Securities Backed Lending – Loans Against Stocks and Shares

Securities Backed Lending: Unlock Capital Using Shares for Personal or Business Financing

Securities backed lending is a flexible financing strategy that allows investors to borrow funds by using their investment portfolios as collateral. With a securities based line of credit, borrowers can access liquidity without selling their shares, making it ideal for funding business ventures, personal expenses, or real estate purchases. This lending model preserves asset ownership while offering fast, cost-effective capital.

What is Securities Backed Lending?

Securities backed lending allows individuals or businesses to borrow capital using publicly traded shares as collateral. This strategy offers fast access to liquidity without the need to sell investments, making it ideal for short-term financing, tax planning, or strategic purchases.

Benefits of Securities Backed Lending

One of the key advantages of securities backed lending is that it enables borrowers to retain full ownership of their shares while unlocking capital. This allows investors to maintain long-term positions in the market without liquidating assets to access cash. A loan against securities can also offer lower interest rates compared to traditional financing, making it a cost-effective option for high-net-worth individuals seeking liquidity without disrupting their investment strategy.

✅ Securities as Collateral – Key Benefits

• Retain full ownership of your investment portfolio while accessing capital

• Avoid selling securities to raise cash — preserve long-term market positions

• Ideal for long-term investors seeking non-disruptive liquidity

• Lower interest rates than traditional unsecured loans or credit facilities

• Cost-effective lending solution for high-net-worth borrowers

• Flexible loan terms and repayment options tailored to your financial strategy

• Use a securities based line of credit for:

  • Business expansion

  • Real estate purchases

  • High-value personal expenses

Benefits of Securities Based Lending

Securities based lending offers a strategic way for investors to unlock liquidity without selling their portfolios. By using stocks, bonds, or managed accounts as collateral, borrowers can access capital while maintaining their market exposure — positioning themselves to benefit from future asset growth.

This lending method is highly flexible. Borrowers can customize loan terms, interest rates, and draw schedules based on their financial goals. Compared to traditional bank loans, a securities backed loan typically offers faster approvals, lower interest rates, and more favorable repayment options — making it ideal for high-net-worth individuals and sophisticated investors.

Whether funding a business opportunity, acquiring property, or covering large personal expenses, a loan against securities provides a cost-effective and discreet alternative to selling assets. It’s a powerful tool for those who value liquidity, control, and long-term investment potential.

How Securities Backed Lending Works

Securities backed lending—also referred to as securities-based loans or security backed lines of credit—allows individuals and businesses to borrow capital using stocks, bonds, or other investment assets as collateral. This strategy enables borrowers to unlock liquidity without selling their securities, preserving long-term market positions and potential capital gains.

To begin, the borrower pledges eligible securities to the lender, who assesses the portfolio’s value, stability, and liquidity. Based on these factors, a loan-to-value (LTV) is determined, and a line of credit or term loan is issued—typically at a lower interest rate than traditional financing. These loans offer fast approvals and flexible drawdown options, making them ideal for high-net-worth individuals or businesses in need of timely access to capital.

Because the borrower retains ownership of the underlying assets, they continue to benefit from potential appreciation, dividends, and strategic positioning. However, it’s essential to understand the risks—such as margin calls or collateral volatility—and ensure terms are clearly defined. Engaging an experienced securities lending advisor can help tailor the loan structure to your financial goals and safeguard your portfolio.

Our Tailored Securities Based Lending Solutions

When it comes to finding the right financial solution for your needs, our tailored securities based lending solutions are designed to meet your specific requirements. A securities based loan allows you to leverage your investment portfolio to access liquidity without having to sell your assets. With competitive securities-based lending rates, you can take advantage of the value of your investments while retaining the potential for growth.

We understand that each client has unique financial goals and circumstances. That’s why our experienced team of professionals will work closely with you to create a customized securities-based lending solution that aligns with your objectives. Whether you need short-term liquidity or want to fund a specific project, our loan securities options can provide you with the flexibility and convenience you need. With our tailored approach, you can feel confident that your securities-based lending solution is optimized to suit your individual needs.

