Portfolio backed loans

A responsive product combining the benefits of a flexible lending policy with competitive interest rates.

Product details

Benefits

Instant access to funds to take advantage of other investment opportunities

Currencies

Available in most major currencies

Facility details

The facility encompasses both long term and short term (eg, settlement mismatches) borrowing requirements. The minimum amount available under this facility is GBP 100,000. As collateral we will require a charge over an investment portfolio preferably under our custodianship. The minimum margin required will depend upon the quality of the collateral

 

Charges

Interest

Charged at an interest rate linked to London Inter-Bank Offer Rate (LIBOR)

If the relevant LIBOR rate is 1% or less during the period in which the facility is in place, the rate payable will be 1% plus the agreed percentage above the LIBOR rate applicable to the facility. This means that the rate paid will never go below 1% plus the additional percentage rate of the interest rate margin. This is known as the rate floor

Arrangement fee

Negotiable

Transaction charges

Our normal securities transaction charges will also apply where the portfolio is under our custodianship - details are available

Examples of Margins

Portfolio of AAA bonds

111%

Portfolio of FTSE / Blue Chip equities

154%


If you would like to discuss how we can assist you further please contact us on

Tel: +44 (0)20 32077400 or email our team of advisers.