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View and print forms
Margin Lending - 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 1mb)
- View and print Application
- Transferring your Security
- Other Forms
View and print application |
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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, Power of Attorney, CHESS explanation, Privacy Statement and Facility Agreement which are contained in the Online Margin Loan Application. As of 1 July 2019 some terms in our facility agreement have been amended to accommodate the introduction of the Banking Code of Practice and to comply with Unfair Contract Terms legislation. 1. Banking Code of Practice: The Banking Code of Practice (the 'Code') is a set of obligations developed by the banking industry to ensure we meet the community's expectations and deliver great service to our clients. The Code holds us to account. The 2019 version of the Code came into effect on 1 July 2019. The Code applies to individual and small business customers, and their individual guarantors. 2. Unfair Contract Terms: As part of our focus to continually improve the products and services we provide to our customers, we have reviewed our contracts and updated the existing unfair contract term protections for consumers and small business. |
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St.George Margin Lending Application Form (PDF 1MB) 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. |
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Refinance Authority (PDF 818 KB) |
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Third Party Security Provider (PDF 682KB) |
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Savings Gearing Loan Application (PDF 76KB) |
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Managed Funds Transactions Form (PDF 859 KB) |
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Options Plan Application (PDF 43KB) |
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Cash Management Account Form (PDF 105KB) |
Transferring your security |
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Managed Fund Standard Transfer Form (PDF 429KB) |
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Share Transfer Form (PDF 830 KB) |
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Transfer of Security Form (PDF 184 KB) |
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Off Market Transfer Form (PDF 258KB) |
Other |
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Credit Limit Assessment Form (PDF 164KB) |
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Credit Limit Assessment Form (for Wholesale clients only) (PDF 852KB) |
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Statement of Position (PDF 64KB) |
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Form of Acknowledgement From Client (PDF 46KB) |
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Drawdown Request (PDF 801KB) |
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Margin Lending Direct Debit Request (PDF 73 KB) |
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Fixed Loan (PDF 66KB) |
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Tax File Number or Australian Business Number Form (PDF 800KB) |
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Update my details (PDF 96KB) |
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Authorised Signatory 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) |