Leverage through JDV lending
servcies Margin lending forms a critical component of the wealth management
industry. JDV offers Margin Lending administration services in an
outsourced capacity as well as fully integrated into online trading
platforms. If you currently offer or are considering offering a margin
lending service, JDV can perform all the back office administration
processing to help make your operations more efficient.
Our service
is extensive and accommodates:
Covered call options
Warrants
Protected lending
Fixed rate lending
Short sell capability
Residential security
Wraps
Instalment gearing
The JDV Margin Lending platform provides benefits to you and your
customers:
Margin Lending system is hosted and managed
by JDV and is easily accessed through the internet. Therefore you
have no additional hardware or software requirements if you already
access the internet.
Integrates with JDV Share trading
Comprehensive reporting
On demand reporting
Risk management full exception reporting
Management information systems
A complete suite of Margin
Lending back office services
Settlement
Sponsorship
Margin call management
Interest rate and security selection (LVR)
management
Customer maintenance
The platform can manage variable, prepaid, fixed
and protected loans, covered calls and instalment gearing
We accept multiple payment methods (Bpay, DDR,
PP)
Your clients can access their account details
through the internet
Provision of a wholesale client service line
open from 8am – 7pm (EST)
Branded call centre support for your customers
that is open 8am – 7pm (EST)
You retain ownership of your customer
JDV does not operate a retail brand in margin
lending so we do not compete with your business
For more information on JDV’s services, please call our business
development manager Ian Aspinall on 0418 943 409 or (08) 9268 2777,
or email ian_aspinall@jdv.com.
