At UBS, the Lending Referral Group has a seasoned portfolio of referral lenders offering creative financing options to help our clients finance their next big idea.

Whether you’re in need of funds to expand your business or financing for a private jet, we’ll give you access to strategic borrowing solutions you may not have considered. By providing access to industry-leading lenders, we focus on delivering a wide array of your specialized lending needs while complementing your full financial picture.

We can connect you to a lender that makes sense for your ambition.

Lending Referral Group

When you work with our referral lenders, you can be confident you’ll receive the same level of attention and service you’ve come to expect from UBS—from initial application to closing and beyond.

Agricultural lending

Crop and commodity knowledge, valuation expertise and financing to optimize the value of your land, including agricultural lands, farmlands, ranch and timberlands, recreational and conservation tract lands.

Luxury good financing (aircraft, art, classic cars, recreational vehicles and yachts)

Objective advice and attractive financing options for clients who are looking to finance a luxury purchase. Certain assets can also be used to unlock additional liquidity.

Business lending

Business financing for wide-ranging client needs including financing solutions to expand current businesses, acquire new ones, strengthen current business with Accounts Receivables finance or unlock working capital trapped in your supply chain.

Corporate lending & asset finance

Flexible financing solutions that are attractive to businesses, individuals and family offices, and special purpose vehicles, who may have a need for immediate liquidity.

Middle market corporate lending

Offering middle market corporate companies and clients who are looking to expand their business capital to help them grow by providing access to financing options they may not have considered.

Private stock lending

Advising entrepreneurs and the companies they work for to unlock potential equity upside with no out-of-pocket costs by taking a proactive approach while seeking to minimize taxes.

Special situations lending

Address complex financing needs with quick, dependable capital where non-dilutive tailored solutions are required for personal or business financing needs.

Student loans

Explore financing options for higher education, including undergraduate, graduate, law, M.B.A and Parent PLUS loans (parents borrowing on behalf of their children).

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The products and services described are provided by third-party firms (the “Firms”) herein and not by UBS Financial Services Inc. or its affiliates (”UBS”). UBS does not act as your Financial Advisor in connection with the referral to the Firms. UBS makes no representations or warranties with respect to any product or service offered by the Firms, and UBS will have no input concerning such products and services. UBS and the Firms are independent of each other and do not have an agency, partnership or employment relationship, and UBS may not act for or bind the Firms in any manner. All applications or requests for products or services must be made directly with the Firms and are subject to their internal review and approval process. The Firms will compensate UBS for any referrals.

Important information about brokerage and advisory services.

As a firm providing wealth management services to clients, UBS Financial Services Inc. offers investment advisory services in its capacity as an SEC-registered investment adviser and brokerage services in its capacity as an SEC-registered broker-dealer. Investment advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please review client relationship summary provided at ubs.com/relationshipsummary, or ask your UBS Financial Advisor for a copy.

Expiration: 09/17/2025 Review Code: 20240917-386756

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