868.44.

    The total amount payable would be £389,760.40 made up of the loan amount plus interest (£256,397.40), a valuation fee (£340), a funds transfer fee (£25), a product fee (£1,500), solicitors fees (£148) and an exit fee (£100).

    The overall cost for comparison is 8.1% APRC representative.

  • Fees
    Valuation fees and solicitor fees may be payable
    Other charges may be made in respect of mortgage services
    See our fees guide for more details

    Acceptable Credit Criteria
    This product accepts our BTL everyday credit criteria click here for details

    Early Repayment Charge (ERC)
    Early Repayment Charges as detailed below are payable on any lump sum or full redemption repaid over 10% of the capital balance.

    3% up to 31/08/2027
    2% up to 31/08/2028
    1%  up to 31/08/2029

    Overpayments
    During the early repayment charge period lump sum overpayments up to 10% of the capital balance per annum may be made without attracting an early repayment charge. Should the total of lump sum overpayments exceed 10% within this period, the excess will attract an early repayment charge.

    Once the early repayment charge period has ended overpayments can be made at any time.
    If an overpayment of £500 or more is made, we will recalculate the monthly payment the following month.

    Affordability
    Enter the client's details into the affordability calculator and assessment below.

    BTL limited company affordability calculator and assessment form

    If your columns are red then please contact us as other product options may be available. Minimum income £25,000.

    Repayment
    This mortgage is available on a capital and interest repayment basis or interest only with a suitable repayment vehicle. Payments must be made monthly by direct debit.

    Age Limits
    The minimum age is 21 for all applicants. Maximum age to 90. Earned income considered up to age 75. Cases are considered on individual circumstances.

    Loan Size
    Minimum loan size £100,000.

    Maximum loan size £750,000 up to 75% LTV 

    Mortgage Term
    The maximum mortgage term is 40 years dependent on individual circumstances.

    Portability
    This product is not portable.

    Energy Performance Certificate (EPC)
    All BTL properties being mortgaged to the Society require an EPC rating of between A and E. The Society will not lend on properties with an EPC rating of F and G.

    Interest
    Interest is calculated daily on the balance outstanding and added to the account the following month.

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