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Embedding The Offering


What do we need from you to make it work?

  • Daily access to portfolio data of lending clients  


  • An agreement that allows our loan agreements to override any customer T&Cs preventing assignment & agrees a process for security enforcement 

  • An operational or technical process that prevents client withdrawals/prevents other being granted security over portfolios we have a charge over 

  • Investment data of your portfolios & investment policies to understand volatility & liquidity and assign LTVs 

If you would like to find out more about how  embedding our offering could work for you, click here

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