CommSec News

Forms & Downloads: Margin Lending

Administrative Forms Size (KB) Download PDF
Fixed Loan Request Form
Change some or all of your loan to a fixed rate. 		461KB Download
Direct Debit Request Form
Change your banking instruction for your Loan Account. 		404KB Download
Credit Limit Increase Application Form
Request an increase in your credit limit. 		661KB Download
Refinance Request Form
Refinance a loan from another margin lender. 		383KB Download
Request for Broker to Broker Transfer Form
Move stock from another broker to CommSec. 		411KB Download
Appointment of Authorised Agent Form
Authorise another person to act on your behalf on your account. 		440KB Download
Loan Closure & Repayment Form
Repay and/or close your margin loan. 		497KB Download
Off Market Transfer Form
Transfer a holding of shares from one party to another without buying and selling on the market. 		1234KB Download
Change of Contact Details
Update your address and / or contact details. 		297KB Download
Funds Lodgement and Statutory Declaration Form
Lodge both new and existing managed fund investments as security on your CommSec Margin Loan. 		556KB Download
Brochures Size (KB) Download PDF
or Post form
CommSec Margin Lending Product Disclosure Statement
This PDS is a summary of significant information about a CommSec Margin Loan and contains references to important information about the product. 		315KB Download
CommSec Margin Loan
Borrow to expand your portfolio by using shares or managed funds as security. 		2196KB Download
Portfolio LVR
Diversifying offers more benefits than ever before with CommSec’s Portfolio LVR. 		159KB Download
Managed Funds forms Size (KB) Download PDF
or Post form
Managed Funds Investment Form 436KB Download
Redemption, Reinvestment & Switch form 428KB Download
Amend Regular Gearing Plan 159KB Download

When your download is finished, visit CommSec’s Learning Centre

  • Gearing

    Find out how gearing may open up new opportunities to create further wealth

  • Margin Lending

    Understand what a Margin Loan is and how it can be used as part of your investing strategy

Why choose CommSec Margin Lending?
  • The concept of gearing and, in particular, margin lending.
  • Fundamental principles for designing a geared investment strategy.
  • Gearing strategies for property, shares, managed funds, or a combination.
  • The risks of gearing and how to manage them.
Join now
Contact CommSec

Commonwealth Securities
Tel: 13 17 09 (M-F 8am-8pm EST)
Tel: +61 2 9115 1402 (Outside Aust.)
Fax: 1300 369 526
Email: marginloan@commsec.com.au

View all CommSec contacts

 
Important Information | Privacy Policy | Contact CommSec | Financial Services Guide

© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 ("CommSec") is a wholly owned, but non-guaranteed, subsidiary of the
Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945 ("the Bank") and both entities are incorporated in Australia with limited liability.
This site is directed and available to and for the benefit of Australian residents only (2013).