View and print forms

St.George Margin Lending Application Form (PDF 2MB)
Download, complete and return this form to apply for a St.George Margin Lending facility. 

Please note that where you are required to complete nominated appendices in the Application Form, you can download them from the list of forms below.

Additional Power of Attorney for Tasmanian Applicants (PDF 807 KB)

Applicants of a new St.George Margin Loan who reside in Tasmania must complete this form in addition to the St.George Margin Lending Application form.

Cash Advance Request (PDF 83KB)
Use this form to advance funds or transfer a credit balance from your St.George Margin Loan.

Managed Funds Transactions Form (PDF 859 KB)
Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions, distribution amendments and amending or cancelling existing savings gearing loans. Please note: New savings gearing loans can no longer be established.

Refinance Authority (PDF 818 KB)
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to St.George Margin Lending.

St.George Cash Management Account Terms and Conditions (PDF 100 KB)
Terms and Conditions for the St.George Cash Management Account. These Terms and Conditions contain updated unfair contract term protection for consumers and small business.

Options Plan Application (PDF 43KB)
Please download and complete this form to write call options using your margin lending facility. The Call Options terms and conditions are to be read and understood in conjunction with the St.George Margin Lending Facility Agreement.

Managed Fund Standard Transfer Form  (PDF 429KB)
Provide Managed Funds as security for your Margin Lending Account.

Share Transfer Request (PDF 880 KB)
Use this form to lodge OR release shares to/from a St.George Margin Loan Facility. This includes lodging or releasing third party security.

Transfer of Security Form (PDF 184 KB)
Use this form to release shares or managed funds from your margin lending facility or to change the beneficial ownership of your securities.

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.

Third Party Security Provider (PDF 682KB)
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.

Update my details (PDF 96KB)
Complete this form to add or amend the contact details or name of a borrower, third party security provider or guarantor.

Direct Debit/Direct Credit Request (PDF 89 KB)
Use this form to enable St.George Margin Lending to direct debit and/or direct credit your nominated bank account on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, a one-off debit, or regular debits.

Authorised Representative Form (PDF 124KB)
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 (except for the receipt of margin calls), or, if you wish to change/revoke this authority.

Customer Refresh Form - Authorised Representatives (PDF 955KB)

To provide information for existing Authorised Representatives when they have been requested to.

Nominated Adviser Form (PDF 323KB)
Complete this form to add/change or remove an adviser on your current margin loan facility.

Account Closure Form (PDF 836KB)
Complete this form if you wish to terminate your margin loan account with us.

Authority to Link SMA and IMA (PDF 600KB)
Use this form if you would like to link a St.George Margin Loan to an investment in a Separately Managed Account or Individually Managed Account.

Fixed Loan (PDF 66KB)
If you wish to fix your loan and prepay your interest complete and sign this form.

Break costs fact sheet (PDF 133KB)
We recommend you read this prior to entering into a fixed interest rate contract.

Credit Limit Variation Request (PDF 1.6MB)
Use this form to apply for a credit limit increase or decrease, or where St.George Margin Lending has requested an updated financial assessment from you.

Credit Limit Variation Request (for Wholesale clients only) (PDF 2.2MB)
Use this form to apply for a credit limit increase or decrease, or where St.George Margin Lending has requested an updated financial assessment from you.

Form of Acknowledgement From Client  (PDF 46KB)
Use this form if you have already been approved to use Call Options and would like to nominate a new broker.

Adviser Registration and Client Adviser Transfer Form (PDF 823KB)
Use this form to register as a new adviser with St.George Margin Lending or to transfer a single St.George Margin Lending client/multiple clients between St.George Margin Lending Advisers.

St.George Margin Lending Portal Support Staff Access Request (PDF 861KB)
Use this form to add new support staff users on the St.George Margin Lending Portal. Nominated support staff users will have visibility of all clients/advisers under the adviser/dealer group listed on the form.