Hilliard Lyons Private Banking

SBLOC Estimator*

STEP 1 Will this SBLOC be used to pay off or satisfy a non-purpose margin or securities backed loan held at another financial institution?**
STEP 2 Value Of Investment Portfolio
($75,000 minimum SBLOC line amount)
STEP 3 Calculate Using:
STEP 4 Enter amounts for each Asset Class/Type
Asset Class/Type Advance Rate Estimated

Please adjust the “Percentage” entries for the asset class/type categories so that the percentages sum to 100%.
Please adjust the "Amount in Dollars ($) From Investment Portfolio” entries for the asset class/type categories so that the amounts sum to equal the amount entered for the Value of the Portfolio.
Estimated Commitment Amount

For additional information please contact our experienced sales team at 877.743.4321 or SBLOCinquiry@thebancorp.com

Please remember that information sent to us via email is sent over a non-secure network. Do not include confidential personal information such as account numbers or Social Security Numbers in any non-secure communication.

*The SBLOC Estimator tool does not, in any way, represent an extension of a loan offer.
**A Securities Backed Line of Credit cannot be used to pay off a margin loan that was used to purchase securities.
***Some Asset Classes/Types may not be used as collateral, including: UIT's, private placements, hedge funds, bonds below investment grade, qualified assets, etc.
The Estimated Commitment Amount is equal to 95% of the total calculated value to account for market fluctuation.