A. B. Nicholas Quote Request Form
Application for a LeverageLine stock loan quote. There is no charge for this quote.
Please fill out all of the information below. This form should be filled out only by the owner of the securities and the potential future signatory to the credit line. Third parties may not use this form. By submitting this form, you’re agreeing to a fee of one percent following the delivery of funds if you should choose to proceed with your financing. Also testing the information you’ve provided is true and correct by your signature below. Please note that all information is held in strictest confidence at all times and this information any uploaded documents, will be securely deleted once they have been reviewed for the purposes of this program.
The first question you will want to ask is this: Is your portfolio qualified?
View Stock Portfolio Requirements Here or use our Interactive Eligibiity Check tool to confirm your pre-approval for our LeverageLine program.
The only mandatory costs to you for this financing are interest on whatever amount you choose to borrow, and a one-time A. B. Nicholas fee for delivering your service, due only after completion of your financing as promised. The fee is a percentage the credit line we have been able to deliver to you, scaled by size. You are agreeing to this fee if and only if you choose to proceed with your financing and after your funds have been delivered to you,
(Note again that you may always terminate the loan process at any time prior to opening of your line of credit and owe us nothing; the ABN fee is due only if you not only choose to proceed with your financing, but also only after your funds have been delivered to your satisfaction. The ABN fee is a one-time fee.)
Need to attach more files? Please email us with attachments if you to send more than the form can handle.
Note please: ALL fields must be filled out for the application form to function properly (No blanks).