Low Fixed-Interest, Non-Recourse, Non-Transfer-of-Title Securities-Based Loans
Z.Z. Financing: International Liquidity Solutions for Owners of Publicly-Traded Securities (YouTube)
Z.Z. Financing provides International Financing and Liquidity Solutions for the Trade, Business, Investment, and/or Personal Needs of High Net-Worth (HNW) and Ultra-High Net-Worth (UHNW) Individuals, as well as Business Entities that own publicly-traded securities.
We are Private Lenders who deliver International Financing and Liquidity Solutions without need for Personal Guarantees: No Credit Checks, No Income Verification, No Co-Signers - The only thing that matters is the publicly-traded securities to be pledged as collateral to a mutually-agreed, neutral custodian brokerage account opened in the name of the Borrower where the securities remain safe and untouchable during the term of the Loan.
We specialize in non-recourse liquidity (loan finance) solutions via publicly traded securities pledged as collateral.
Instead of selling securities and thus incurring capital gains tax, one can access liquidity while retaining ownership: therefore keeping dividends and future appreciation — with a loan structure whose value decreases as one's portfolio grows. 1
1 SOURCE: A New Loan-Stock Financial Instrument (ResearchGate)
High-net-worth individuals, family offices, institutions, corporations, and senior executives increasingly use securities-backed advances to access TAX-FREE Capital Liquidity (i.e. because loans are not taxable income!) while maintaining ownership (i.e. continue to profit from dividends) and upside potential (i.e. future capital gains and increase in basis) — thus preserving wealth and minimizing taxable events: also known as the wealth preservation and tax-planning strategy, "Buy, Borrow, Die".
What this means:
We work directly with portfolio holders and also collaborate with advisors and wealth managers through referral compensation for successful client introductions.
If you, your firm, or your clients hold publicly traded securities, please contact us to discuss how you could benefit.
Our Stock-Based Loans have No Application Fees, No Upfront Fees, No Cancellation Fees, No Hidden Fees, No Fees Whatsoever, as well as No Obligation: You can cancel the Loan Application at any time (even after Loan Agreement has been signed and securities pledged to Custodian) before Funds are received with No Penalties Whatsoever.
Furthermore, with our Stock Loans there are No Margin Calls, No Loan Calls, as well as No Balloon Payments ever, and always Low Fixed-Interest according to current global interest rates (depending upon specific currency, exact loan terms, etc.).
Loans up to $1+ Billion (depending upon the exact value of your stocks to be pledged).
Quick Liquidity / Fast Funding available in ~2-3 weeks.