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Forms - Investments & advice

Forms

Payments to/from your margin loan

Transferring to/from your margin loan

Changing your details

Changing the features of your margin loan

Statement Guide

Download the Investment Lending Statement Guide (PDF 260kB) to assist you in understanding our new statements.

Important information

Leveraging a portfolio is fast becoming a popular wealth creation strategy. However, you should be aware that while leveraging into investments increases the potential return on investments, it is important to recognise that it can also multiply the effects of falls in share market values. We therefore strongly advise you talk to your financial planner and/or stockbroker and ensure you understand the risks, the specific tax implications, as well as the legal and financial ramifications of a margin lending facility.

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