Quick and simple access to funds without having to sell securities, while maintaining participation and appreciation of the investment portfolio. Receive access to an alternate source of funding for property finance or to finance your lifestyle needs. The loan is customised around your repayment, amount, time frame and collateral structures.
A key pillar to any wealth preservation strategy is diversification. Through the Securities Based Lending solution, you could further increase your shares portfolio that is unrelated to your main line of business, thus not only allowing you to use the power of gearing but also diversify your returns away from your main line of income.
Another benefit is the gearing of securities yet to be acquired with the loan proceeds for both local and offshore investments.
If utilised correctly the power of gearing provides higher returns on your share portfolio than if you were to not use the power of gearing. This will assist you with all upside potential accruing to your portfolio.
Securities Based Lending will provide you with a Wealth Manager or Fiduciary Specialist to help you identify and create your target share portfolio for potential gearing.
