| NAB Margin Lending - Standard forms |
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Client Identification Form (80kb)
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Use this form for any applicant, guarantor or any nominated authorised representative who is not an existing NAB client. |
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Security/managed fund transfer instruction (232kb)
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Use this form to transfer shares and/or managed funds to a NAB Margin Lending Facility or to provide additional security for a loan. If you haven't provided security to NAB Margin Lending to commence trading, you also need to complete this form. |
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Financial adviser/broker authority (227kb)
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Use this form to provide NAB Margin Lending with the authority to settle with the broker you will be trading through. |
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Managed fund application/lodgement instruction (226kb)
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Use this form to acquire a managed fund investment.
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Managed fund redemption instruction (226kb)
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Use this form to redeem a managed fund investment. |
| Request to increase Facility limit (225kb) |
Use this form to request an increase to a Facility limit. |
| Request to increase Facility limit - Guarantor consent (225kb) |
If there are any guarantors to the Facility, use this form to obtain the guarantor's consent. This is required before we can approve the increase. |
| Request to establish instalment gearing (229kb) |
Use this form if you would like to establish instalment gearing. |
| Request for direct debit (225kb) |
Use this form to arrange to pay interest on the margin loan from a nominated bank account. |
| Request for advance (226kb) |
To request an advance from your Facility, complete this form. |
| Request to change interest rate option (225kb) |
Use this form to request a change to the interest rate option applying to the margin loan or a portion of the loan. |
| Refinance instruction 227kb) |
Complete this form to refinance an existing margin loan that is currently with another margin lender. |
| Client representative(s) authority (226kb) |
Complete this form to appoint an authorised representative to operate the Facility on your behalf. |
| Change of Name/Address Advice (224kb) |
Complete this form to advise us of a change of name/address. |
| New guarantor application (139kb) |
Complete this form to arrange for a new guarantor to provide third party security for the margin loan. |
