Macquarie is the leading provider of tailored equity risk management and funding solutions to Australian investors. If you have clients who are experienced investors with specific investment needs, Macquarie's Tailored Equity Solutions team can offer solutions that are tailored to your clients' individual circumstances.
Using a combination of equity derivatives – call and put options – and a loan facility, Macquarie product specialists will work with you to tailor a solution around your clients' existing share investments, which allows them to maximise their potential returns from new investments. Your clients will have the benefit of wholesale option and loan prices usually only available to professional investors.
Whether your clients want to manage an existing holding, or are looking for a more flexible investment facility, Macquarie will ensure that your clients receive the best solution for their circumstances.
Benefits of Tailored Equity Solutions
Using Macquarie’s Tailored Equity Solutions ensures:
specialists design the solution to meet the individual needs or your client
the solution matches your client's view on their chosen shares
your client only pays for the protection and growth that they want
your clients won’t pay for “add-ons” they don’t require
wholesale pricing of options and loans on large share parcels
your client can choose from any ASX 200 company and blue chip international shares
Macquarie's Tailored Equity Collars ("TECs") protect the value of your clients' domestic and international share positions against share price falls, provide leveraged exposure to domestic and international equity markets, and provide access to a convenient loan facility.
Macquarie's Customised Market Investments ("CMIs") can be tailored to enable a wholesale client to link their return on funds invested to a wide range of asset classes and/or market sectors from around the world. It also offers the benefit of a nominated level of capital protection at maturity.
Zero Cost Collar Select
The Zero Cost Collar Select ("ZCC Select") Facility allows personal and SMSF investors to protect the value of their shares at maturity.
Other Tailored Solutions
If your clients' circumstances are not met by these solutions, Macquarie can suggest other option strategies that may deliver their desired outcome. You should contact the Macquarie Tailored Equity Solutions team directly.
Where we provide any advice on this webpage, it has been prepared by Macquarie Bank Limited ABN 46 008 583 542 (Macquarie) without considering your objectives, financial situation or needs. Before acting on any advice on this webpage, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this webpage.
This information is provided for the use of licensed financial advisers only.
In no circumstances is it to be used by a potential investor for the purposes of making a decision about a financial product or class of products.
This advice is not personal advice. This advice has been prepared without taking account of investors objectives, financial situation or needs.
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