Securities

Repurchase Transactions

Securities repurchase transactions involve the investor's sale of a large block of stock with a simultaneous commitment by Jakob Fugger to resell the securities back to the investor at a later date for a specific price. We utilize our longstanding relationships with international securities trading firms to provide assurances to investors that their securities will be available for resale to them on the designated date.

To further eliminate any uncertainties, all transfers in a securities repurchase transaction are conducted electronically on a delivery-versus payment basis. Investors pay a defined repurchase premium on that date as consideration for those assurances, and that premium will affect the total return that the investor realizes.

An investor might consider participating in a securities repurchase transaction when he or she is willing and able to transfer full legal and equitable title to the securities to Jakob Fugger until the repurchase date, at which time the full legal and equitable title is transferred back to the investor. We take no position and make no recommendations regarding the benefits or adverse consequences of that title transfer, and direct investors to determine those benefits and consequences for themselves within the context of their asset environment.     

Jakob Fugger is a _________________ company. We are providing this and other information on a broad range of investment topics on this page for the benefit and edification of our actual and prospective clients. This information is not intended to be and should not be treated as legal, investment, accounting, or tax advice and is for informational purposes only. Individuals who access this Website should under no circumstances rely upon this information as a substitute for their own due diligence or for obtaining specific legal, accounting, or tax advice from their own professional advisors.

Nothing contained in or published on this Website is intended to be and individuals who access this Website should not construe anything herein as an offer, solicitation, or recommendation with respect to any investment transaction, product, or strategy. Past performance is no guarantee of future results. All material has been obtained from sources believed to be reliable, but its accuracy, completeness, and interpretation cannot be guaranteed.

Jakob Fugger operates strictly in accordance with the Securities Laws, Rules, and Regulations of the jurisdictions in which we conduct our business and operations. We do not offer all of the products and services referred to herein to all Users of this Website or in all jurisdictions from which a User may access this Website. We do not maintain licenses to provide specific financial products or services and we have elected not to pursue any licensing that would interfere with or unduly restrict our primary business of originating, funding, and administering private loans to accredited investors that have the knowledge, experience, and resources to understand the benefits and risks of those loans. Certain of the products and services referred to on this and other pages may be offered through our affiliated or independent contract third-party service providers. If and to the extent that we refer to or link to third parties that offer products or services that require licensing, the user who accesses such third-party links has the sole responsibility to verify the validity of those licenses and the third party’s authority to offer products and services thereunder.
4300 N 1st St, San Jose
95134, California
United States