Application form

Checklist
Detail
Applicant 1
Applicant 2
Income Expense
Assets
Liabilities
Refinance Instruction
Facility Details
Direct Debit Authority
Authorised Person Details
Adviser Details
Shares / Managed Funds Transfer
Finish

Checklist

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Detail

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Applicant 1

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Applicant 2

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Income Expense

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Assets

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Liabilities

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Refinance Instruction

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Facility Details

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Direct Debit Authority

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Authorised Person Details

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Adviser Details

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Shares / Managed Funds Transfer

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Finish

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Margin Lending Application Form

Application checklist

How to complete your application in 4 easy steps:

1. Complete the application in one session (approx. 10-20 mins)

2. Save a PDF copy of your application

3. Print and sign the application

4. Email your signed application with any supporting documents to NAB Equity Lending at equity.lending@nab.com.au

Your application will be assessed once the signed documents are received. If you have any queries or need assistance with your application, call the NAB Equity Lending team on 1300 135 145.

Eligibility

To continue your application, please answer the following questions:

Are you 18 years of age or over?

Yes

To apply for a NAB Margin Loan you must be at least 18 years old

Is this loan predominantly for business or investment purposes?

Yes

A NAB Margin Loan must be for business or investment purposes only

Are you an Australian resident and/or currently living in Australia?

Yes

To apply for a NAB Margin Loan you must be an Australian resident

Is Getting Started Checklist Filled (Hidden field)?

Yes

Important information

Please read the following important documents before completing your online application for a NAB Equity Lending Facility. By downloading the following documents, you acknowledge and agree that the documents have been provided to you by the following links:
NAB Equity Lending Product Disclosure Statement
NAB Equity Lending Risk Disclosure document
NAB Equity Lending Facility Terms
NAB Equity Lending Approved Investment List
NAB Equity Lending Interest Rates
Cash Management Account Product Disclosure Statement
Financial Services Guide

Has agreed checked (Hidden field)?

Yes

I agree

Yes

Application details

Applicant type

Number of individual applicants

Number of directors

Do you currently use a broker?

Yes

Broker name

Other broker

Will you be using nabtrade to trade shares

Yes

Trading account number

If you have a promotion code enter it here

Application Type: Individual (Applicant 1)

Personal details

Title

Other title

First name

Middle name

Surname

Date of birth

Eg. 1st January 1980 would be 01/01/1980

Occupation

Employer name

Address details

Residential address

Is your home address different from your postal address?

Yes

Postal Address

Contact details

Best contact number

Work phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Home phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Mobile

Please enter your 10 digit mobile number with no spaces

International phone

Email address

Tax File Number (TFN) notification - Applicant 1

The collection and use of TFNs is strictly regulated by the tax laws and the Privacy Act. It is not an offence not to quote your TFN, however, if you do not provide it, tax may be deducted from your dividends and distributions at the highest marginal tax rate. If you require further information on the use and collection of TFNs, contact your tax adviser or the Australian Taxation Office. If you quote your TFN you authorise each of National Australia Bank Limited and National Margin Services Pty Ltd as your agent to provide your TFN details as provided to investment bodies in connection with the Facility. To avoid doubt this authority extends to the provision of your TFN to the relevant investment body for further investments in connection with the Facility. This authority is to apply until such time as it is revoked in writing to us.

Tax File Number

If you are a non-resident for Australian taxation purposes then interest, dividends and royalties paid to you from an Australian source may be subject to withholding tax

Tick the box if you are a non-resident for Australian taxation purposes

I am a non-resident for Australian taxation purposes

Are you a tax resident of a country other than Australia?

Yes

As you have indicated that the entity is a tax resident of a country other than Australia, please provide their tax identification number (TIN) or equivalent below. If a TIN is not provided, please list of the the three reasons specified (A, B or C) for not providing a TIN and in the case of Reason B provide an explanation why the TIN could not be obtained. If the entity is a tax resident of more than one other country, please list all relevant countries below.

As part of the ‘know your customer’ requirements of the Anti-Money Laundering Act (AML), Foreign Account Tax Compliance Act (FATCA), and Common Reporting Standard (CRS) obligations, we need to collect and validate the information outlined below.

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Application Type: Individual (Applicant 2)

Personal details

Title

Other title

First name

Middle name

Surname

Date of birth

Eg. 1st January 1980 would be 01/01/1980

Occupation

Employer name

Address details

Residential address

Is your home address different from your postal address?

