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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.
Acceptable Securities Lists:
- Acceptable Listed Securities (PDF 497 KB) - effective 7 July 2021
- Acceptable Managed Funds (PDF 1,167 KB) - effective 7 July 2021
- Acceptable Bonus Listed Securities (PDF 372 KB) - effective 7 July 2021
- Acceptable Platforms (PDF 48 KB) - effective 7 July 2021
The most recent LVR changes are effective as at 7 July 2021. It is recommended that clients monitor their portfolios in light of these changes.
View the LVR changes (PDF 67 KB).
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.