The Role of Collateral in Securities Based Lending

In securities based lending, collateral is the cornerstone of the transaction. Borrowers pledge assets such as stocks, bonds, ETFs, or mutual funds to secure a securities backed loan, allowing access to capital without selling their investments. This approach preserves the borrower’s market exposure while unlocking liquidity.

Using securities as collateral offers multiple advantages. The value of the pledged assets determines the loan-to-value ratio (LTV), loan size, and interest rate—often more competitive than personal loans or credit cards. A securities based line of credit also provides flexibility, enabling borrowers to fund home improvements, education, business opportunities.

Choosing the Right Securities for Your Loan

When considering a securities loan or security-backed lending, it is crucial to choose the right securities to use as collateral. The main advantage of using stocks as collateral is their liquidity and high market value. Blue-chip stocks from reputable companies are often preferred due to their stability and reliability. These stocks are considered less risky and may result in more favorable loan terms and interest rates. On the other hand, volatile stocks or those from companies with uncertain financial performance may not be suitable for loans against securities. It is important to carefully evaluate the risk associated with the chosen securities to ensure the loan remains manageable and secure.

In addition to blue-chip stocks, other eligible securities may include government or corporate bonds, mutual funds, exchange-traded funds (ETFs), and certain types of annuities. The type of security chosen will depend on various factors, such as the desired loan amount, loan-to-value ratio, and the nature of the underlying securities. Financial institutions offering securities-based lending will typically provide a list of approved securities, as well as guidelines for eligible collateral. Working closely with a financial advisor or loan specialist can help individuals make informed decisions and select the most appropriate securities for their loan needs.

Interest Rates and Terms in Securities-Based Lending

The interest rates and terms in securities-based lending differ from traditional loans due to the unique nature of borrowing against securities. When obtaining a line of credit against stocks or opting for a stock-backed loan or equity-backed loan, borrowers can benefit from competitive interest rates that are often lower than those of traditional options. These lower interest rates are typically a result of the collateral provided by the securities, which mitigates the lender’s risk.

In addition to favorable interest rates, borrowers also have the flexibility to choose from various loan terms in securities-based lending. The terms can be customized based on individual needs, allowing borrowers to align the repayment schedule with their financial goals. It’s important to note that the terms of the loan will depend on factors such as the value and type of securities being used as collateral, as well as the borrower’s creditworthiness. By understanding the interest rates and terms associated with borrowing securities, individuals can make informed decisions about leveraging their assets for financial growth and liquidity.

Tax Implications of Securities-Based Lending

When considering the tax implications of securities-based lending, it is essential to understand the potential impact on your financial situation. One key aspect to consider is the securities backed line of credit rates. These rates may vary depending on the lender and the type of assets that are used as collateral. It is crucial to assess the interest rates carefully to ensure that you can comfortably manage the payments and minimize any potential tax implications.

Another important factor to consider when it comes to tax implications is the distinction between stock-based loans and stock-based lines of credit (SBLOC). While both options provide access to liquidity using stocks as collateral, there may be differences in the tax treatment. It is crucial to consult with a tax professional who can guide you through the specific tax implications of each option and help you determine which one aligns with your financial goals. By understanding the tax implications of securities-based lending, you can make informed decisions that maximize your financial benefits while minimizing any potential tax consequences.

Understanding Loan-to-Value Ratios in Lending

Understanding loan-to-value (LTV) ratios is essential when considering borrowing against securities or obtaining a securities-based loan. LTV ratios determine the maximum amount that can be borrowed against the value of the securities being used as collateral. When availing of a securities-backed loan, banks typically require a certain LTV ratio to protect themselves from potential losses. This ratio is calculated by dividing the loan amount by the value of the securities. Different banks may have varying LTV requirements, so it is crucial to understand the specific LTV ratio set by the lending institution. In most cases, higher loan-to-value ratios may result in higher securities-based loan rates.

Borrowing against securities can be a strategic financial move, especially for high-net-worth individuals seeking liquidity options. When evaluating securities-backed loan rates, it is important to consider the LTV ratio established by the lender. A favorable LTV ratio can result in more competitive interest rates and more flexible loan terms. It is important to conduct thorough research and compare offerings from different financial institutions to ensure the most favorable rates and terms for your securities-backed loan. By understanding the relationship between LTV ratios and securities-based loan rates, individuals can make informed decisions when leveraging their assets for borrowing purposes.

