Forms and brochures
NAB Equity Lending - Brochures
| NAB Equity Lending Brochure (620kb) | General information about a NAB Equity Lending 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. |
| Manage your Facility with SMS messaging | Register for the NAB Equity Lending SMS Messaging Service. |
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 (110kb, 15 pages) |
| Your Guide to Banking at NAB (342kb) | Download a copy of the general banking information guide |
To operate or request changes to Facility details, you will generally need to provide us with written instructions. Download these standard forms to provide us with instructions that we can action promptly on your behalf.
NAB Equity Lending - Standard forms
| Security/managed fund transfer instruction (232kb) | Use this form to transfer shares and/or managed funds to your NAB Equity Lending Facility or to provide additional security for your loan. If you haven't provided security to NAB Equity Lending to commence trading, you also need to complete this form. |
|---|---|
| Financial adviser/broker authority (227kb) | Use this form to provide NAB Equity Lending with the authority to settle with the broker you will be trading through. |
| Managed fund application/lodgement instruction (226kb) | Use this form to acquire a managed fund investment. |
| Managed fund redemption instruction (226kb) | Use this form to redeem a managed fund investment. |
| Request to increase Facility limit (225kb) | Use this form to request an increase to your Facility limit. |
| Request to increase Facility limit - Guarantor consent (225kb) | If there are any guarantors to your Facility, use this form to obtain the guarantor's consent. This is required before we can approve the increase. |
| Request to establish instalment gearing (229kb) | Use this form if you would like to establish instalment gearing. |
| Request for direct debit (225kb) | Use this form to arrange to pay interest on your margin loan from a nominated bank account. |
| Request for advance (226kb) | To request an advance from your Facility, complete this form. |
| Request to change interest rate option (225kb) | Use this form to request a change to the interest rate option applying to your margin loan or a portion of your loan. |
| Refinance instruction 227kb) | To refinance an existing margin loan that is currently with another margin lender, complete this form. |
| Client representative(s) authority (226kb) | To appoint an authorised representative to operate your Facility on your behalf, complete this form. |
| Change of Name/Address Advice (224kb) | Complete this form to advise us of a change of name/address. |
| New guarantor application (139kb) | Complete this form to arrange for a new guarantor to provide third party security for your margin loan. |
Links to additional forms
| Name correction request & indemnity | Use this form to change or correct the registered holder name for an Issuer Sponsored Subregister Holding. |
|---|---|
| Transfer form for Non-Market Transactions (394kb) | To change beneficial ownership of a financial product, complete this form. |
| Change of address notification (193kb) | Complete this form to change or correct the registered holder address for an Issuer Sponsored Subregister Holding. |
To view or print these forms you need Adobe Reader.
For any queries contact NAB Equity Lending on 1300 135 145 (8.30am - 5.30pm EST, Monday to Friday) or email equity.lending@nab.com.au
