Forms

Margin Loan and Investment Funds Multiplier forms

Application forms

Investment Funds MultiplierDownload a PDF version of the Investment Funds Multiplier Form. You can also apply for Investment Funds Multiplier online.
Margin LoanDownload a PDF version of the Margin Loan. You can also apply for a Margin Loan online.

Manage facility details

Change address, contact and Margin Call notificationUpdate your address, change your contact details and confirm your preferred method for a margin call notification
Change of nameFor individuals, complete this form to amend your name that we have on record and include certified copies of acceptable documentation as specified in this form
Nominate broker/financial adviserUse this form to nominate a financial adviser or revoke an existing financial adviser on your margin loan (completing this form does not grant authority to transact or provide instructions on your behalf)
Nominate authorised personAuthorise a person, who is not a borrower on the margin loan to provide us instructions on your behalf
Change bank account detailsAuthorise your bank account for direct credits and debits. Include a copy of a recent bank statement for verification
Removal of guarantorThis form is to be used to request for a Guarantor to be removed from your margin loan facility
Solicitor trust opinionFor new margin loan facilities applying as a trust - if you are arranging for your own solicitors to review the trust deed, please have them complete this form

Transactions

Credit limit increaseTo request an increase to your current margin loan credit limit, complete this form and include all supporting documentation
Refinance in requestComplete this form to transfer your existing margin loan (full or partial) from another provider
Sweep account requestTo manage the amount borrowed on your margin loan facility, we can periodically sweep money with an approved cash management account
Fixed interest rate requestApply for a fixed interest rate on your margin loan facility - check out our current standard fixed rates
Funds transfer requestTo borrow money through your margin loan facility, please ensure this form is completed and received by us no later than 2pm (Sydney Time) for overnight payment
Request to exercise executive company optionsUse this form for the exercise of executive company options into ordinary fully paid shares - please provide a copy of your exercise notice

Investments

Australian standard transfer formOff market transfer form used when shares or managed funds are changing beneficial ownership. Please note original form is required
Notification of Tax File NumberComplete this form if you or an additional Security Owner on the margin loan facility has not provided us with a TFN or Exemption
Direct credit of dividends and distributionsHave payment instructions (such as dividends and distributions) for CHESS eligible investments held on your margin loan to be automatically notified to the relevant share registry
Managed fund pledgeLodge an existing managed fund as security for your margin loan facility
Managed fund redemption and switchFully or partially redeem or initiate a switch between managed funds currently held on your margin loan as security
Security transfer requestLodge or release equities from your facility

Features

Rewards Plus applicationEarn Qantas Points based on your Margin Loan or Investment Funds Multiplier balance
Instalment Plus application and maintenanceEstablish a regular savings and investment plan into approved managed funds, or amend/cancel your current facility
Short Plus applicationImplement a short selling strategy using your Margin Loan to borrow the shares
Exchange Options Plus applicationCombine a number of options strategies using Exchange Traded Options

Guides

Online application quick reference guideThis user guide has been created to help you navigate through the online application process
Leverage Online User GuideA tool to help investors navigate through the Leverage Online service

Direct Investment Loan forms

Manage facility details

Change address, contact and Margin Call notificationUpdate your address, change your contact details and confirm your preferred method for a margin call notification
Change of nameFor Individuals, complete this form to amend your name that we have on record and include certified copies of acceptable documentation as specified in this form
Change bank account detailsAuthorise your bank account for direct credits and debits. Include a copy of a recent bank statement for verification
Update Broker DetailsUpdate your Nominated Broker details

Transactions

Credit limit increase requestTo request an increase to your current margin loan credit limit, complete this form and include all supporting documentation
Refinance in requestComplete this form to transfer your existing margin loan (full or partial) from another provider
Fixed interest rate requestApply for a fixed interest rate on your margin loan facility - check out our current standard fixed rates

Investments

Australian standard transfer formOff market transfer form used when shares or managed funds are changing beneficial ownership. Please note original form is required
Notification of Tax File NumberComplete this form if you or an additional Security Owner on the margin loan facility has not provided us with a TFN or Exemption
Direct credit of dividends and distributionHave payment instructions (such as dividends and distributions) for CHESS eligible investments held on your margin loan to be automatically notified to the relevant share registry
Security transfer requestLodge or release equities from your facility

Features

Rewards Plus applicationEarn Qantas Points based on your Direct Investment Loan balance

Guides

Online application quick reference guideThis user guide has been created to help you navigate through the online application process
Leverage Online User GuideA tool to help investors navigate through the Leverage Online service