Transaction Basics
 
This interactive look at the basics of the lending process highlights key players and how money is made. The example used is a non-U.S. equity securities lending transaction.


Interactive overview of the lending process

 
Click here to launch a web-based tour that will walk you step-by-step through a sample securities lending transaction. This link will launch a pop-up window — simply close the window to return to this page at any time.

One-page overview of the lending process

 
We've condensed all of the steps from the interactive tour onto one page so you can easily view and/or print the entire process.

Click here to view a web-based, one-page version of the lending process diagram. (This image was created for online viewing only and may not print clearly.)

Click here to view and print a one-page Adobe® PDF version of the lending process diagram. Once the image appears on your screen, simply select "File" and then "Print" from your Windows menu. (This version will print clearly, but may be difficult to read when viewed onscreen.)

Please note: To open the PDF you will need Adobe Acrobat Reader®, a free, quick download available by clicking on the following link:

Download Adobe Acrobat Reader to view PDF files
 
Securities Lending Resources
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Transaction Basics
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