Margin lending forms
View and print application |
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Before completing and submitting an application form to us, please make sure that you read the St.George Margin Lending - Margin Loan Product Disclosure Statement, St.George Margin Lending Financial Services Guide, and the Supplementary Risk Disclosure Statement, Power of Attorney, CHESS explanation, Privacy Statement and Facility Agreement which are contained in the St.George Margin Lending Application Form. |
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St.George Margin Lending Application Form (PDF 1MB) The terms and conditions that cover the operation of your margin lending facility along with the Supplementary Risk Disclosure Statement, Power of Attorney, CHESS explanation and Privacy Statement are contained in this document. |
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Additional Power of Attorney for Tasmanian Applicants (PDF 807 KB) |
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Refinance Authority (PDF 818 KB) |
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Third Party Security Provider |
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Savings Gearing Loan Application |
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Managed Funds Transactions Form |
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Options Plan Application |
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Cash Management Account Form |
Transferring your security |
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Managed Fund Standard Transfer Form |
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Share Transfer Request |
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Transfer of Security Form |
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Off Market Transfer Form |
Other |
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Credit Limit Variation Request |
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Credit Limit Variation Request (for Wholesale clients only) |
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Statement of Position |
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Form of Acknowledgement From Client |
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Drawdown Request |
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Direct Debit/Direct Credit Request |
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Fixed Loan |
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Break costs fact sheet |
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Update my details |
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Authorised Representative Form |
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Nominated Adviser Form |
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Account Closure Form |
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Authority to Link SMA and IMA |
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Authority to Link SMA and IMA |