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To apply for a NAB Margin Lending Facility on behalf of your clients follow these simple steps.
STEP 1: Read through the NAB Margin Lending Application kitSTEP 2: Complete an Application form
STEP 3: Submit the Application form and provide supporting documentation
Step 1: Read through the NAB Margin Lending Application kit
You can choose to download a NAB Margin Lending Application kit by clicking on the links below, or request for one to be mailed to you by calling 1300 135 145 or emailing us at margin.lending@nab.com.au
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Step 2: Complete an Application form
Once your clients have read through the NAB Margin Lending Application kit, in particular the Facility Terms and Cash Management Account PDS, complete the Application form.
Step 3: Submit the Application form and provide supporting documentation
Please forward the completed Application form, together with a cheque made payable (if applicable) to NAB Margin Lending to:
NAB Margin Lending
2211 UB
800 Bourke Street
Docklands VIC 3008
Please note any incomplete information may delay the establishment of your client's Facility.
What happens next?
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.
About NAB Margin Lending
Establishing a NAB Margin Lending Facility
Managing clients' FacilitiesOnline reportingApproved Investment ListInterest rates and feesAdviser toolsNAB Margin Lending homepage
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