Mutual Funds

Mutual Fund Loans we understand that in a squeeze you may need to leverage various assets. We can loan up to 50%LTV with interest rates as follows.

 

LMA Loan Balance Pricing

 

Rate*

 

APR*

$0 - $24,999

6.23313

6.31970

$25,000 - $99,999

5.73313

5.81276

$100,000 - $499,999

4.10813

4.16519

$500,000 - $999,999

3.85813

3.91172

$1,000,000 - $4,999,999

3.23313

3.27803

$5,000,000 - $9,999,999

2.73313

2.77109

$10,000,000+

2.48313

2.51762

*Applies to revolving line of credit only.

*Disclosure - Actual APR is subject to all transaction fees

 

Broad eligibility.

We'll also do our best to get you quotes for every loan variant for which you as a client securities owner are eligible: We are pleased to be able to say that today we can deliver a stock loan or structured securities finance term sheet for virtually any marketable securities instrument. We accept free-trading stocks, bonds, mutual funds, federal securities (such as Treasury bills), stock options and many others. Quality, verified foreign stocks and bonds are acceptable as well. Larger portfolios and stronger stocks with public options receive our widest range of stock loan offers, but we make every effort to deliver attractive loan quotes to everyone from the smallest investor to the largest stock brokerage.

 

 

Forms

NCND

MRA

CLIENT DISCLOSURE

SCENERIO ANALYSIS

CONSULTING AGREEMENT

APPLICATION

 

 

Uses of Loan Management

Personal and Commercial real estate purchases


Luxury Purchases, Tax Payments, Education Costs, Medical Expenses

Weddings, Debt consolidation, Business start-up or expansion


Business acquisitions, Diversification for concentrated securities positions, Emergency expenses.

Press

Press Release
More Info


Press Release
Restricted Securities Financing - More Info


Helpful Links

U.S. Securities and Exchange Commisson

Bank Rates - LIBOR