Don’t invest unless you're prepared to lose money. This is a high-risk investment. You may not be able to access your money easily and are unlikely to be protected if something goes wrong. Take 2 mins to learn more.

Investor’s Guide to Selling on the Secondary Market

A transformative tool for investors enabling diversification and facilitating exits from investments.

15th December 2023

The Crowd2Fund Small Business Exchange gives investors in businesses the ability to list an investment, set a sale price and sell the investment to another registered investor. This article serves as your guide to selling on the Secondary Market.

When you decide to sell a loan part, the process is relatively straightforward. We’ve listed the complete steps from start to finish below. 

Step 1.

Navigate to your “My Investments” page using the drop-down menu from the top right of the screen.

 

 

Step 2.

Open either your Loans or Revenue Loans in order to find a loan to list.

 

 

Step 3.

Select the loan you wish to list.

 

 

Step 4.

Press the red Sell button to the right of the loan’s entry. 

 

Step 5.

Set the offer price and interest rate for your listing.

 

 

Step 6.

Read and agree to the terms and conditions, then press Sell to send your loan part listing off for approval. 

From this point on the sale of your loan part will pass out of your hands and into the hands of our experienced Exchange team. They will assess your loan parts and decide whether the loan can be listed.

There are several restrictions on the current version of The Exchange, which can affect your ability to list a loan part on The Exchange. Secondary Markets are regulated by the FCA, and we have added extra protections to safeguard potential buyers.

Any of the following circumstances will make a loan ineligible for listing:

  1. Loans issued to a business with a credit score of D or lower.
  2. Loans issued between September 23, 2020, 00:00, and September 16, 2021, 00:00, as this period coincided with the COVID-19 pandemic.
  3. Loans associated with businesses in arrears.
  4. Loans for businesses that have not provided their latest financial accounts.
  5. Loans associated with businesses that have changed sector.

 

Risk Warning

Past performance and forecasts are not reliable indicators of future results. Your capital invested is not covered for compensation in the event of a loss by the FSCS. Tax treatment will depend on the individual circumstances and may be subject to change. Please see our Risk section before making an investment decision.

Related Posts

The Innovative Finance ISA Guide

The Innovative Finance ISA Guide

Posted: 1st April 2021

Everything you need to know about the IFISA, backing entrepreneurs and potentially making great retu...

Can your employees thrive in your workplace?

Can your employees thrive in your workplace?

Posted: 30th July 2019

Workplaces need to recognise our basic biological and psychological needs in order to foster a happy...

What Does The Current Economic Outlook Mean For Businesses and Investors?

What Does The Current Economic Outlook Mean For Businesses and Investors?

Posted: 3rd June 2019

Translating the macroeconomic trends for the everyday investors and companies who just want to grow...

Risk warning

Past performance and forecasts are not reliable indicators of future results. Your capital invested is not covered for compensation in the event of a loss by the FSCS. Tax treatment will depend on the individual circumstances and may be subject to change. Please see our Risk section before making an investment decision.

Top