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Can my clients pledge funds from other fund companies as collateral for a Preferred Shareholder Credit Line or Loan?

April 26, 2017clients collateral companies credit fund funds line pledge shareholder

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Can my clients pledge funds from other fund companies as collateral for a Preferred Shareholder Credit Line or Loan?

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In some cases, clients can pledge fund shares held at another fund company. However, this type of loan is considered on a case-by-case basis and different terms and conditions may apply. To inquire, please call 1-800/704-1617.