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Margin lending forms

View and print application

Before submitting a completed application form to us, please ensure that you read our Guide to St.George Margin Lending, the St.George Margin Lending Product Disclosure Statement, the CHESS explanation, the Supplementary risk disclosure statement and Privacy disclosure and consent, the St.George Margin Lending Facility Agreement (PDF 221kb) and the St.George Margin Lending Financial Services Guide.

St.George Margin Lending Application Form (PDF 1mb)
Download, complete and return this form to apply for a St.George Margin Lending facility. These are the terms and conditions that cover the operation of your margin lending facility along with the Risk Disclosure Statement, Power of Attorney, Background on CHESS and Privacy Statement.

Refinance Authority
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to St.George Margin Lending.

Third Party Security Provider
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.

Savings Gearing Loan Application
If you have an existing St.George Margin Loan simply download, complete and return this form to apply for a Savings Gearing Loan.

Managed Funds Investment Form
Complete this form to make a new or subsequent contribution towards your managed funds investment.

Options Plan Application (PDF 43kb)
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 St.George Margin Lending Facility Agreement.

Asset Access Application
Please complete this form if you wish to use equity available in your St.George Portfolio Loan to support your margin loan. The Asset Access Terms and Conditions are to be read and understood in conjunction with the St.George Margin Lending Facility Agreement (PDF 221kb).

Cash Management Account Form
Complete this form to authorise the opening of a Cash Management Trust Account (CMA). The CMA will be opened in the name of Value Nominees Pty Limited, a fully owned subsidiary of St.George Bank.

Lodging your security

Managed Fund Standard Transfer Form
Provide Managed Funds as security for your Margin Lending Account.

Share Transfer Form
Use this form to lodge your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility.

Off Market Transfer Form
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.

Issuer Sponsored Shares Change of Name Correction and Indemnification
Use this form when the name for your Issuer Sponsored shares you wish to lodge to your St.George Margin Lending Facility is not an exact match to the name on your St.George Margin Lending Application.

Issuer Sponsored Shares Change of Address Notification
Use this form when the address for your Issuer Sponsored shares you wish to lodge to your St.George Margin Lending Facility is not an exact match to the address on your St.George Margin Lending Application.

Other

Credit Limit Assessment Form
Use this form to apply for a credit limit increase or decrease, or where St.George Margin Lending has requested an updated financial assessment from you.

Application Details Confirmation Form
Use this form if your St.George Margin Loan facility has not been established within 90 days of approval, and you would still like to proceed with the facility.

Statement of Position
You will need to complete this form if you wish to write call options using your margin loan facility. You may also need to complete this form if we require further information from you to set up or maintain your margin loan facility.

Form of Acknowledgement From Client
Use this form if you have already been approved to use Call Options and would like to nominate a new broker.

Managed Fund Redemption Request
Complete and return this form if you wish to sell part or all your managed fund investment(s).

Drawdown Request
Use this form to arrange cash withdrawals from your Margin Lending facility.

Margin Lending Direct Debit Request
Debit your monthly interest charges directly from your bank account. In completing the direct debit form request you are accepting the terms and conditions of the Direct Debit Request Service Agreement.

Fixed Loan
If you wish to fix your loan and prepay your interest complete and sign this form.

Tax File Number or Australian Business Number Form
Complete this form if you wish to provide your Tax File or Australian Business Number and have not already done so. Please note you do not have to provide these details but if you choose not to, tax may be withheld on any interest earned on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.

Update my details
Please use this form to ensure we have the correct and most up-to-date contact details for you.

Authorised Signatory Form (PDF 124kb)
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.

Nominated Adviser Form (PDF 323kb)
Complete this form to add/change or remove an adviser on your current margin loan facility.

Account Closure Form
Complete this form if you wish to terminate your margin loan account with us.

Authority to Link SMA and IMA
Use this form if you would like to link a St.George Margin Loan to an investment in a Separately Managed Account or Individually Managed Account.