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Investment Lending Services

3 for 1 No Margin Call Demand Loans1


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To increase their investment potential, your clients can access up to $300,000 with our 3 for 1 loan program. For example, a deposit of $50,000 will generate a loan of $150,000, maximizing the clients' total investment to $200,000. Security requirements for this loan program have been amended. See below for details.

Maximum loan:
  • $300,000
  • Up to 3 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
  • If loan to value ratio ever exceeds 135%, then blended principal and interest payments would begin based on a 20 year amortization
Deposit requirements:
  • Cash and/or unencumbered eligible Funds only
Income requirements:
  • No proof of income required

For advisor use only.