Leveraging a portfolio has become a popular way to maximise wealth. Like any investment strategy however it does have associated risks. It is important that you understand these risks when considering if margin lending is right for you.

Our Client Service Team cannot provide to you any investment advice. They may advise you only on matters relating to your margin position. You should seek independent investment advice from your AFA prior to using this service.

To download Brochures, Application and Declaration forms please click on the following files.

Product Disclosure Statement

Margin Lending Brochure
Margin Lending Application Form - Joint Individual
Margin Lending Application Form - Trusts and Estates
Margin Lending Application Form - Company
Supplementary Application Forms

Credit Limit Increase Form
Change of Details Form

LE Shorts Brochure
LE Shorts Application Form
 

Alternatively please telephone us for a copy.

Our Client Service Team are available to assist you with any questions that you may have on the service that we provide and can be contacted on 0800 MARGIN (0800 627 446).

Or complete the form below.

How to apply

a) Read the PDS including all important disclosures.
b) Ensure that you are eligible (e.g. over 18, have the consent of directors of a company and trustees of a trust).
c) Read the Brochure including the T&Cs.
d) Contact the Client Service Team to clarify any aspects of using the Margin Lending Facility that may appear unclear to you.
e) Complete the Application Form.
f) Complete the Declaration as to Purpose Form (if applicable).
g) Post the completed Application Form and Declaration as to Purpose Form, together with all required supporting documentation to us.