Securities-Based Lending for High-Net-Worth Individuals

High-net-worth individuals often have complex financial portfolios that require tailored lending solutions. Securities-based lending provides these individuals with a unique opportunity to unlock the value of their investments while maintaining the flexibility and control they need.

One of the key benefits of securities-based lending for high-net-worth individuals is the ability to obtain a portfolio-based loan. Unlike traditional loans that are based on income and creditworthiness, securities-based lending allows borrowers to use their investment portfolios as collateral. This means that borrowers can access funds without selling their assets, potentially avoiding capital gains taxes and maintaining their long-term investment strategies. Additionally, securities-based loans offer competitive interest rates compared to other forms of credit, such as a brokerage line of credit or traditional mortgage. The interest rate on a securities loan is typically tied to a benchmark, such as LIBOR, and can be lower than the rates offered on other types of loans. This provides an attractive option for high-net-worth individuals who want to leverage their assets for additional liquidity without incurring high borrowing costs.

Leveraging Securities for Liquidity and Growth

Leveraging securities for liquidity and growth is a strategy that allows individuals to unlock the value of their investment portfolios. By borrowing money using stocks as collateral, investors can access funds without needing to liquidate their assets. This approach is particularly beneficial for those who want to maintain their stock positions while still having the flexibility to pursue other financial objectives.

With a loan based on stocks, individuals can secure attractive securities-backed lending rates that are often lower than conventional loan options. These rates are determined by factors such as the quality and diversification of the securities pledged as collateral, as well as the overall creditworthiness of the borrower. By borrowing against their share portfolio, investors can take advantage of the potential growth of their investments while putting the borrowed funds to work in other areas of their financial plan.

Overall, leveraging securities for liquidity and growth provides a powerful tool for investors seeking to expand their financial capabilities. Whether it’s for personal expenses, business ventures, or investment opportunities, this approach allows individuals to tap into the value of their portfolios without disrupting their long-term investment strategies. It’s a smart way to access capital while still participating in the potential upside of the stock market.

Our Expert Team in Securities-Based Lending

Understanding the complexities of securities-based lending requires the support of professionals who bring clarity, strategy, and financial expertise. Our team offers deep industry experience and specialized knowledge to help you make confident, well-informed decisions. Whether you’re evaluating a loan backed by stocks, comparing securities-based lending interest rates, or structuring a security-backed credit facility, we provide guidance tailored to your financial needs.

With years of hands-on experience, our advisors are skilled in developing customized lending solutions that align with your objectives. We work closely with high-net-worth individuals, investors, and business owners to structure efficient, tax-aware lending strategies using securities as collateral. From securities-backed mortgages to revolving lines of credit, our team focuses on flexibility, risk management, and long-term portfolio optimization.

By working with us, you gain access to the insight and resources needed to unlock the full potential of your investment portfolio—without interrupting your market exposure. Our client-first approach ensures every solution is aligned with your short- and long-term financial strategy.

Maximizing Your Portfolio with Securities Backed Lending

Securities-based lending offers a strategic way to unlock liquidity from your investment portfolio without the need to sell your assets. By leveraging eligible holdings such as stocks, bonds, or mutual funds, investors can access capital while continuing to benefit from potential market growth. This type of financing—often referred to as share-backed lending or collateralized portfolio lending—provides flexibility and efficiency for high-net-worth individuals and sophisticated investors.

Stock loan providers enable clients to monetize their portfolios to meet a range of financial objectives, from funding real estate purchases and expanding businesses to covering education or estate planning needs. Because the loan is secured by liquid assets, interest rates are typically more competitive than traditional borrowing options. Borrowers maintain ownership of their investments, preserving long-term strategies while gaining immediate access to capital. This approach makes securities-based lending a powerful tool for maximizing both liquidity and portfolio performance.

Securities Backed Lending vs. Traditional Loans

Securities-based lending provides a flexible alternative to traditional loan structures by allowing borrowers to use their investment portfolio as collateral instead of personal assets like real estate or vehicles. This form of financing is ideal for individuals with significant holdings in stocks, bonds, or mutual funds who wish to access liquidity without selling their assets.

