Product Guides

Margin Loan Application Booklet Margin Loan Application Booklet - Interactive Version Margin Loan Product Disclosure Statement Margin Loan Product Guide Online Gearing User Guide

 

Acceptable Investments List

BOQ Margin Loan Acceptable Investments List

 

Rates and Fees

Interest Rate Schedule Fee Schedule

 

Forms

Nominate Authorised Person Nominate Alternate Contact Revoke Authorised Person/Contact Change of Address, Contact and Margin Call Notification Details Change of Name Nominate/Revoke Financial Adviser ‘Margin Lending Online Service’ Registration Fixed Interest Rate Request Nominate/Remove Bank Account - Direct Debit Nominate/Remove Bank Account - Direct Credit Funds Transfer Request Increase Margin Loan Credit Limit Instalment Plus Application Managed Fund Switch

Instalment Plus Maintenance Managed Fund Pledge Managed Fund Redemption Notification of Tax File Number Refinance In Request Removal of Guarantor Request to Lodge Equities (Shares) to Margin Loan Facility Request to Release Equities (Shares) from Margin Loan Facility Australian Standard Transfer Form Authority to Convert Securities (Exercise Company Options) Account Closure Application for Rewards Plus Solicitor Trust Opinion

 

Adviser Use

Adviser Change of Address and Contact Details Online Gearing User Guide (Adviser)

Adviser / Broker ‘Margin Lending Online Service’ Registration Credit Limit Tool Version 2.0