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DTC-Eligible Term Certificate


Invest Your Clients’ Cash for Impact

Since 1980, Self-Help has put $8.5 billion into helping communities nationwide. See our 2018 annual report. We need your investments to continue that work. Self-Help Credit Union offers DTC-eligible, tradeable term certificates, which are eligible for the services of the Depository Trust Company (DTC). Invest your clients’ cash into low-income, minority, and women communities across the country.

Our next DTC-CD offering is December 2-18, 2019.

Our spring and summer 2020 offerings will be April 6-22, 2020 and June 6-22, 2020.

With our DTC-eligible term certificates, it's easier than ever for financial advisors and money managers to help their clients invest in communities. Deposits placed in Self-Help Credit Union are federally-insured, and help provide the funds we need to connect people of color, women, immigrants and low-wealth communities across the country to affordable loans and other competitive financial products & services.


DTC-Eligible Term Certificates

  • Fixed-income securities exclusively available to the SRI community

  • Available terms: 2- and 3-year

  • Offer of $5 million, will close when subscribed

  • We will e-mail the CUSIPs on December 1, 2019

  • You can pool your clients’ funds in an omnibus account. (Note: We are unable to do small individual accounts.)

  • The minimum investment amount is $80,000 per CUSIP purchase.

Term Rate (APY)
 2 years  2.10%
 3 years  2.28%

 

 

 

 

* APY = Annual Percentage Yield.
Deposits are NCUA insured up to $250,000 to protect your investment.

(Note: Rates are subject to change. We will send out the confirmed rates on December 1st)

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How to Apply 

DTC-Eligible Term Certificate

Please contact us to explore this investment opportunity:

Ebony Perkins, Manager, Investor Relations
ebony.perkins@self-help.org
Office: (919) 956-4630
Mobile: (803) 446-8337

Viola Mai, Deposit-Raising Associate
violam@self-help.org
Office: (877) 369-2828 x7536