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Securities Based Lending***

(Stocks*, Bonds, Treasuries,  

T-Bills, CDs, Municipal Bonds,

OTC Bulletin Board Stocks,

Federal Treasury Strips,

Mutual Funds of any type,

Collateralized Mortgage Obligations "CMOs",

Corporate Bonds

- as well as any free-trading stocks or options, etc.)

 

$75,000 and up, NO LIMIT!

HIGHLIGHTS

 

  • Below Market Interest Rates – rates from 2.5% to 5.5%

  • High Loan Values – loan to security value ratios up to 95%

  • Non-Taxable event – as the securities are not sold

 

  • No Credit Reporting – nor is it reported to public records

 

  • Borrower Retains All Market Appreciation - borrower receives the benefit of any dividend or interest that the securities generate

  • Non-Recourse Loan – a loan with no personal liability

  • Loan Proceeds May Be Used For Any Purpose - personal, business, etc.

  • Flexible Terms at Loan Maturity - the borrower may renew the loan, refinance, extend the terms or pay off the loan  

3-5 Business Days Closing Available

For Expedited Approval (within 24 hrs), The Following Documentation Will Be Required:

1) Itemization of Securites Pledged for the Transaction (Stocks, Bonds, CDs, Treasuries , T-Bills, etc.)

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2) Copy of the Most Recent Portfolio Statement

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3) CUSIP#s and ISIN#s

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4) Screen Shots

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5) Signed Customer Information Statement ("CIS") or 1003 from Borrrower

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*Stock Portfolio Loans are available for stock traded on any public exchange.

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Please Submit Your Name, Number and Best Time You can be Contacted!

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Click Here For Securities Loan Quote Request Form

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Disclaimer: Sender is not a United States Securities Dealer or Broker or United States Investment Adviser. This email letter and any and all attachments and related documents are never considered to be a solicitation for any purpose in any form or content. Upon receipt of these documents you, as the Recipient, hereby acknowledge this Warning and Disclaimer.  These Confidential communications are protected under Gramm-Leach-Bailey Act 15 USC, Subchapter 1, sections 6801-6809 and other laws addressing the disclosure of Non-Public Personal Information. ***Information only for the loan component***