HedgeLending, LLC is a registered Pennsylvania Limited Liability Corporation. HedgeLending is a provider of securities liquidity information services for individual and institutional clients, and does not offer any investment (buy or sell), tax counseling, estate planning, or any other securities, equities, or other financial advice whatsoever. No hedge loan should be construed as a tax deferral or tax avoidance method. HedgeLending strongly urges U.S. borrowers to consult with the Internal Revenue Service for guidance on tax treatment of proceeds or stocks acting as collateral for a hedge loan. Any and all tax matters are the sole responsibility of the borrower.
No information or statement by any HedgeLending associate, representative, or staff shall be construed as any form of tax or financial planning or stock buy/sell advice. No individual, company, or agent is authorized to offer such advice.
Unauthorized marketing or resale of HedgeLending products or services is not the responsibility of HedgeLending, LLC. Individuals under contract to HedgeLending, LLC as Authorized Agents must receive a letter of authorization or a mutually signed contract, in writing, to officially represent HedgeLending products and services in that state. Any representation by any individual, irregardless of their contractual status with HedgeLending, in any state where HedgeLending has not specifically authorized that agent to carry out hedge loan activities, is not the responsibility of HedgeLending, LLC and is the sole responsibility of that Agent or Affiliate.
Resolution of any potential legal or tax issues involving hedge loan financing, directly or through any third party, should be carried out by the licensed attorneys, accountants or other professional advisors of each individual client, and in consultation with the tax authorities and under the tax regulations for that country. For useful information on US tax law, please visit the Internal Revenue Service website. HedgeLending clients are expected to abide by all applicable U.S. regulation and law.
HedgeLending, LLC is not responsible for statements or representations of HedgeLending products or services by any other (third) parties that are not specifically and formally authorized by HedgeLending, LLC in writing, whether such representations are by web, facsimile, email, conventional advertising, or any other media.
Borrowers are required to comply with all SEC and Federal Reserve regulations. Moody's Investor Services, Inc where referenced as the rating agent for investment grade status of certain HedgeLending loan products, is a private company and is not affiliated in any manner with HedgeLending, its partners, or associates. Standard and Poor's is a private corporate entity and not affiliated with HedgeLending in any manner.
HedgeLending, LLC does not endorse, support, or advocate the use of a hedge loan as a tax shelter and does not authorize any agent or associate to describe, claim, or otherwise market hedge loan as such. HedgeLending does not operate in Canadian province of Saskatchewan, and our hedge loans are not made available to residents of any location where it is specifically prohibited by law or regulation. No HedgeLending agent may represent themselves as qualified to do business in any particular state or Canadian province or other locale as such representation is specifically prohibited by law or regulation.
U.S. borrowers who have exercised the limited recourse default provision of their hedge loan are urged to correctly report the transaction as a foreclosure when it occurs and to pay any taxes due. A 1099 tax form is issued when by lender when applicable. Taxes may apply in other cases: Please consult your tax professional, the IRS, or the tax authority in your country of residence for information relevant to your specific situation.
More information on current closed transactions, HedgeLending professional association memberships, and references are available by request.