Our programs offer liberal eligibility standards unparalleled for lending facilities of this type. That means that your clients will be more likely to obtain the financing that he/she requires. Your client's portfolio will be reviewed carefully, whether consisting of single or mixed securities; a term sheet and quote for one of several institutional stock loan or securities finance structures will follow. Later, in concert with their institutional account advisor, they'll fine tune the loan quote until it has achieved the terms and characteristics they require.
Clients will need to own securities with a current market value of no less than $120,000 at inception, which should be reflected in the account statement that they will provide at the outset. Securities with no current, active market and no trading history will not be eligible for this loan facility.
The loan-to-value (LTV) the program offers is typically superior to any that can be obtained directly or as a walk-in at major U.S. brokerage or banking institutions, since they benefit from the added asset value that the equity fund makes possible.
| Security Type |
Up to |
U.S. Treasury notes/bills |
95% LTV |
| Treasury strips |
92% LTV |
| Fannie Mae, Ginnie Mae CMO's |
90% LTV |
| U.S. stocks and selected non-U.S. stocks |
85% LTV |
| U.S. government agency bonds |
80% LTV |
| U.S. municipal bonds |
80% LTV |
| Corporate/Non-convertible bonds |
70% LTV |
| Foreign sovereign debt |
70% LTV |
| Convertible bonds |
50% LTV |
| Exchange-Traded Funds (ETFs) |
50% LTV |
| Unit Investment Trusts (UITs) |
50% LTV |
| Variable Rate Demand Obligations (VRDOs) |
50% LTV |
Please contact us for any questions.
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