At CastleGate Financial we pride ourselves on being among the world’s leading suppliers of financial services and providing our partners with the tools and knowledge to ensure they have the competitive edge. As a CastleGate Financial partner you can be assured of the following:

  • Notes built for today’s market conditions.
  • Themed notes crafted to clients’ every need.
  • Simple and easy to understand factsheets.
  • A time efficient, simple and easy to use notes menu.
  • Support for you and your team in individual sales situations.
  • Regular updates on notes.
  • New product alerts and ideas.
  • Knowledge-sharing and training about structured products.
  • A note builder where a personal note can be built for individual clients with as little as $100,000.
  • Clients concerns are overcome by matching their needs and requirements no matter how difficult
  • Our partnerships with financial institutions ensures that no client can give you an unachievable request.
  • We are able to provide notes that can be built to outbid competitors quotes. Making sure you receive the best possible package for both
    your client and your company.