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SIX Stock Loans in Switzerland

Stock loans (securities-backed financing) against shares listed on SIX Swiss Exchange (SIX) — for family offices, founders and controlling shareholders.

01 · Process
How it works

From enquiry to funding.

StageWhat happensTiming
01Confidential enquiryThe holding and the objective, shared under NDA through a secure channel.Day one
02Indicative termsStructure, sizing and indicative pricing returned against the position.1–2 days
03Structuring & documentationKYC, share and market review; terms formalised under institutional documentation alongside your counsel.1–2 weeks
04Custody & fundingPledged shares held at a qualified custodian; collateral secured and proceeds released.On completion
02 · The Market
United Kingdom & Europe

About SIX Swiss Exchange.

SIX Swiss Exchange is the principal cash-equity venue of Switzerland. Founded in 1850 (Geneva trading; consolidated 1996), it operates under the oversight of Eidgenössische Finanzmarktaufsicht (FINMA), and its leading benchmarks are SMI, SLI, SPI. Listing standards are set out in the SIX Listing Rules; Federal Act on Financial Market Infrastructures (FinMIA / FMIA).

SIX at a glance:

Listed venueSIX Swiss Exchange (SIX)
RegulatorEidgenössische Finanzmarktaufsicht (FINMA)
CurrencyCHF
SettlementT+2
Disclosure threshold3%
Principal indicesSMI, SLI, SPI

The principal Swiss equities venue, home to a concentrated set of large-capitalisation pharmaceutical, food, and financial issuers. Swiss confidentiality norms and a granular disclosure regime make it a structurally favourable market for institutional collateralisation.

On SIX specifically, eligibility turns on where the name sits in the market’s liquidity. SMI and SLI constituents — the large pharmaceutical, food and financial issuers that dominate Swiss turnover — carry the free float and daily volume that support a higher loan-to-value; broader SPI names are financed on their own merits, and Sparks-listed SME and thinly traded small-caps are taken more selectively. The market’s granular disclosure regime and Swiss confidentiality norms make SIX a structurally favourable venue for institutional collateralisation, provided the Article 120 thresholds are respected.

03 · Eligibility
For Institutional Positions

What qualifies on SIX.

SIX ranks among the deepest equity pools anywhere; eligibility turns on the stock itself — its free float, daily traded volume, and how concentrated the line is.

For any given SIX position, our review looks at: free float and daily traded volume against the size of the transaction; your status (controlling shareholder, director, substantial shareholder) and the disclosure that follows; the issuer’s sector and listing segment; and what the transaction must do (LTV, tenor, currency, recourse, custody).

04 · Disclosure
FINMA

Framework cited on SIX.

The principal regulatory reference on SIX is FMIA Art. 120. How it applies to any single transaction — reporting levels, step thresholds — turns on the underlying rules and national-law overlays, which we map against your contemplated transaction at the structuring stage alongside the counsel you appoint.

The citations above are public regulatory references, given for orientation only and not as legal advice. Take independent legal advice in the relevant jurisdiction for any specific transaction.

See the full process →

05 · FAQ
SIX · Stock Loans

What holders ask about SIX.

01Which SIX-listed shares qualify for a stock loan?
As a rule, the more liquid the name, the cleaner the facility. SMI and SLI constituents support the highest loan-to-value; broader SPI and Sparks-listed small-caps are taken case by case. We quote indicative terms only after reviewing the specific line — its free float, daily turnover, and any lock-up or disclosure position under Article 120 FMIA.
02How much can I borrow against a SIX-listed holding?
The loan-to-value is set to the specific holding — free float, daily traded volume, volatility, and your regulatory standing. We quote indicative ratios only after reviewing the actual SIX position.
03Which SIX segments can I borrow against?
We look at each case across the segments SIX Swiss Exchange runs: Main Standard; International Reporting Standard; Standard for Investment Companies; Sparks (SME). Higher tiers are usually simpler to structure, as free float and liquidity are deeper.
04What currency can the facility be drawn in?
The default is CHF, the listing currency. Cross-currency structures are common and readily arranged.
05What is the settlement cycle on SIX?
Equities listed on SIX Swiss Exchange generally settle on T+2. We align the pledge and the drawdown mechanics to that cycle.
06What is the disclosure threshold on SIX?
The principal level is 3%, under FMIA Art. 120. Crossing it triggers a notification; we map the exact thresholds to your holding.
07How long does a SIX stock loan take to arrange?
Indicative terms within one to two business days of an enquiry, with documentation and funding usually inside about three weeks, depending on custody onboarding and the size of the line.
06 · Other Venues
Switzerland

Other venues.

United Kingdom · Europe (Euronext) · Germany · Italy · Spain · Sweden

Switzerland overview →

A particular SIX holding to talk through?

Send a confidential enquiry, and a senior principal will reply within one business day.