\n Minimum requested amount must be $100,000.00 or such greater amount as may be prescribed from time\n to time pursuant to 12 C.F.R. Section 1026.3(b) of Regulation Z issued by the Consumer Financial\n Protection Bureau as the minimum threshold necessary to qualify the Line of Credit as an exempt\n consumer credit transaction thereunder.\n
\n\n Minimum requested loan amount must be $150,000.00 or such greater amount as may be prescribed from time to\n time pursuant to\n 12 C.F.R. Section 1026.3(b) of Regulation Z issued by the Consumer Financial Protection Bureau as the minimum\n threshold\n necessary to qualify the Line of Credit as an exempt consumer credit transaction thereunder.\n The maximum loan amount is dependent on the Bank’s legal lending limit, per borrower.\n
\n\r\n Provide financial flexibility to your clients — even if you don't have a relationship with\r\n a bank, or the systems to manage risk. Now independent broker dealers, financial advisors\r\n and RIAs can utilize the Broadridge Wealth Lending Network to quickly present clients with\r\n cost-effective, right-fit lending options.\r\n
\r\n\r\n Security based lending (SBL) enables your clients to access an interest-only line of\r\n credit based on 50-95% of the value of eligible securities in their portfolio.1\r\n
\r\n\r\n Another liquidity option is the Insurance-Backed Line of Credit (IBLOC),\r\n an interest-only credit line which can provide your clients with up to 95% of the\r\n value of eligible whole life insurance policies at competitive rates and terms.2 - 4\r\n
\r\n\r\n Add value to your client services by offering lower cost funding with\r\n no added overhead for technology and no credit risk or capitalisation. Get started today!\r\n
\r\nPlease contact wealthlendingnetwork@broadridge.com to find out more.
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