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View and print forms
Margin Lending - View and Print Forms
At St.George we want to help you make your application and manage your loan quickly and easily. So, we have provided the forms you are most likely to need, on-line, so you can print and complete them any time of the day or night.
View and print Application
Before submitting a completed application form to us, please make sure that you read the St.George Margin Lending Terms and Conditions, the Risk Disclosure Statement, Power of Attorney, Background on CHESS and Privacy Statement.
Application Form (PDF, 669 KB)
Download, complete and return this form to apply for a St.George Margin Lending facility.These are the terms and conditions that cover the operation of your margin lending facility.
Refinance Authority (PDF, 125KB)
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to St.George Margin Lending.
Third Party Security Provider (PDF, 320KB)
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.
Savings Gearing Loan Application Form (PDF, 126KB)
If you have an existing St.George Margin Loan simply download, complete and return this form to apply for a Savings Gearing Loan. You should also read the Savings Gearing Terms and Conditions (PDF, 22KB)
Managed Funds Investment Form (PDF, 134KB)
Complete this form to make a new or subsequent contribution towards your managed funds investment.
Options Plan Application Form and the Form of Acknowledgement from Client (PDF, 127KB)
Please download and complete this form to write call options using your margin lending facility. The Call Options terms and conditions (PDF 285KB) are to be read and understood in conjunction with the St.George Margin Lending facility terms and conditions.
Protected Loan Application Form (PDF, 630KB)
Download and complete this form to open a Protected Loan. Included in this form is the Protected Loan Identification Notice that is to be completed to actually drawdown the loan. Before applying for a protected loan please ensure that you read the Protected Loan Terms and Conditions.
Protected Loan Identification Notice (PDF, 307KB)
Complete and return this form to drawdown your protected loan. Please note this form is to be completed only if you have opened a Protected Loan or are in the process of opening a Protected Loan using the Protected Loan Application Form.
Asset Access Application (PDF,299KB)
Please complete this form if you wish to use equity available in your St.George Portfolio Loan to support your margin loan. The Asset Access Terms and Conditions are to be read and understood in conjunction with the St.George Margin Lending Facility terms and conditions.
Cash Management Account Form (PDF,110KB)
Complete this form to authorise the opening of a Cash Management Trust Account (CMA). The CMA will be opened in the name of Value Nominees, a fully owned subsidiary of St.George Bank.
Lodging your Security
Managed Fund Standard Transfer Form (PDF, 429KB)
Provide Managed Funds as security for your Margin Lending Account.
Share Transfer Form (PDF, 248KB)
Use this form to lodge your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility.
Off Market Transfer Form (PDF, 258KB)
Use this form to lodge/release your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility when there will be a change to the beneficial ownership.
Issuer Sponsored Shares Change of Name Correction and Indemnification (PDF, 54KB)
Use this form when the name for your Issuer Sponsored shares you wish to lodge to your St.George Margin Lending Facility is not an exact match to the name on your St.George Margin Lending Application.
Issuer Sponsored Shares Change of Address Notification (PDF, 50KB)
Use this form when the address for your Issuer Sponsored shares you wish to lodge to your St.George Margin Lending Facility is not an exact match to the address on your St.George Margin Lending Application.
Other Forms
Statement of Position (PDF, 38KB)
You will need to complete this form if you require a Protected Loan of more than one year or if you are paying your Protected Loan interest monthly. You may also need to complete this form if we require further information from you to set up or maintain your margin loan facility.
Managed Fund Redemption Request (PDF, 309KB)
Complete and return this form if you wish to sell part or all your managed fund investment(s).
Drawdown Request (PDF, 52KB)
Use this form to arrange cash withdrawals from your Margin Lending facility.
Margin Lending Direct Debit Request (PDF, 128KB)
Debit your monthly interest charges directly from your bank account. In completing the direct debit form request you are accepting the terms and conditions of the
Direct Debit Request Service Agreement (PDF, 28KB)
Fixed Loan (PDF, 65KB)
If you wish to fix your loan and prepay your interest complete and sign this form.
Tax File Number or Australian Business Number Form (PDF, 85KB)
Complete this form if you wish to provide your Tax File or Australian Business Number and have not already
done so. Please note you do not have to provide these details but if you choose not to, tax may be charged
on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.
Update my details (PDF, 82KB)
Please use this form to ensure we have the correct and most up-to-date contact details for you.
Authorised Signatory Form (PDF,138KB)
Complete this form to give a person other than your Adviser the authority to act on your existing margin lending
facility in all matters as if they were you, or, if you wish to change/revoke this authority.
Nominated Adviser Form (PDF,206KB)
Complete this form to add/change or remove an adviser on your current margin loan facility.
