How to apply for a NAB Equity Lending Facility

To apply for a NAB Equity Lending Facility, follow these simple steps:

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

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

  • Download a NAB Equity Lending Application kit by clicking on the links below
NAB Equity Lending - Application kit
NAB Equity Lending Brochure (620kb) General information about a NAB Equity Lending Facility
NAB Equity Lending Facility Terms (171kb) You need to read the Facility Terms before completing an Application Form
NAB Equity 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 Equity Lending Application form (219kb) Complete the Application form to apply for a Facility
NAB Equity Lending Interest Rates Download a copy of the NAB Equity Lending interest rates
NAB Equity 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 (1,937kb, 16 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 Equity 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 Equity Lending to:

NAB Equity Lending
GPO Box 5350
Melbourne VIC 3001

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