Are You Looking To Borrow Against You Share Portfolio

Rather than tap into an existing stock portfolio, you can use credit as a valuable funding tool. This can be personal or company borrowing against your stock loan portfolio. Liquidating a great performing stock portfolio built up over time or other assets prematurely may compromise your long-term investment goals, so borrowing funds may be a better strategy to preserve your assets and take advantage of investment opportunities. If you are an investor with a reasonable sized stock portfolio there are stock loan lenders that can help you to be able to borrow against stock portfolio to help free up vital cash flow funding.

• Finance is available from £250,000 to loan against securities. Can finance lower lending amounts if shares are highly liquid and blue chip on major stock exchanges.
• Stock loan to value up to 55% loan to value for blue chip portfolios
• Alternative Investment Market (AIM) portfolios considered on highly liquid stocks
• Acceptable securities are blue chip shares on any exchange and highly liquid
• Loans can be drawn down in GBP Sterling, Euro & US Dollar
• Custody can remain with 3rd party
• Margin loan with recourse ( NON title transfer )
• Term Up To: 36 months ( early repayment allowed with full loan interests payable )
• Loan rates from : 5% pa fixed
• Interest servicing monthly after 1st year .

Raise funds without liquidating your share portfolio

Selling portfolio assets in order to access the liquidity you need may result in tax liabilities. With a Portfolio Loan you could take advantage of the freedom to access funds and to borrow against shares without selling your existing stock portfolio assets.

Convenient Access To Funds From Your Share Portfolio

The faster you can react, the better. You’ll receive a decision on your loan within days rather than weeks. Funds can be drawn down in sterling, US dollars, GBP or euros.

Simple transfers

If your assets are managed elsewhere, Portfolio lenders can help ensure a smooth transfer of your assets to help you release funds from your stock portfolio allowing you to borrow against securities.

Why Borrow Against Your Share Investment Portfolio

A share portfolio loan is a type of margin loan that lets investors borrow against their stock portfolio at a low interest rate. The idea is that the portfolio loan is collateralized by your stock positions from the portfolio lenders.