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Investment Lending Services
Loans Summary |
A handy reference to the key features of
TD Canada Trust Investment Loans
| Loan Programs |
Maximum
Loan |
Payment Options |
Income Requirement |
Collateral Diversification |
|
3 for 1 No Margin Call
Portfolio Fund Loans
Available for Portfolio Funds for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Fund partners |
$250,000 |
Interest Only**
or
Blended -
max. 30 yrs
| Not Applicable |
Portfolio Funds only |
100% No Margin Call
Portfolio Fund Loans
Available for Portfolio Funds with TD Mutual Funds* & our Segregated Fund partners |
$ 50,000 |
Interest Only**
or
Blended -
max. 30 yrs |
$60K ($75K joint) for ON/BC
$50K ($65K joint) elsewhere
Maximum 35% TDSR
|
Portfolio Funds only |
1 for 1 No Margin Call
Loans
Available for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Funds partners |
$250,000 |
Interest Only
or
Blended -
max. 30 yrs |
Not Applicable |
Portfolio Funds or
Max. 35% per Fund |
|
| Loan Programs |
Maximum
Loan |
Payment Options |
Income Requirement |
Collateral Diversification |
2 for 1 Loans
(Margined daily)
Available for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Funds partners |
$500,000
| Interest Only
or
Blended -
max. 30 yrs |
Not Applicable |
Not Applicable |
100% Loans
(Margined daily)
Available for all Approved 3rd Party Mutual Funds, TD Mutual Funds* & our Segregated Funds partners |
$250,000
|
Blended -
max. 20 yrs |
$60K ($75K joint) for ON/BC
$50K ($65K joint) elsewhere
Maximum 35% TDSR |
Portfolio Funds or
Max. 35% per Fund |
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For advisor use only.
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