NAB Equity Lending
NAB Margin Loan forms
Apply for a NAB Margin Loan using the online form. Before applying please read the Product Disclosure Statement, Facility Terms and other disclosure documents.
| Loan Application | Apply online |
| Loan Application | PDF - 1114KB |
| Facility Terms | PDF - 403KB |
| Product Disclosure Statement | PDF - 820KB |
| Cash Management Account PDS | PDF - 293KB |
| NAB Margin Loan new guarantor application form | PDF - 888KB |
| NAB Financial Services Guide |
| NAB Margin Loan change of name/address | PDF - 211KB |
| NAB Margin Loan managed fund redemption instruction form | PDF - 215KB |
| NAB Margin Loan request to increase facility form | PDF - 220KB |
| NAB Margin Loan request to increase facility guarantor consent form | PDF - 233KB |
| NAB Margin Loan request for advance form | PDF - 214KB |
| NAB Margin Loan security managed funds transfer form | PDF - 216KB |
| NAB Margin Loan Transfer Security Shares into Facility Instructions form | PDF - 216KB |
| NAB Margin Loan close facility form | PDF - 214KB |
| NAB Margin Loan establish instalment gearing form | PDF - 219KB |
| NAB Margin Loan managed fund application/lodgement form | PDF - 213KB |
| NAB Margin Loan refinance instruction form | PDF - 215KB |
| NAB Margin Loan request to change interest rate form | PDF - 216KB |
| NAB Margin Loan request for direct debit/credit form | PDF - 221KB |
| NAB Margin Loan financial advisor authority form | PDF - 343KB |
| NAB Margin Loan client representation authority form | PDF - 349KB |
| NAB Equity Lending Financial Services Company authority form | PDF - 348KB |
| NAB Margin Loan new guarantor application form | PDF - 888KB |
| NAB Equity Lending CRS supplementary form | PDF - 668KB |
| NAB Margin Loan client identification form | PDF - 361KB |
| NAB Margin Loan Supplementary Guarantor Consent form | PDF - 211KB |
| NAB Margin Loan Guarantor Request to Limit or Remove Liability form | PDF - 212KB |
| NAB Margin Loan brochure | PDF - 1,262KB |
| NAB Margin Loan - How to operate your facility | PDF - 3,631KB |
HELP AND SUPPORT
Contact us
equity.lending@nab.com.au
Contact us
1300 135 145
(from outside Australia:
+61 3 8903 9912)
Monday - Friday
8.30am - 5.00pm (AEST/ADST)
NAB Equity Lending
PO Box 5350
Melbourne VIC 3001
Fax
1300 739 923