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Margin lending forms

BankSA Margin Lending Disclosure Documents

BankSA Margin Lending Facility Agreement

BankSA Margin Lending - Margin Loan Product Disclosure Statement

BankSA Margin Lending Financial Services Guide

Forms to arrange an investment transaction

Refinance Authority

Download, complete and return this form with a completed Application Form to refinance your existing margin loan to BankSA Margin Lending.

Managed Funds Transaction Form

Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions, distribution amendments and amending or cancelling existing savings gearing loans. Please note: New savings gearing loans can no longer be established

Options Plan Application

Please download and complete this form to write call options using your margin lending facility. The Call Options terms and conditions are to be read and understood in conjunction with the BankSA Margin Lending Facility Agreement.

Lodging your security

Third Party Security Provider

Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.

Managed Fund Standard Transfer Form

Provide Managed Funds as security for your Margin Lending Account.

Share Transfer Request

Use this form to lodge OR release shares to/from a BankSA Margin Loan Facility. This includes lodging or releasing third party security.

Off Market Transfer Form

Use this form to lodge/release your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility when there will be a change to the beneficial ownership.


Credit Limit Variation Request 

Use this form to apply for a credit limit increase or decrease, or where BankSA Margin Lending has requested an updated financial assessment from you.

Statement of Position

You will need to complete this form if you wish to write call options using your margin loan facility. You may also need to complete this form if we require further information from you to set up or maintain your margin loan facility.

Cash Advance Request
Use this form to advance funds or transfer a credit balance from your BankSA Margin Loan.

Direct Debit/Direct Credit Request

Use this form to enable BankSA Margin Lending to direct debit and/or direct credit your nominated bank account on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, a one-off debit, or regular debits.

Fixed Loan

If you wish to fix your loan and prepay your interest complete and sign this form.

Break costs fact sheet

We recommend you read this prior to entering into a fixed interest rate contract.

Update my details

Please use this form to ensure we have the correct and most up-to-date contact details for you.

Authorised Representative Form (PDF 172kb)

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 (except for the receipt of margin calls), or, if you wish to change/revoke this authority.

Nominated Adviser Form (PDF 187kb)

Complete this form to add/change or remove an adviser on your current margin loan facility.

Account Closure Form

Complete this form if you wish to terminate your margin loan account with us.