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NAB Margin Lending provides you with a range of tools and resources to assist you manage your clients' Facilities and support your discussions with your clients about borrowing to invest.
Margin lending case studiesMargin loan calculatorBrochuresForms
Learning centreFrequently asked questions
Margin lending case studies
See how margin lending can be applied to meet a range of client needs:
Margin loan calculator
Determine your clients' borrowing potential by applying our approved investment security ratios. Login to our secure access area to use the Margin Loan Calculator.
Brochures
NAB Margin Lending offers a range of information and brochures to assist clients understand margin lending and how to operate their Facility. You can download information brochures below.
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Forms
To request changes to Facility details, you (if you're an Authorised Representative) or your clients will generally need to provide us with written instructions using the relevant standard forms.
Learning centre
When it comes to investing, education is important. Use our Learning centre as a tool to assist you to build your clients' knowledge and understanding of the dynamics of investing through margin lending.
Frequently asked questions
NAB Margin Lending's Frequently asked questions will help you to answer common client enquires about margin lending and operating their Facility.
To find out more about NAB Margin Lending contact a NAB Margin Lending Client Service Representative on 1300 135 145 (8.30am - 5.30pm EST, Monday to Friday).
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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