Compared to traditional loans, securities-backed loans offer greater flexibility in both usage and structure. Borrowers typically face fewer restrictions on how the funds can be used, whether for investment opportunities, business expansion, or personal financial needs. Additionally, because the loan is secured by liquid securities, borrowers may qualify for higher amounts and more favorable terms.

The value of the loan is directly tied to the market value of the pledged assets, allowing for potentially larger credit lines and lower interest rates than unsecured borrowing. For high-net-worth individuals seeking efficient capital access while maintaining investment exposure, securities-based lending offers a streamlined and strategic solution.

Securities-Based Lending for Business Expansion

For business owners seeking capital to scale operations, acquire assets, or fund strategic growth, securities-based lending presents a flexible and cost-effective financing solution. By leveraging an existing investment portfolio, businesses can access liquidity without liquidating core holdings. This approach enables companies to unlock capital through securities-based borrowing, using eligible stocks, bonds, or funds as collateral to secure immediate financing.

Securities-based loans offer several advantages over traditional business loans. Borrowers retain full ownership of their portfolios, preserving long-term market exposure and avoiding the disruption of asset sales. These loans are often structured with competitive interest rates and flexible terms, making them financially attractive for expansion projects. In many cases, the interest paid on the loan may be tax-deductible when used for business purposes, further improving overall cost efficiency.

The Application Process: Getting Started

Applying for a securities-based loan is a streamlined process designed to provide quick access to capital using your existing investment portfolio as collateral. To begin, define your financial objectives—whether you’re seeking funds for business expansion, real estate investment, or personal liquidity. Once you’ve established your funding goals, gather the necessary documentation, which typically includes proof of identity, recent investment statements, and a completed loan application form.

It’s important to ensure all submitted information is accurate and complete, as this will expedite approval and reduce the chance of delays. Many lenders offering securities-based lending provide pre-qualification tools or consultative onboarding to assess portfolio eligibility and determine available loan-to-value ratios upfront.

Equally important is selecting the right lending partner. Work with a reputable institution that specializes in securities-backed loans and understands the complexities of portfolio-based financing. A lender with a proven track record and a dedicated team of experienced professionals can provide tailored solutions that align with your risk profile and financial goals. By working with an expert lending partner, you can move through the application process efficiently and secure financing that maximizes the value of your investment assets.

Managing Your Securities Backed Loan

Effective management of a securities-based loan is essential to maintaining financial stability and protecting your investment portfolio. Once the loan is in place, regularly monitoring the outstanding balance ensures you remain in control of your liquidity and repayment strategy. Understanding how much has been drawn and how repayment timing affects your broader financial position can help optimize the use of borrowed funds.

Equally important is tracking the market value of the securities pledged as collateral. Because the loan-to-value ratio is directly tied to asset performance, any significant fluctuation in portfolio value may impact your loan terms or trigger a margin call. Maintaining awareness of market movements allows you to take proactive steps—such as adjusting the collateral mix or repaying a portion of the loan—to mitigate risk and avoid breaching the lender’s required thresholds.

Contact Us for a Personalized Lending Consultation

If you’re exploring securities-based lending as a strategic way to access capital, our team is here to help. We offer tailored lending consultations designed for high-net-worth individuals, investors, and business owners looking to unlock liquidity from their portfolios without disrupting long-term investment plans.

During your consultation, our specialists will review your investment holdings, discuss your financial objectives, and identify the most suitable collateral for your loan. We take into account key factors such as portfolio composition, asset liquidity, and loan-to-value ratios to develop a lending structure aligned with your risk profile and cash flow needs. You’ll also receive clear guidance on loan terms, interest rates, and tax implications to ensure full transparency and informed decision-making.

Whether you’re seeking funds for business expansion, wealth planning, or personal financial goals, our experienced team will provide the insight and support you need to structure an effective lending solution. To begin, reach out today and schedule a one-on-one consultation with our experts.

Frequently Asked Questions

What is securities-based lending?

Securities-based lending is a financing strategy that allows individuals to borrow funds by using their investment securities as collateral, without having to sell them.

What are the benefits of securities-based lending?

It provides access to liquidity while preserving your portfolio, often offers lower interest rates than traditional loans, and supports long-term investment strategies.

