Margin lending forms

BankSA Margin Lending Application Form (PDF 1.4mb)

Download, complete and return this form to apply for a BankSA Margin Lending facility. If you need assistance completing this form, please contact our Account Management team on 1300 305 172, Monday to Friday (8am to 5pm, Sydney time).

Refinance Authority

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

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.

Savings Gearing Loan Application

If you have an existing BankSA Margin Loan simply download, complete and return this form to apply for a Savings Gearing Loan.

Managed Funds Investment Form

Complete this form to make a new or subsequent contribution towards your managed funds investment

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.

Cash Management Account Form

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, a wholly owned subsidiary of Westpac Banking Corporation.

Managed Fund Standard Transfer Form

Provide Managed Funds as security for your Margin Lending Account.

Share Transfer Form

Use this form to lodge your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility.

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.

Issuer Sponsored Shares Change of Name Correction and Indemnification

Use this form when the name for your Issuer Sponsored shares you wish to lodge to your BankSA Margin Lending Facility is not an exact match to the name on your BankSA Margin Lending Application.

Issuer Sponsored Shares Change of Address Notification

Use this form when the address for your Issuer Sponsored shares you wish to lodge to your BankSA Margin Lending Facility is not an exact match to the address on your BankSA Margin Lending Application.

Credit Limit Assessment Form 

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.

Managed Fund Redemption Request

Complete and return this form if you wish to sell part or all your managed fund investment(s).

Drawdown Request

Use this form to arrange cash withdrawals from your Margin Lending facility.

Margin Lending Direct Debit Request

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.

Fixed Loan

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

Tax File Number or Australian Business Number Form

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 withheld on any interest earned on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.

Update my details

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

Authorised Signatory 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.