Security Based Lending - The Equity Alternative
This type of lending is based on providing cash out loans on eligible securities, such as publicly free traded stocks, affiliate stocks,specific A rated bonds, options, mutual funds, t Notes, mtn's. Many of our loans are based on securities traded on global exchanges.
Much research has been proformed on our end to meet specific borrowers needs. This are just a few of the highlights we offer, and we realize every scenario is different. Please give us a call to learn review your needs.
PROGRAM HIGHLIGHTS
Below Market Interest Rates – fixed rates from 2.5% to 4.5%
High Loan Values – loan to security value ratios up to 90%
No Credit Reporting or background checks – nor is it reported to public records
Borrower Retains All Market Appreciation - borrower receives the benefit of any dividend or interest that the securities generate
NO personal liability for unpaid balances if a borrower defaults on a loan (Non Recourse) Only forfeiture of collateral shares pledged as collateral and No margin calls!! (Non Recourse)
Our stock loans can be easily obtained, allowing borrowers to convert their investments in "equity" into cash without having to sell their shares and incurring potential capital tax gains.
Loan Proceeds May Be Used For Any Purpose - personal, business, etc.
Eligible Securities Include - publicly traded stocks, bonds, options and mutual funds from global stock exchanges. If you hold non-ADR shares of foreign corporations listed and traded on select foreign stock exchanges in addition to the NYSE,AMEX,NASDAQ or OTC Bulletin Board exchanges
Flexible Terms at Loan Maturity - the borrower may renew the loan, refinance, extend the terms or pay off the loan
Prompt Response to Your Loan Inquiry - usually within one business day of receiving the security information. Funds can be deposited into the borrowers account in three to five business days once the contract is signed and the transfer takes place.
USING an experianced equities lending source with solid 3rd party vetting models and holding entities ensures confidentiality. You do not want a broker shopping your equities globally or speaking to a company that has one source of inconsistant funds.. Securities based loans are all about the contracts and details. This is why many of our clients just broker their securities loan deals to us.
For further information please contact
Dan Cassel directly at 858-204-6209
or email DCassel@CasselFinancial.com
Criteria: Stock must be free trading without restrictions.



