Description
Use publicly traded shares as collateral to secure loans, maintaining equity ownership while unlocking liquidity.
Why It’s Important
Equity portfolios often hold significant value, but accessing this capital can mean forced sales. With our loans, you can retain your shares and still access liquidity.
Qualifications
- Accredited investors with shares listed on major exchanges like NASDAQ or NYSE.
How it Works
- Schedule a call here to discuss your funding goals.
- Submit brokerage statements and proof of ownership.
- Complete compliance checks (KYC, AML).
- Finalize the loan agreement and disbursement.
Essential Documentation For Us to Get Started
- Brokerage statements and portfolio reports.
- Proof of ownership and trading history.
Fees
2% of the total loan value for processing.
Commission to brokers
1.5% of the loan value.
Timelines
60-90 business days.
Ready to Grow Without Compromise?
You don’t have to give up equity to scale. You don’t have to wait months for a bank to decide.
Legal & Compliance Statement
We do not:
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Issue, sell, or broker securities
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Provide loans or collective investment schemes
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Accept or manage client funds
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Offer regulated financial products or guarantee funding outcomes
This program is:
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Designed strictly for accredited, sophisticated, and self-directed parties
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Advisory and educational in nature, helping clients prepare for potential engagement with independent third-party financial institutions
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Subject to thorough due diligence, documentation review, and compliance under Swiss AMLA and international KYC/AML standards
Important notes:
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Participation involves risk, and outcomes vary.
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This page is for informational purposes only and does not constitute an offer or solicitation of financial products.
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Clients are strongly advised to seek independent legal and financial advice before proceeding.