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Personal Finance > Margin Lending > Borrowing to invest > How to apply for a NAB margin loan

How to apply for a NAB margin loan

To apply for a NAB Margin loan follow these simple steps.

STEP 1: Obtain a copy of the NAB Margin Lending Application kitSTEP 2: Complete an Application form
STEP 3: Submit your Application form and provide supporting documentation
 

Step 1: Obtain a copy of the NAB Margin Lending Application kit

To obtain a copy of the NAB Margin Lending Application kit, you can:

  • Download a NAB Margin Lending Application kit by clicking on the links below
NAB Margin Lending - Application kit
NAB Margin Lending Brochure (620kb) General information about a NAB Margin Lending Facility

NAB Margin Lending Facility Terms (171kb)

You need to read the Facility Terms before completing an Application Form

NAB Margin Lending Cash Management Account Product Disclosure Statement (264kb)

You need to read the Product Disclosure Statement if you are establishing a Cash Management Account as part of your Facility (for fixed rate loans only)

NAB Margin Lending Application form (219kb)

Complete the Application form to apply for a Facility
NAB Margin Lending Interest Rates Download a copy of the NAB Margin Lending interest rates
NAB Margin Lending Approved Investment List Download a current list of Approved Investments. By downloading the current list of Approved Investments, you agree that the Financial Services Guide has been provided by the following link Financial Services Guide(110kb, 15 pages)
Your Guide to Banking at NAB (342kb)  Download a copy of the general banking information guide
To view or print these forms you need Adobe Reader.

 

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Step 2: Complete an Application form

Once you have read through the NAB Margin Lending Application kit, in particular the Facility Terms and Cash Management Account PDS, complete your Application form.

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Step 3: Submit your Application form and provide supporting documentation

Please forward your 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 Facility.

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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 your application you will receive a welcome kit with a letter confirming the approval of your Facility and details about how to operate your Facility.

You will be issued with a User Name and Password within 10 working days from the date you receive written confirmation that your Facility has been established. You can then use your User Name and Password to access your Facility details online.

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About NAB Margin Lending
How does NAB Margin Lending work?
Key benefits and risks of gearing using margin lendingHow much can I borrow?Interest rates and feesApproved Investment ListLearning centreNAB Margin Lending homepage