The Information We Require

The Intake Form
Why Do We Need This Information?

Our ultimate objective is to determine a customized solution that best meets your needs. Therefore, the FIRST step is to get a thorough understanding of you, as the holder of the security, and of the security you are looking to leverage and/or sell.

Now, to initiate either our stock loan program or our block trade program, simply apply online through our Intake Information Form. And, within 24 hours of contacting us, one of our agents will contact you to further discuss your request.

Some of the Key Intake Information Form Data

Trading Ticker Symbol

Primary Trading Exchange

# of Free Trading Shares

Purpose: Sell? Pledge? Repurchase?

Desired Lockup Terms

Stock Status