KEEP YOUR SECURITIES IN YOUR OWN NAME AND TITLE NEVER SOLD OR TRADED, WITH TOP U.S. INSTITUTIONAL MANAGEMENT AND CLOSING IN 48 HOURS.
Our Premier Securities Loan is the culmination of over a decade of experience and direct input/feedback from our borrower. It is arguably the most secure and feature-rich financing for legitimate securities owners in the U.S. today.
Premier gives you the assurance that your securities remain safe at all time. AAA-rated OCC options and Standard U.S. government SIPC insurance common to all licensed brokerage accounts, all managed by one of the top institutional brokerages in the country (a well-known name with branches in the UK recently lauded as the most soundly managed institution of its kind throughout the Wall Street crisis.) Your securities remain in your name, title, and account at all times, and prepayment is permitted when you like, without penalty. These are nonrecourse loans, with no margin calls, the gold standard for lending facilities of this type.
Enjoy full upside growth of your portfolio while you tap it for up to
95% LTV and rates as low as 2.5%. A line-of-credit feature allows additional loan cash (at lender's discretion) should the portfolio rise signficantly in a sustained manner while it serves to guarantee the loan. Repayment is interest-only quarterly, although client is free to pay down all or part of principal at any time. There is no penalty for prepayment.Shares are never sold, traded, or touched in any manner; they remain accessible to you both physically and via electronic access. No swaps, no changes, no complex derivatives. A simple lien is placed on the securities and cash is deposited directly to your own account at the brokerage's bank.
We accept stocks, mutual funds, municipals, federal securities (T-bills, T-strips) and selected corporate bonds. A large, soundly managed ($10B) equity fund with no signficant mortgage exposure backs the entire program.
U.S. and U.K. collateral only accepted at this time. Must have full information on actual owner and collateral verification (account statement) and full (but confidential) due diligence is performed. No intermediaries please. No Bloomberg terminal screenshots with CUSIPs please. Ony actual account statements that we can call and verify at the holding institution in person if need be. Very strict compliance and screening -- Please, no bank guarantees, MTNs, gold, Eurobonds, or standby letters of credit. No foreign corporate bonds held in US/UK instituions. Please consult with your licensed tax advisor for guidance on any tax advantages to this program. Maximum size per transaction is $50M. Serious inquiries only.
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