APPLYING FOR A Suncorp Margin Loan & Margin Trader Facility

Before submitting a completed application form to us, please make sure that you read the Suncorp Margin Lending Terms and Conditions, the Risk Disclosure Statement, Power of Attorney, Background on CHESS and Privacy Statement.

Application Form (PDF, 107KB)
Download, complete and return this form to apply for a Suncorp Margin Lending facility.These are the terms and conditions that cover the operation of your margin lending facility.

Margin Trader Account Application

To apply online for a Suncorp Margin Trader account that combines elements of both Suncorp Margin lending and Share Trade, please visit the Margin Trader website.

Before submitting a completed application form to us, please make sure that you read the Suncorp Margin Trader Terms and Conditions, the Risk Disclosure Statement, Power of Attorney, Background on CHESS and Privacy Statement.

Refinance Authority (PDF, 30KB)
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to Suncorp Margin Lending.

Third Party Security Provider (PDF, 50KB)
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.

Savings Gearing Loan Application Form (PDF, 37KB)
If you have an existing Suncorp Margin Loan simply download, complete and return this form to apply for a Savings Gearing Loan. You should also read the Savings Gearing Terms and Conditions (PDF, 36KB)

Managed Fund Investment Form (PDF, 25KB)
Complete this form to make a new or subsequent contribution towards your managed funds investment.

Cash Management Trust Account Form (PDF, 23KB)
Complete this form to authorise the opening of a Cash Management Trust Account (CMA). The CMA will be opened in the name of Value Nominees Pty Limited.

To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.

<< Back to View & Print Forms