Case Study: EUR20m Stock Loan For HNW Company Director In France EUR20m Stock Loan For HNW Company Director In France Background: Client Profile: High-net-worth (HNW) individual based in France. Financial Position: Significant shareholding in a French listed oil manufacturing company with a market capitalization exceeding €500 million. Clients Position: Client held EUR15m of shares through a long term share purchase scheme and requested a 3 year stock loan. Financing Requirement: Approximately €5 million. Loan Terms: Non-recourse, single-stock loan at a fixed 4.25% interest per annum with a three-year term. Client's Objective: The HNW client, a stock holder in the French listedRead more →
