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Global

Single Stock Loan

Securities Finance

Product Details

  • Loan Size: $15,000,000
  • LTV: 50%
  • Interest Rates: 4.975%

While single stock portfolios are sometimes referred to be "high risk," this is not an uncommon stance, particularly for high-net-worth individuals. Single stock portfolios can form for a variety of reasons, the most prevalent being:

  • When wealthy individuals or families own and run one or more publicly listed businesses and much of their wealth is derived from this stock ownership\s.
  • Entrepreneurs set up a company that they go on to sell. They frequently keep a big portion of the company's shares.
  • Individuals work for lengthy periods of time in firms that provide workers with stock options or share schemes.

In principle, single stock loans are available to anyone who has accumulated significant wealth through single stock holdings. Lenders will evaluate borrowers in a variety of scenarios. How the single stock portfolio came to be is of little consequence to lenders, especially if there is a logical reason for it.

If you want capital, a single stock portfolio might be used as collateral. With a stellar reputation and track record delivering these highly complex transactions, Enness is one of the only brokers to operate in this part of the market.