How It Works

Volans provides investment-backed credit facilities that allow qualified investors to borrow against their existing portfolios — shares, ETFs, managed funds, bonds and cash balances.
Your assets remain invested and under custody, while you gain flexible access to liquidity to invest, build or diversify wealth.

When you establish a facility, your eligible portfolio is pledged as collateral. You can borrow up to an agreed percentage of its market value — the Loan-to-Value (LTV) ratio.
The ratio depends on the type and quality of assets held. As markets move, the value of your collateral changes. If it falls below the required level, a margin call may be issued, asking you to add collateral or reduce the loan balance. In rare cases of significant market declines, part of the portfolio may be sold to restore balance.

Who It’s For

These facilities are available exclusively to wholesale-accredited investors and licensed professionals who manage diversified, liquid portfolios and wish to maintain market exposure while accessing liquidity efficiently.

What Is a Wholesale Accredited Investor?

A wholesale investor is an individual or entity recognised under Australian regulation as having the experience and financial capacity to manage investment risk without retail protections.
There are several eligibility tests under the Corporations Act and requirements may vary depending on the product or facility. Investors should speak with their financial adviser or accountant to confirm their wholesale status before applying.

Eligible Collateral

  • Listed shares and ETFs

  • Managed funds

  • Investment-grade bonds and cash balances

  • Other approved marketable securities

Why Investors Use Volans

  • Maintain exposure while unlocking liquidity.

  • Fund new opportunities without selling assets.

  • Access liquidity across global investment markets.

  • Rapid execution, transparent terms and institutional custody.

  • Experience. Lending with Volans is simple and transparent.

Risks to Consider

  • Market declines can reduce collateral value and trigger margin calls.

  • Borrowing amplifies both potential gains and losses.

  • Facilities are designed for experienced investors who understand investment risk.

Is It Right for You?

If you qualify as a wholesale investor and hold a diversified investment portfolio, Volans can help you access liquidity intelligently — keeping your capital working while giving you flexibility to move where opportunity exists.