From confidential enquiry to funding.
Five clear stages, a senior principal at every one of them, and your ownership of the position left undisturbed throughout.
A deliberately short, deliberately discreet path.
Each stage is designed to protect your confidentiality and your ownership while moving with the speed a serious holder expects.
Confidential enquiry
You share the high-level details — the ticker, the approximate size, and your objective. An NDA is available on request before anything is disclosed.
Indicative terms
A principal reviews the position and returns a preliminary structure and indicative LTV, typically within 2–3 business days.
Documentation
Loan, pledge, and custody agreements, with KYC and source-of-funds checks, reviewed by your Indonesian counsel.
Pledge & custody
Shares held in your own sub-account in book-entry form at KSEI/C-BEST; the lender's security arises from its rights over the account.
Funding & stewardship
Capital is released on agreed timelines, with one principal as your point of contact for the life of the loan.
Almost nothing to start a conversation.
An early conversation can stay entirely high-level. To frame an initial view, a principal needs only three things.
- 01The ticker or company. The IDX-listed counter you wish to borrow against.
- 02The approximate size. The value of the position you have in mind — a range is enough.
- 03Your objective. The use of proceeds and the tenor you are considering.
- 04Later: KYC. Standard identity and source-of-funds documentation, completed at the documentation stage.
- 05Later: counsel. Indonesian counsel of your choosing reviews the loan, pledge, and custody agreements.
- 06Throughout: discretion. Nothing is shared with third parties beyond what execution requires.
One principal, for the life of the loan.
The relationship does not end at funding — it begins there.
Once capital is released, the terms agreed at the outset govern the term: margin and top-up mechanics, the treatment of dividends and corporate actions, and the handling of renewal or early repayment are all documented before funding, so nothing is discovered mid-term.
A single principal remains your point of contact throughout — for questions on the position, for adjustments where the documentation allows, and for the orderly release of the pledge and return of the shares when the loan is repaid. To see the instrument in full, read the stock loans overview, or our guide on how to get a stock loan in Indonesia.
Begin at stage one — one message.
Share the high-level details of your position and a senior principal will reply — confidentially, usually within one business day.