Simple Steps

• Contact us using the form on the right, listing the names of the securities under ‘additional info’, their stock symbol along with the number of shares
• Upon receipt, a loan proposal will be quickly drawn up to determine loan amount and interest rate
• A Term Sheet (Loan Commitment) is issued and if the terms are acceptable then the Pledge and Loan Agreement are forward for signature
• A conference with the client will answer any questions and to insure the borrower understands the complete loan transaction
• Arrangements are made for the quick transfer of the securities
• Values will be verified and within days loan proceeds are transferred into the borrowers bank account.
• At the end of the loan term, you may renew the loan, possibly refinance, or pay off the loan. Upon repayment of the loan the same amount of pledged collateral are returned to the borrower.

It’s that simple!