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InvestmentPortfolioLoans--

simple steps

Eric Lieberman
561-282-6383


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Simple Steps

• Complete the Express Quote Form listing the names of securities, their stock symbol along with the number of shares
• Upon receipt, a loan proposal will be quickly drawn up to determine loan amount and interest rate
• A Term Sheet (Loan Commitment) is issued and if the terms are acceptable then the Pledge and Loan Agreement are forwarded for signatures
• A conference call is placed with the borrower to answer any questions and to insure the borrower understands the complete loan transaction
• Arrangements are made for the quick transfer of the securities
• Values will be verified and within days loan proceeds are transferred into the borrowers bank account.
• At the end of the loan term, the borrower may renew the loan, possibly refinance, or pay off the loan. Upon repayment of the loan the same securities originally pledged are returned to the borrower.

It's that simple!


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