Managed Fund Redemption Request (PDF, 29KB)
Complete and return this form if you wish to sell part or all your managed fund investment(s).
Drawdown Request (PDF, 32KB)
Use this form to arrange cash withdrawals from your Margin Lending facility.
Margin Lending Direct Debit Request (PDF, 34KB)
Debit your monthly interest charges directly from your bank account. In completing the direct debit form request you are accepting the terms and conditions of the
Direct Debit Request Service Agreement (PDF, 25KB)
Fixed Loan Nomination Form (PDF, 184KB)
If you wish to fix your loan and prepay your interest complete and sign this form.
Tax File Number or Australian Business Number Form (PDF, 32KB)
Complete this form if you wish to provide your Tax File or Australian Business Number and have not already done so. Please note you do not have to provide these details but if you choose not to, tax may be charged on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.
Authorised Signatory (PDF, 27KB)
Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility in all matters as if they were you, or, if you wish to change/revoke this authority.
Nominated Adviser (PDF, 27KB)
Complete this form to add/change or remove an adviser on your current margin loan facility.
Change of Details (PDF, 23KB)
Please use this form to ensure we have the correct and most up-to-date contact details for you.
Statement of Position (PDF, 22KB)
You may need to complete this form if we require further information from you to set up or maintain your margin loan facility.
Account Closure Form (PDF, 26KB)
Complete this form if you wish to terminate your margin loan account with us.
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