Securities and Wealth Management Finance Specialist
Providing Stock Loans for over 10 years
500 Fifth Ave
Melbourne Beach,Florida 32951
Ph: 321-557-4128
info@GlobalCapitalPartner.com
Free Trading Stock Loan
Global Capital Partners structures are innovative financial tools that provide significant liquidity without triggering capital gains taxes, protection during a market downturn, and meanwhile enable you to maintain beneficial ownership of your positions for long-term upside potential. Specifically designed for high net worth investors and recipients of employee stock options these structures are wealth building and wealth preservation strategies.
75% Stock Loan
The 75% stock loan is based on proprietary hedging models and tax-advantage structures developed over the past 15 years. This program enables you to receive 75% of the current market value of your stock portfolio without triggering a taxable event. Moreover, unlike traditional stock loans, the 75% stock loan also provides you with downside protection in the event the security declines in value; without any limit to your upside potential. 100,000.00 minimum portfolio value required per loan transaction.
Generate liquidity without triggering a taxable event:
A stock loan provides you with up to 75% of the current market value of your equity assets in cash. That's an incredibly high ratio of loan-to-value (the standard margin loan is limited to just 50% of your portfolio value). You do not have to sell your shares and trigger a tax liability (consult your tax attorney). In fact, depending on your individual tax situation, our structure may even enable you to generate more immediate cash than selling your position and paying applicable taxes.
| Solution | Description | Notes |
| Debt Restructuring Example |
Pay off, restructure, and/or manage existing debts by replacing them with a limited-recourse stock loan or custom securities solutions. | Our interest rates are very attractive starting at prime plus one |
| Diversification Loan Example |
Use our stock loan proceeds for virtually any legal investment other than the purchase of marginable securities. | Diversify- With our high loan to value and low interest rates you can be in two investments at one time. |
| Business expansion Example |
Loan proceeds can be used to merge, expand or purchase any legal U.S. Business | With tax free liquidity- you have more available cash on hand for your business |
| Real Estate Example |
Use our securities-based loan to increase your down-payment or to refinance. Use our stock loan to catch up on back payments. Own your real estate outright using limited recourse financing | Commercial real estate eligible |
| Pipe Replacement Example |
Instead of a conventional PIPE financing solution, publicly traded firms may consider a securities loan to obtain the funds faster, with more attractive terms | Requires participation of at least one major share holder. Some restrictions may apply |
| Stock Option Loan Example |
When you need to excercise your options we can help. Our "DVP" loan structure will enable you to excercise your options by providing the liquidity first. | Some limits on execution cost based on net portfolio value ratio |
| Margin Call-Rescue Example |
A margin stock position can be "converted" into a non- margin call structure by paying off the margin and restructuring at a higher loan to value | With our structure we can provide liquidity when needed. Fast closings!! |
With our stock loan structure you retain many of the advantages of stock ownership while gaining the benefits of using the equity you have built in your investment. Some of the advantages are:
Free Trading Profile
Immediate liquidity- Borrow up to 75% of the market value of your stock
Low interest rates- Interest rates stay at 1 point above the current prime lending rate at the time of closing
Choose Term-Choose a term between 3 and 5 years, with the option to extend as long as you are current
Monthly account summaries- Borrowers are kept current monthly, along with a monthly bill comes a statement
Dividend retention- Receive each and every dividend declared by your company without interruption
Retain the opportunity inherent in your equity assets