How does securities-based lending work?

You pledge eligible securities as collateral, and the lender issues a loan based on a percentage of their value. You retain ownership and pay interest on the borrowed amount.

What tailored solutions do you offer?

We design customized lending strategies aligned with your financial goals, factoring in portfolio composition, risk tolerance, and liquidity needs.

What is the role of collateral?

Collateral refers to the investment assets used to secure the loan. Their market value and stability help determine loan limits and mitigate risk for the lender.

How do I choose the right securities for my loan?

Securities should be liquid, stable, and valuable. Our team helps evaluate and select assets that maximize your borrowing capacity while managing risk.

What are the interest rates and terms?

Rates and terms vary based on asset type, loan size, and borrower profile. We offer competitive rates and flexible structures tailored to your situation.

Are there tax implications?

Interest may not be tax-deductible, and selling securities to repay the loan may trigger capital gains tax. A tax advisor can provide guidance based on your use case.

What is the loan-to-value (LTV) ratio?

LTV is the percentage of the securities’ value that can be borrowed—typically 60% to 70%. It helps determine loan size and collateral requirements.

Is this suitable for high-net-worth individuals?

Yes. Securities-based lending is often used by high-net-worth clients to access liquidity for business, real estate, or investment opportunities.

How can I leverage securities for liquidity and growth?

You can borrow against your portfolio to fund new ventures or expenses while maintaining exposure to market gains and dividends.

How experienced is your team?

Our team brings deep expertise in structuring and managing securities-based loans, offering personalized guidance from start to finish.

Do you have examples of successful outcomes?

Yes. We offer case studies showcasing how clients have used securities-backed loans to achieve growth, manage liquidity, and fund strategic goals.

How do I maximize my portfolio with this strategy?

By using securities-backed lending to avoid asset liquidation, you can access capital while keeping your investment strategy intact.

How does this differ from a traditional loan?

Traditional loans often require real assets or income proof. Securities-based lending relies on portfolio value, offers faster access, and typically more favorable terms.

Can it be used for business expansion?

Yes. Many clients use securities-based lending to finance business growth, acquisitions, or working capital needs without disrupting their investments.

What is the application process?

It involves a consultation, portfolio review, documentation submission, and loan agreement. We guide you through each step of the process.

How do I manage my loan?

Monitor your portfolio’s market value, make timely interest payments, and maintain the required LTV. Our team supports ongoing loan management.

What are future trends in this space?

Expect more digital lending platforms, broader eligibility, and enhanced structuring options as the market matures and demand increases.

How can I schedule a consultation?

Contact us via [phone number] or [email address] to book a consultation. Our team will help structure a lending solution tailored to your needs.

Securities-Based Lending Criteria

We arrange securities-backed finance starting from £250,000, with flexibility for lower amounts on portfolios comprising highly liquid, blue-chip stocks listed on major global exchanges.

Key Lending Terms:

• Loan-to-Value (LTV): Up to 75% on qualifying blue-chip portfolios

• Eligible Securities:

  • Blue-chip shares on major global exchanges

  • Highly liquid equities (including AIM-listed stocks)

• Loan Currencies: RMB, GBP, EUR, and USD

• Custody Options: Custody may remain with a third-party institution

• Loan Structure: Margin loan with recourse (non-title transfer)

• Loan Term: Between 36 months to 5 years, with early repayment permitted

• Interest Rates: From 3% per annum, fixed

• Interest Servicing: Monthly or quarterly

Our stock loan facilities are designed to be discreet, flexible, and tailored to support the liquidity needs of high-net-worth individuals and investment firms seeking to retain portfolio exposure while accessing working capital.

Best Use Cases for Securities-Based Lending

Securities-based lending is ideal for high-net-worth individuals with portfolios exceeding $100,000—especially those holding appreciated assets they prefer not to sell. Common use cases include:

• Debt Consolidation: Use a stock-backed loan to pay off high-interest credit card or personal debt. With rates starting around 3% p.a., this option can significantly reduce borrowing costs.

• Car Financing: Borrow at lower rates than traditional auto loans by leveraging your securities.

• Home Improvement: Finance renovations or additions without liquidating your portfolio or applying for a second mortgage.

