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Investment Lending Services

1 for 1 No Margin Call Demand Loans1


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For a conservative approach to leveraging, your clients can access up to $250,000 with our 1 for 1 loan program. For example, a deposit of $50,000 will generate a loan of $50,000, doubling the clients' investment to $100,000. These loans are available for Mutual Funds or Segregated Funds.

Maximum loan:
  • $250,000
  • Up to 1 times the deposit
Eligible Funds:
3rd party Mutual Fund loan programs:

All approved Mutual Funds, from any eligible Fund family (up to 100%):


Stand alone Mutual Fund loan programs:

All approved Mutual Funds, from each of the eligible Fund families (up to 100%):


Stand alone Segregated Fund loan programs:

All approved Segregated Funds, from each of the eligible Fund families (up to 100%):

Payment Options:
  • Interest only
  • Blended payments - up to 30-year amortization
Deposit requirements:
  • Cash and/or unencumbered eligible Mutual or Segregated Funds
Income requirements:
  • No proof of income required

For advisor use only.

1 Loans are repayable on demand. Loans may be demanded even if there is no default under the Loan & Security Agreement and even if all margin requirements have been met.