Fee Schedule
Leveraged Equities' fee schedule is subject to change and is as at 16th February 2010.
Establishment Fee
Paid by cheque or direct debit from your Nominated Account. If you do not pay any applicable establishment fee you will not be able to operate your Margin Loan Facility. Establishment fees are not refundable if you don’t proceed with your application.
| Type | Fee |
|---|---|
| Individual Borrower | Nil |
Company Borrower or Security Owner
|
|
Trust Borrower or Security Owner The Lender’s fee to vet the Trust Deed. Applicable if a Solicitor’s Trust Opinion is not provided. Refer to the Application Form for details. |
$250.00 |
Account Keeping Fee
| Type | Fee |
|---|---|
| Rewards Plus | $100 bi-annually |
| All other products | Nil |
Transaction Fees
Paid by direct debit from your Nominated Account.
| Type | Fee |
|---|---|
| Credit funds to the Loan Account | Nil |
Pay funds from the Loan Account
|
|
Dishonour Fees
|
|
| Issuer Sponsored Search | $16.50 |
Retrieval of information Applicable when your Nominated Adviser requests the Lender to retrieve, collate, sort and/or provide archived or historical information. |
$50.00 |
Break Costs Applicable if you break a Fixed Rate Loan. |
Refer below |
Facility Closing Fees
Paid by direct debit from your Nominated Account.
| Type | Fee |
|---|---|
Early Account Closing Applicable if you repay the Total Amount Owing in full with 4 months of the start of your first Loan. |
$200 |
Release Fee Applicable for Company Security Owners only. |
$65.00 |


