Which mutual and segregated fund units can be purchased with borrowed money?
B2B Trust currently lends on a majority of Canadian investment industry assets. We also regularly review the criteria that determine qualifying collateral for each of our loan types. Retail Venture Capital, Alternative Strategies and Miscellaneous (including Principal Protected Notes) do not qualify for any of our products. Please be aware that all funds must be valued in Canadian currency to be eligible. In the case of segregated funds, a Distribution Alliance agreement must also be in place with the life insurance company.
