Margin lending forms

St.George Margin Lending Application Form (PDF 1MB)
Download, complete and return this form to apply for a St.George Margin Lending facility.

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.

Additional Power of Attorney for Tasmanian Applicants (PDF 807 KB)
Applicants of a new St.George Margin Loan who reside in Tasmania must complete this form in addition to the St.George Margin Lending Application form.

Refinance Authority (PDF 818 KB)
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 Transactions Form
Complete this form to request a managed fund transaction. Transactions include initial and additional applications, redemptions, switches and distribution amendments.

Options Plan Application
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.

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.

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

Share Transfer Request
Use this form to lodge OR release shares to/from a St.George Margin Loan Facility. This includes lodging or releasing third party security.

Transfer of Security Form
Use this form to release shares or managed funds from your margin lending facility or to change the beneficial ownership of your securities.

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.

Credit Limit Variation Request
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.

Credit Limit Variation Request (for Wholesale clients only)
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.

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.

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

Direct Debit/Direct Credit Request
Use this form to enable St.George 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.

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

Break costs fact sheet
We recommend you read this prior to entering into a fixed interest rate contract.

Update my details
Complete this form to add or amend the contact details or name of a borrower, third party security provider or guarantor.

Authorised Representative Form
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
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.

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.