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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 1mb)
- View and print Application
- Lodging 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, St.George Margin Lending Facility Agreement (PDF 221kb), the Risk Disclosure Statement, Power of Attorney, Background on CHESS and Privacy Statement. From 12 November 2016, the existing unfair contract term protections for consumers will also cover standard form small business contracts. As part of our focus to continually improve the products and services we provide to our customers, we have reviewed our contracts for potentially unfair terms and we are now implementing some changes to them as a consequence of that review. Read more about the Unfair Contract Legislation (UCT) changes. |
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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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Refinance Authority (PDF, 125KB) |
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Third Party Security Provider (PDF, 682KB) |
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Savings Gearing Loan Application (PDF, 126KB) |
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Managed Funds Investment Form (PDF, 134KB) |
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Options Plan Application (PDF 43kb) |
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Cash Management Account Form (PDF,102KB) |
Lodging your security |
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Managed Fund Standard Transfer Form (PDF, 429KB) |
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Share Transfer Form (PDF, 248KB) |
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Off Market Transfer Form (PDF, 258KB) |
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Issuer Sponsored Shares Change of Name Correction and Indemnification (PDF, 54KB) |
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Issuer Sponsored Shares Change of Address Notification (PDF, 50KB) Use this form when the address for your Issuer Sponsored shares you wish to lodge to your St.George Margin Lending Facility is not an exact match to the address on your St.George Margin Lending Application. |
Other |
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Credit Limit Assessment Form (PDF, 164KB) |
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Application Details Confirmation Form (PDF, KB) |
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Statement of Position (PDF, 38KB) |
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Form of Acknowledgement From Client (PDF, 73KB) |
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Managed Fund Redemption Request (PDF, 115KB) |
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Drawdown Request (PDF, 75KB) |
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Margin Lending Direct Debit Request (PDF, 128KB) |
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Fixed Loan (PDF, 65KB) |
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Tax File Number or Australian Business Number Form (PDF, 85KB) |
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Update my details (PDF, 82KB) |
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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,183KB) |
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Authority to Link SMA and IMA (PDF, 600KB) |
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Asset Access Application (PDF,156KB) |