Our Credit and Risk Framework

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Credit & Funding Structure

    • Volans operates as a non-bank, portfolio-secured lender under an Australian Financial Services Licence.

    • Volans is the lender of record and primary underwriter on every facility.

    • Clients contract directly with Volans — not with our funding partners.

    • We manage credit structuring, documentation, monitoring and margin end-to-end.

    • Our loan book is funded through a diversified panel of institutional banks.

    • Facilities are governed by clear, pre-agreed parameters around collateral, LVRs, concentration and margin.

    • We deliberately avoid reliance on any single funding provider.

    • Clients and platforms see one counterparty and one consistent set of credit rules.

    • All loans are screened, underwritten and approved by Volans.

    • Facilities must meet both funding partner criteria and Volans’ internal risk standards.

    • Ongoing compliance with risk settings is actively monitored.

    • Banks are exposed to a curated, monitored wholesale portfolio — not a distributed network.

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Underwriting, Collateral & Risk Management

    • Credit assessment considers counterparty structure and governance, portfolio composition and transaction purpose.

    • Portfolios are assessed for liquidity, concentration, volatility and diversification.

    • Each facility is documented with internal approvals suitable for audit and regulatory review.

    • Eligible collateral is limited to assets that can be reliably valued and monitored.

    • LVRs are set at both asset and portfolio level.

    • More liquid and diversified assets receive higher LVRs; concentrated or volatile assets are treated conservatively.

    • Risk settings are reviewed as market conditions change.

    • Collateral and LVRs are monitored on a regular basis.

    • Margin thresholds and cure periods are clearly defined in documentation.

    • Where required, action is taken in a predictable and orderly manner.

    • Our approach prioritises transparency and controlled outcomes.

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Governance Control & Compliance

    • Volans takes enforceable security over collateral in line with Australian law and, where relevant, foreign law.

    • Assets are held with recognised custodians or under account structures that provide effective control.

    • Clarity of title, segregation and enforceability are core design principles.

    • Volans maintains an AML/CTF program aligned with AUSTRAC requirements.

    • We apply risk-based KYC, sanctions and PEP screening across all clients and structures.

    • Ongoing monitoring and reporting processes are in place.

    • Structures lacking transparency or designed to evade compliance are not supported.

    • Volans operates under documented risk appetite statements and formal policies.

    • Board and risk oversight is supported by regular reporting across credit, collateral, margin and compliance metrics.

    • Our control environment is designed to be audit-ready and regulator-ready.

Volans works exclusively with wholesale and professional investors, typical clients include HNW/UHNW individuals, family investment entities, corporates, SMSFs and foundations that qualify as wholesale. Volans does not market too or onboard retail clients.