Types of Financing

Securities-Based Lending

Tagpoint Funding offers the nation’s only non-transfer of title Securities-based loans.

If you have a portfolio of securities, we can set up a line of credit of 70-90% of the value of the portfolio. This line of credit is utilized as a true line of credit and you may borrow as much or as little as you want. You can utilize the money for any purpose with no restrictions.

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You keep complete control of your portfolio.

Repayment is interest only, with no principal payments. The rates are very low and approval is guaranteed, regardless of personal credit. We can usually approve your loan within 3-5 business days with no credit checks. There is no sale of your stock. You receive all dividends.

Key features of Securities Based Lending include:

  • Revolving line of credit
  • Floating or fixed rates available
  • Current Interest Rates: 3-6% (variable only)
  • Loan to value up to 92%
  • Securities remain titled in client’s name
  • Limited documentation – Not credit or income based
  • No prepayment penalty • With variable rate
  • Dividends paid directly to client
  • Client receives 100% of portfolio appreciation
  • Wide range of eligible securities
  • Foreign nationals with foreign securities accepted

View The Full Program Here