Secure loans against your share portfolio, access liquidity, and retain your shares?

Overview


Unlock the value in your ASX listed shares portfolio with the Finexia's Securities Backed Lending solution.

Security-backed lending involves obtaining a loan by offering financial securities, such as listed stocks or bonds, as collateral. This allows borrowers to access funds without selling their investments. The loan amount is typically a percentage of the security's value, and if the borrower defaults, the lender can sell the securities to recover the loan amount. This type of lending offers liquidity while keeping the borrower's investment portfolio intact.

Who is Finexia's Securities Backed Lending for?


Senior Executives with Restricted Shares: Our solution is perfect for senior executives or company insiders who are restricted from selling shares in their companies. Unlock the equity in your share portfolio without having to sell your shares, thereby maintaining your investment positions and meeting any regulatory or company-imposed restrictions on share disposals.

 

Investors seeking a Liquidity Solution: For those needing to access cash without the hassle of liquidating their investment portfolio, Finexia’s Securities Backed Lending offers a quick and efficient solution. A quick turnaround (settlement within 5 days), a simple application process and an expansive universe of accepted collateral (ASX listed shares) makes the Finexia’s Securities Backed Lending the solution of choice for the smart investor.

Unrestricted Loan Purpose

With Finexia’s Securities Backed Lending, you’re not bound by how you can use the loan proceeds, giving you greater financial freedom.

Broad Range of Accepted Collateral
We accept a wider array of stocks and offer diverse Loan-to-Value Ratios (LVRs), catering to a wider range of investment strategies.
Swift Processing
At Finexia, we prioritise efficiency, ensuring fast processing of your loan.
Tailored Credit Assessment
Our credit evaluation is based exclusively on the quality of the collateral (ASX-listed) provided by your portfolio.
This content is provided for general informational purposes only. It does not consider your specific goals, financial status, or requirements. For advice tailored to your individual situation, please consult with a licensed or authorised financial advisor.

Finexia's Securities Backed Lending Solution

What sets Finexia Securities Backed Lending apart from a traditional margin loan?


Unrestricted
Loan Usage

With Finexia Securities Backed Lending, you’re not bound by limits on how you can use the loan, giving you greater financial freedom.

Tailored Credit
Assessment

Our credit evaluation is based on the quality of your ASX-listed collateral.

Swift Processing

At Finexia, we prioritise efficiency, ensuring rapid processing of your loan requirements.

Broad Acceptance Criteria

We accept a wider array of stocks and offer diverse Loan-to-Value Ratios (LVRs), catering to a broader range of investment strategies.

Competitive Pricing

Our pricing structure is designed to competitive and more flexible traditional Margin Lending facilities.

Obtaining loans or financing by using an existing investment portfolio as collateral. This can be particularly beneficial for investors who require liquidity but do not wish to liquidate their holdings in the market.

Why Finexia's Securities Backed Lending?


  • Unlock the value of your ASX listed shares without having to sell them. This can be especially beneficial for senior executives or company insiders who are restricted from selling their shares due to regulatory or company-imposed restrictions.
  • Get fast liquidity without having to liquidate your investment portfolio. This can be helpful if you need immediate access to cash for unexpected expenses or opportunities.
  • Enjoy a simple application process with a quick turnaround time. Finexia typically processes loan applications within 5 days.
  • Benefit from a tailored credit assessment that focuses on the liquidity and value of your ASX listed collateral. This means that you are not solely judged on your personal credit history.
  • Take advantage of competitive pricing that is designed to be competitive, and more flexible than, most traditional Margin Lending facilities.
  • Access a wider range of stocks and diverse Loan-to-Value Ratios (LVRs) to meet your specific investment needs.

Overall, the Finexia's Securities backed lending is a versatile and attractive option for investors who want to access the value of their ASX listed shares without having to sell them. It is particularly well-suited for senior executives, company insiders, and individuals who need fast liquidity.

Education


How to Apply


Simple Application Process

  1. Initial assessment of the proposed stock to be lodged as collateral and the indicative loan amount.
  2. Term Sheet provided outlining the specific loan facility being offered by Finexia. This will include a formal acceptance from you.
  3. Client Account application provided for you to complete and execute.
  4. Drawdown. Funds deposited to your nominated Bank Account.
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Finexia's Securities Backed Lending Documents:


Below are some documents that specifically relate to the Finexia Securities Backed Lending.

Finexia Documents:


Below are some documents that specifically relate to the Finexia and Security Backed lending.

Additional Information:

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Finexia provides general advice only. All advice is of a general nature only and must not in any way be construed or relied upon as legal, financial or personal advice. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any investor. The decision to invest or trade in financial products and the trading method selected is a personal decision and involves an inherent level of risk. You must undertake your own investigations and obtain independent advice in relation to the suitability of an investment in a financial product for your personal circumstances.

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