Acceptable securities list
Greater Choice. Greater Flexibility.
St.George Margin Lending offers a competitive Acceptable Securities List, which features a wide range of shares, managed funds and master trusts, with a range of loan to value ratios. The St.George Margin Lending Acceptable Securities List is constantly reviewed and updated monthly.
Approved Securities Lists:
- Approved Listed Securities (PDF 162kb) - effective 07 September 2016
- Approved Managed Funds (PDF 575kb) - effective 07 September 2016
- Approved Bonus Listed Securities (PDF 106kb) - effective 07 September 2016
- Approved Platforms (PDF 20kb) - effective 07 September 2016
The newest changes to equities Loan to Value Ratio become effective on 26 September 2016. It is recommended that clients monitor their portfolios in light of these changes.
View the LVR changes (PDF 86KB).
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.