• Business Expansion or Acquisition: Access fast capital to grow or buy into ventures without disrupting investment strategy.

• Liquidity for Opportunities: Quickly tap into cash for new investments, real estate, or strategic purchases.

• Share Reinvestment: Borrow against your portfolio to acquire more shares if you expect market growth (note: higher risk, potentially higher return).

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Key Benefits of Securities-Based Lending

• Flexible and Fast Access to Capital: Receive funding in as little as 3 to 7 days with minimal documentation.

• No Disruption to Investment Strategy: Continue to hold and benefit from your securities’ market growth and dividends.

• Global Liquidity: Loans available in GBP, USD, EUR, and RMB.

• No Application Fees: Easy setup with no upfront charges.

• Portfolio Diversification: Borrow to reinvest and expand your portfolio’s scope.

• Dedicated Lending Support: Ongoing management by experienced relationship managers.

• Strategic Leverage: Amplify returns in a rising market (with full transparency of the associated risks).

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Understanding the Lending Process

1. Submit Inquiry: Provide stock symbols and desired loan amount.

2. Viability Review: We assess the stock’s liquidity, volatility, and long/short-term risk.

3. Term Sheet Issued: Outlines LTV, rates, and key conditions.

4. Negotiation and Approval: Terms finalized; documentation prepared.

5. Custody Arrangements: Securities remain with a third party; the lender holds a lien.

6. Funding: Capital is delivered, typically within 3–7 days.

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Loan Structure Summary

• Minimum Loan Amount: £250,000 (flexible for highly liquid blue-chip stocks)

• Accepted Securities: Blue-chip shares on major exchanges, AIM-listed stocks

• Loan-to-Value (LTV): Up to 65%

• Loan Type: Margin loan with recourse (non-title transfer)

• Currencies: GBP, EUR, USD, RMB

• Terms: 36 months to 5 years

• Rates: From 3% p.a., fixed

• Interest Servicing: Monthly or quarterly

• Early Repayment: Permitted

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Important Risk Considerations

• Leveraging your portfolio amplifies both gains and losses.

• If asset values decline or LTV thresholds are breached, additional collateral may be required.

• Currency mismatch between collateral and loan can increase risk.

• Interest rates may exceed returns on investments.

• Tax implications vary—always consult a tax advisor.

HOW WE CAN HELP WITH YOUR SECURITIES-BASED LENDING

• You will instantly Gain access to Money & Liquidity fast, privately, easily and cheaply using your publicly traded stocks and securities.
• Ponder this…as an expert, we have helped people like you fulfil their financial goals.
• Get liquidity for any purpose using your securities, reduce concentrated risk exposure and solve complex puzzles to permit you to instantly achieve your life goals.
• Almost all Major Worldwide Stock Exchanges are accepted as well as borrowers from around the globe.
• Now you can PROTECT your stock portfolio and GET CASH with our non-recourse stock loan or other structures.
• We lend against securities free trading on most foreign exchanges, message us now to get solutions to your specific needs.
• Many clients wisely use our stock loans to invest in their business, to buy real estate, to buy luxury items, boats, cars, rare art etc. or just to have cash on hand.

 Major Benefits Of Securities-Based Lending

1) You are not personally liable for the loan if you choose the non-recourse portfolio lending option when taking a securities-backed loan.

2) You are not personally guaranteeing the loan, so you may not be required to disclose to others the details of the stock loan, for privacy many borrowers prefer this feature benefit.

3) You will have a clean personal balance sheet that leaves room for other refinancing and acquisition financing opportunities and can make borrowers more attractive to lenders.

4) Our stock portfolio lenders have no recourse against you  – They cannot go after you personally if the lender sustains a huge loss of money on your loan, The stock lender takes the loss and all the risk, you are not at risk of repaying any losses from a sudden collapse in the price of the securities pledged for your loan.

5) The lender’s loan structure provides access to you to ongoing sources of capital with other financial companies because their stock loan is non-recourse.

6) You can walk away from the loan, the day after the loan is funded and not be liable for any future interest payments or principal repayment with stock lending non-recourse loans.

7) Your personal Credit, financials, income, and tax returns do not come into consideration with a non-recourse loan.

