This funding program was developed to provide lines of credit leveraging securities portfolios to a higher loan to value than a standard margin loan.
Your clients take advantage of the lowest possible interest rates and retain the security of maintaining full ownership of their securities. Their new credit line can then be used for most any legal purpose, other than the purchase of additional marginable securities.
Unlike conventional financing, the application and underwriting process is straightforward and quick. Your clients only need to submit a simple application along with their most current brokerage account statement and we will issue terms within 24-48 hours. Funds can be made available within 48-72 hours from the time their securities are placed into their new brokerage account.
Your clients will received a revolving line-of-credit and pay low interest only on what your clients use on their credit line. Your clients will have a choice of floating or fixed rates and your clients can lock in their rate at any time. Rates are as low as 2%, and your clients can obtain funding as high as 90% of the value of their securities.
Their securities remain in their name, and your clients can be approved with very limited documentation. This program is not based on their personal credit or their income, so your clients can get approved even with credit issues or no revenue for their business. There is no prepayment penalty, and your clients receive 100% of their portfolio appreciation. Plus foreign nationals are accepted into this program.
If your clients have securities they would like to use as leverage to obtain business funding, or if they are looking for one of the lowest interest rate lines-of-credit available today, this is an outstanding funding program for your clients.
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