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Get Funded in 4 Easy Steps

Get Funded in 4 Easy Steps

1st Step

To get a loan, you need to have tradable stock that you are willing to put in a custodian account. This is the stock you already own, and it will be used as collateral for the loan.

2nd Step

You provide the stock information on the Free Term Sheet, and then I take it to my lender. The lender will assess the value of the stock the nature of the deal and the overall risk the lender is willing to take.

3rd Step

At this point, a term sheet may be provided to you for the loan. If you agree to the terms, an agreement is drawn up is signed. The shares will be placed into a custodian account under your name.

4th Step

Once the shares are in the account, the lender wires the funds to you. You are free to then use the funds for whatever you please. You can use it for investing in additional shares, purchase real estate, pay off debt, mortgage, buy a yacht, etc. Once the payments are all paid up, you get your stock back, or if you desire, you can repeat the process. Once again, any appreciation or dividends are yours to keep.

We can provide loans for your account or even for corporate accounts please contact us here to discuss your needs.

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