Margin lending forms
BankSA Margin Lending Facility Agreement BankSA Margin Lending - Margin Loan Product Disclosure Statement |
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Forms to arrange an investment transaction |
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Download, complete and return this form with a completed Application Form to refinance your existing margin loan to BankSA Margin Lending. |
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Managed Funds Transaction Form Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions, distribution amendments and amending or cancelling existing savings gearing loans. Please note: New savings gearing loans can no longer be established |
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Please download and complete this form to write call options using your margin lending facility. The Call Options terms and conditions are to be read and understood in conjunction with the BankSA Margin Lending Facility Agreement. |
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security. |
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Managed Fund Standard Transfer Form Provide Managed Funds as security for your Margin Lending Account. |
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Use this form to lodge OR release shares to/from a BankSA Margin Loan Facility. This includes lodging or releasing third party security. |
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Use this form to lodge/release your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility when there will be a change to the beneficial ownership. |
Credit Limit Variation Request Use this form to apply for a credit limit increase or decrease, or where BankSA Margin Lending has requested an updated financial assessment from you. |
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Cash Advance Request |
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Direct Debit/Direct Credit Request Use this form to enable BankSA Margin Lending to direct debit and/or direct credit your nominated bank account on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, a one-off debit, or regular debits. |
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We recommend you read this prior to entering into a fixed interest rate contract. |
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Please use this form to ensure we have the correct and most up-to-date contact details for you. |
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Authorised Representative Form (PDF 172kb) Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility in all matters as if they were you (except for the receipt of margin calls), or, if you wish to change/revoke this authority. |
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Nominated Adviser Form (PDF 187kb) Complete this form to add/change or remove an adviser on your current margin loan facility. |
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