Adviser tools
NAB Equity 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 studies
- Margin loan calculator
- Brochures
- Forms
- Learning centre
- Frequently 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 Equity 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.
NAB Equity Lending Brochure
General information about NAB Equity Lending and establishing a Facility
How to Operate your Facility Brochure
Information about how to operate or request changes to clients' facilities
NAB Equity Lending Product Summary
Brief information about key features and benefits of NAB Equity Lending.
NAB Equity Lending - Frequently asked questions
Helpful information about managing your clients' NAB Equity Lending Facilities - for financial adviser use only
NAB Equity Lending - Estimated Processing Times
Helpful information and common instructions for managing your clients' facilities - for financial adviser use only
To view or print these forms you need Adobe Reader.
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 Equity 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 Equity Lending contact a NAB Equity Lending Client Service Representative on 1300 135 145 (8.30am - 5.30pm EST, Monday to Friday).
