Pledge of Shares

This facility is generally extended to companies or individuals on selective basis against pledge of tangible securities such as Shares. Such financing is supportive to secondary Capital Market concept. The facility is required to be adjusted periodically or within the period as specified in the Sanction Advice/DAC. Given that Stock Market in Pakistan is volatile, banks are required to refrain from extending loans to the market players who are engaged in speculations for short term “Gains”, which quite often they fail to make, consequently rendering the facility to non-performing ultimately.

POLICY

Advances against shares shall not be allowed to:

  • Take exposure against the security of shares/TFCs issued by them.

    Provide unsecured credit to finance subscription towards floatation of share capital and issue of TFCs.

    Take exposure against the non listed TFCs or the shares of companies not listed on the Stock Exchange(s).

    Take exposure on any limited company against the shares/TFCs of that company or its group companies.

    Take exposure against sponsor director’s shares (issued in their own name or in the name of their family members) of banks/DFIs.

    Take exposure on any one person (whether singly or together with other family members or companies owned and controlled by him or his family members) against shares of any commercial bank/DFI in excess of 5% of paid up capital of the share issuing bank/DFI.

    Take exposure against the shares/TFCs of listed companies that are not members of the Central Depository System.

    Take exposure against unsecured TFCs or non rated TFCs or TFCs rated below ‘BBB’ or equivalent.

    Unless otherwise adequately secured by other acceptable collaterals, Advance to finance “Subscription”, towards floatation of “Share Capital” of public limited company, is not allowed, under Credit Policy.

    Advances approved shall be within “Per Party Limit” (i.e, 30% of un-impaired equity of Bank for fund based and non fund based subject to condition that the maximum outstanding against fund based exposure doest not exceed 20% of Bank’s equity) and supported by positive CIB/DFIs confidential reports. Loans exceeding Rs. 500,000/- (Total Accommodation) shall not be more than 10 times of Borrowers’ Equity i.e. Capital and Reserves minus losses and 04 times in case of fund based facility, as disclosed in their balance sheets.

    Financing shall be allowed against shares registered in the name of “Borrower”, however in case the shares tendered for pledge are registered in the name of a “Third Party”, the letter of lien shall be signed by the Third Party and not by the Borrowers.

    Advances Department Head or RCAD shall conduct a monthly review of financing against shares and exercise vigilance over:-
  • Market Rates of pledged shares.
  • Their marketability.
  • Dividend/Bonus declarations etc.
MINIMUM MARGIN REQUIREMENTS

1. Exposure against Shares of Listed Companies shall be subject to minimum margin of 30% of their current market value as per prevalent Prudential Regulations, which may at the discretion of the Bank be set higher. However, in terms of the Prudential Regulations the Bank shall monitor the margin on at least weekly basis and shall take appropriate action for top-up and sell out, on the basis of approved Credit Policy and prior written authority from the borrower.

2. Exposure against TFCs rated “A” and above, by State Bank of Pakistan approved Credit Rating Agency, shall be subject to a minimum margin of 10%, while the exposure against TFCs rated “A-” and “BBB” shall be subject to a minimum margin of 20%.
 
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