Loans Against Shares
Listed shares with a minimum value of £2m
We are able to arrange secured loans against stocks and shares.
These shares need to be listed and have a minimum value of £2m.
Depending on the types of shares held our lenders can lend up to 70% of the value of those shares, however, most tend to be between 60% and 65%.
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Typical rates and fees are;
Lenders fees would be around 0.10% p.a. custody fee, plus transaction costs per trade which vary depending on the instrument, but for exchange-traded equities like a Nasdaq-listed firm, would be 0.20%. Tend to be traded through an Investment Counsellor and/or a dealing desk.
Typical interest rate Libor + 1.00-1.25%
Lender arrangement fee between 0.25-0.40%
Broker fees are the same as the lender arrangement fee for these types of facilities.
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