8) In the case of a default, the lenders can only seize the collateral pledged for the loan and cannot go after any of your other personal assets.  You are safer with a non-recourse loan and have more options and security than with a recourse bank loan or a margin loan.

9) You do not have to disclose liability on financials, partners, or other financial lenders due to the fact that you are not obligated to pay back the loan and for you this may be a major benefit why you want this structure for privacy and so it does not impact your personal financial statement.

10) You have less risk and you do not have a forced obligation for a balloon payment so if in the future… you lack money then you can easily decide to walk where with a recourse balloon payment loan with a bank or brokerage you would be forced to pay it off risking all your other personal assets.

When you, as a borrower, take out a large recourse loan with a financial brokerage or bank you put everything you own at risk if the collateral collapses.  Our lender’s non-recourse loans are a huge benefit for you as you are able to enjoy all the benefits of a non-recourse loan while also offering you the benefits of realizing upside appreciation if your collateral increases in value.

We are not legal or tax advisors.  All 10 of these benefits are at the direction of your legal and tax advisors.  You should always consult your legal and tax advisor for specific advice on any loan considered.

International portfolio loans and global stock loans and share loans are offered for our global clients in North America, Asia, Europe Share Financing, the Middle East, Central America, South America and Africa. The above details on stock loans and secured loans available are a general overview. Please refer to terms in Stock Lending Term Sheets and  Stock Loan Closing documents for specific terms applicable to you.

THE SECURITIES PORTFOLIO LOAN LENDER YOU CAN TRUST

Our Specialty:

• Portfolio Loans and Securities Loans
  
• Providing you with portfolio stock loans for large-cap and small-cap stocks.
  
• Closing your loan quickly and efficiently.
  
• Helping you mitigate your portfolio risk through diversification.
• Providing you with liquidity.
  
• Offering flexible loan packages tailored to your individual needs.
  
• Securing competitive interest rates.
  
• Providing you with your personal account executive to walk you through the process.
  
• We speak to over 15 stock portfolio lenders on your behalf securing the best stock loans.
  
• We use private lenders which means you enjoy privacy and no releasing details of any loans you take.
  
• Never any upfront fees. You pay on the success of receiving the stock loan just before the disbursement of funds.

PUT OUR EXPERIENCE ON YOUR SIDE

Why Work With Platinum Global Securities-Based Loans

UNPARALLELED PROFESSIONALISM

Our professionalism is formed on a foundation of knowledge gained through our broad international presence and experience developed through our services in global stock and share financing markets.

PERFORMANCE AND BENCHMARKS

Our consultants and share portfolio advisors demonstrate a strong performance record in services for our ultra-high net-worth individuals and institutional clients, but they are never content to rely on that record. Rather, they have established that record as a benchmark that is to be met and exceeded in all advisory and management services for individuals and corporate entities.

A COMPLETE SLATE OF SERVICES NOT JUST STOCK PORTFOLIO LOANS AND LENDING

We provide the highest quality of services under the aegis of a single entity. Our full-service capabilities offer superior coordination of investment advice, execution, reporting, and administration with an optimum fee structure that reduces duplication and service conflicts.

NATIONAL AND INTERNATIONAL NETWORK

Our consultants and advisors maintain relationships with key opinion leaders in both global and private financial institutions in North America, Europe and throughout the countries of Southeast Asia. We have access to worldwide securities lending and worldwide stock loans with banks, family offices, ultra-high net worth individuals, private institutions and many more lenders at our disposal.

24/7 – 365 SERVICES AND SUPPORT

Modern global investment markets operate around the clock. Our clients receive continuous support from our consultants and advisors on an every day and all-times basis to verify the timely execution of transactions and administration of services.

CONFIDENTIALITY AND PRIVACY

Our advisors and consultants maintain strict independence that enables them to consider the client’s financial goals above all else. We adhere to the strictest financial and securities services regulations of professional financial regulatory bodies in the geographic markets and territories that we serve.

OUR INTERNATIONAL AND FINANCIAL NETWORK

Through our participation in multiple global debts and equity transactions, we have forged alliances with many of the top international investment houses, family offices, private lending institutions and private banks. These alliances give our advisors and consultants access to transactions and expertise that they can then use to deliver superior financial advice and asset management services.