Investment loans | EquiNet Equitable Life's advisor site

Help clients boost their returns with a flexible loan or line of credit. A full non-registered, TFSA or RRSP contribution each year can be one of the best ways for clients to build a secure retirement. If clients are short on funds, an investment loan, line of credit or RRSP loan can help them stay on track.

B2B BANK
RRSP loans • B2B online loan application (EASE) • B2B RSP and TFSA loan calculator • B2B interest rates Non-registered and TFSA investment loans • B2B online loan application (EASE) • B2B investment loan calculator • B2B interest rates	More information • Investment loan application process • Loan application tips • Investment loan product brochure Investment loan facts • Minimum loans: $10,000 • 'Interest only' or 'interest + principal' payments • Call type: margin and non margin call options • Loan types: 100%, 3 for 1, 2 for 1, 1 for 1 loans

DUCA Financial Services Credit Union
Online applications and tools • DUCA Personal investment loan 3:1 loan application • DUCA Corporate 3:1 loan application Margin secured line of credit (MSLOC) • MSLOC – Personal application • MSLOC – Personal with corporate security application • MSLOC – Corporate application	More information • Investment loans at DUCA for clients • DUCA credit union lending arrangement • Quick reference guide 3:1 loans • Quick reference guide for MSLOC Investment loan facts • Only available in Ontario; servicing in English only • Minimum loans: $50,000 • Maximum with simple credit check: 3:1 loans - $1M; MSLOC - $250K • Maximum with detailed underwriting: 3:1 loans - $2M; MSLOC - $10M • 'Interest only' or 'interest + principal' payments

Borrowing money to purchase investment funds involves greater risk than a purchase using the investor’s own money. The acceptability of this risk will depend on the investor’s particular circumstances. Equitable does not act as lender on investment loans. With a collateral bank loan, the lender will be a third-party lending institution. Equitable does not guarantee availability of a loan from the third-party lending institution, loan minimums, qualification requirements, or other fees, terms, and conditions of the loan. These are determined solely by the lending institution and are subject to change. A collateral bank loan is not part of the life insurance or investment contract. B2B Bank and Duca Financial Services Credit Union are independent from Equitable. The materials and forms on this page are prepared and provided by non-Equitable organizations. Equitable encourages you to reach out to your Director, Investment Sales to discuss anything you read at the provided links.