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View and print forms
At St.George we want to help you make your application and manage your loan quickly and easily. So, we have provided the forms you are most likely to need, on-line, so you can print and complete them any time of the day or night.
- Online Margin Loan Application (PDF 590kb)
- Applying for your loan
- Forms to arrange an investment transaction
- Transferring your security
- Forms to update your account details
- Forms to vary your loan
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, CHESS explanation, and St.George Margin Lending Facility Agreement which are contained in the St.George Margin Lending Facility Agreement. |
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St.George Margin Lending Application Form (PDF 2MB) Please note that where you are required to complete nominated appendices in the Application Form, you can download them from the list of forms below. |
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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. |
Cash Advance Request (PDF 83KB) |
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Managed Funds Transactions Form (PDF 859 KB) |
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Refinance Authority (PDF 818 KB) |
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St.George Cash Management Account Terms and Conditions (PDF 100 KB) |
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Options Plan Application (PDF 43KB) |
Managed Fund Standard Transfer Form (PDF 429KB) |
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Share Transfer Request (PDF 880 KB) |
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Transfer of Security Form (PDF 184 KB) |
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Off Market Transfer Form (PDF 258KB) |
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Third Party Security Provider (PDF 682KB) |
Update my details (PDF 96KB) |
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Direct Debit/Direct Credit Request (PDF 89 KB) |
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Authorised Representative Form (PDF 124KB) |
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Nominated Adviser Form (PDF 323KB) |
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Account Closure Form (PDF 836KB) |
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Authority to Link SMA and IMA (PDF 600KB) |
Fixed Loan (PDF 66KB) |
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Break costs fact sheet (PDF 133KB) |
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Credit Limit Variation Request (PDF 1.6MB) |
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Credit Limit Variation Request (for Wholesale clients only) (PDF 2.2MB) |
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Form of Acknowledgement From Client (PDF 46KB) |
Adviser Registration and Client Adviser Transfer Form (PDF 823KB) |
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St.George Margin Lending Portal Support Staff Access Request (PDF 861KB) |