|
How to establish a NAB Margin Lending Facility
Loan approval process
Transitioning your business to NAB Margin Lending
How to establish a NAB Margin Lending Facility
To establish a NAB Margin Lending Facility for your client(s) follow these simple steps:
1. Obtain a NAB Margin Lending Application kit by:
2. Have your client read all of the information in the Application kit and complete the application form.
3. Mail the completed application form and supporting documentation to us at:
NAB Margin Lending
2211 UB
800 Bourke Street
Docklands VIC 3008
 Apply now by downloading an Application Kit.
Loan approval process
All loan applications are subject to approval. NAB Margin Lending will generally approve individual or joint applications within 48 hours of receipt of the application.
Applications from companies and trustees on behalf of trusts may take longer to approve.
On approval of the application, you will receive confirmation of your client's Facility details. Your client will receive a welcome kit with a letter confirming the approval of their Facility, and details about how to operate their Facility. You will also receive a User Name and Password for accessing details online.
Transitioning your business to NAB Margin Lending
We have a dedicated team of people who can provide support in transitioning existing business to NAB Margin Lending. Levels of support provided are dependant on a variety of factors including:
For further information about transitioning your business to NAB Margin Lending contact us on 1300 135 145 and speak to a NAB Margin Lending Account Manager.
About NAB Margin Lending
Establishing a NAB Margin Lending Facility
Managing clients' FacilitiesOnline reportingApproved Investment ListInterest rates and feesAdviser toolsNAB Margin Lending homepage
|
