How do I begin the Collar Advance process with Cache?
The process is straightforward:
Initial Consultation: Contact Cache or your advisor to discuss your concentrated position, desired advance amount, and goals.
Review Proposals: We'll provide proposals with different term lengths, protection levels, and advance amounts so you can choose what works best for your situation.
Documentation & Execution: Once you select your preferred structure, we'll guide you through the documentation process with our banking partners.
Receive Your Advance: After setup is complete (typically 3-4 weeks), you'll receive your advance in a single lump-sum payment.
To learn more or see if a Collar Advance is right for you, visit usecache.com or start your enrollment.
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