Securities Backed Financing
Alternate Text
Securities Backed Financing

Product Name

Securities Backed Financing

Financial Institution

PhillipCapital Group

Category

Asset-Backed

Needs

Liquidity, Leverage

Description:

Unlock the value of your investment channelling the cash flow to your needs. The acceptable securities include shares, unit trust, bonds, money market funds and other quoted instruments. Please get in touch with us for other quoted instruments.

It utilises the investments as collateral and is a form of a solution that can generate cash quickly at an affordable rate.

Those acceptable shares are listed in the POEMS - list of marginable stocks.

Benefits:

a) Access to liquidity while retaining all the beneficial economic ownership of pledged securities
b) Enjoy dividend retention and market appreciation of pledged securities
c) Fixed interest charge over the financing period
d) High loan to value ratio

Notes:

a) Holistic assessment of the AI's creditworthiness
b) First legal charge over pledged securities
c) Release of collateral upon full settlement of the financing