Yes

Postal Address

Contact details

Best contact number

Work phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Home phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Mobile

Please enter your 10 digit mobile number with no spaces

International phone

Email address

Tax File Number (TFN) notification - Applicant 2

Tax File Number

If you are a non-resident for Australian taxation purposes then interest, dividends and royalties paid to you from an Australian source may be subject to withholding tax

Tick the box if you are a non-resident for Australian taxation purposes

I am a non-resident for Australian taxation purposes

Are you a tax resident of a country other than Australia?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Are you a tax resident of more than one other country?

Yes

Please select country of residency

TIN

Please enter your Taxpayer Identification Number (TIN)

Reason Code

Reason Code B explanation

Please enter a valid TIN or Reason Code

Tin Reason Filled -- hidden

Income Expense

Income details

If not applicable, please put 0

Applicant 1
(Monthly)

Applicant 2
(Monthly)

Salary (net) *

Rental income (net) *

Investment income (including dividends and interest) *

Other income *

Total income

Expense details

If not applicable, please put 0

Applicant 1
(Monthly)

Applicant 2
(Monthly)

Mortgage payments (residential) *

Mortgage payments (investment property) *

Rental payments *

Loan/other payments *

Credit or store card payments *

Existing margin loan repayments *

Other living expenses *

Total expenses

Income details

If not applicable, please put 0

Applicant 1
(Monthly)

Salary (net) *

Rental income (net) *

Investment income (including dividends and interest) *

Other income *

Total income *

Applicant 2
(Monthly)

Salary (net) *

Rental income (net) *

Investment income (including dividends and interest) *

Other income *

Total income

Expense details

If not applicable, please put 0

Applicant 1
(Monthly)

Mortgage payments (residential) *

Mortgage payments (investment property) *

Rental payments *

Loan/other payments *

Credit or store card payments *

Existing margin loan repayments *

Other living expenses *

Total expenses *

Applicant 2
(Monthly)

Mortgage payments (residential) *

Mortgage payments (investment property) *

Rental payments *

Loan/other payments *

Credit or store card payments *

Existing margin loan repayments *

Other living expenses *

Total expenses

Assets

For more than one applicant, please consolidate your asset values for the questions below.

What you own

If not applicable, please leave blank. At least one asset class must be entered.

% owned

Residential property

% owned

Investment properties

% owned

Motor vehicles

% owned

Existing share portfolio (not including superannuation)

% owned

Cash

% owned

Share of company/business (if any)

Other assets

Total assets *

Liabilities

For more than one applicant, please consolidate your liability values for the questions below.

What you owe

If not applicable, please leave blank.

Residential property mortgage

Investment property mortgage

Car loans

Existing margin loans limit

Credit/store cards limit

Other loans

Other liabilities

Total liabilities

Have you taken, or will you be taking, out a loan to fund the equity contribution for this margin loan?

Yes

Amount borrowed

Was the loan, or will the loan be, secured against your primary residential property

Yes

Refinance Instruction

Refinance details

Are you transferring an existing margin loan from another margin lender?

Yes

Name of existing Margin Lender

Loan in the name of

Account number / reference

Facility Details

Details

Requested facility limit

The minimum facility limit is $20,000

This will be a variable rate loan. If you wish to set up a fixed rate loan please discuss this with your account manager upon loan approval

How would you like your dividends handled?

Will a guarantor be providing third party security?

Yes

NAB Equity Lending will contact you to collect additional information

Would you like to nominate an Authorised Representative on your facility?

Yes

Direct credit request

Please indicate which bank account you would like credited

Account name

BSB

Please enter a valid BSB number

Account number

Name of financial institution

Address of financial institution

Interest payment instructions

How would you prefer to pay your monthly interest?

Capitalised to your margin loan

Debited from a nominated bank account

Direct Debit Authority

By agreeing to the terms of this application in Step 1, applicants have agreed to the terms and conditions of the Direct Debit Request Service Agreement.

Request and Authority to debit the account named below to pay National Australia Bank Limited.

Financial institution details

Account name

BSB

Please enter a valid BSB number

Account number

Name of financial institution

Bank address

Authorised Person Details

First authorised representative

Personal details

Title

Other title

First name

Middle name

Surname

Date of birth

Eg. 1st January 1980 would be 01/01/1980

Occupation

Employer name

Address details

Residential address

Is your home address different from your postal address?

Yes

Postal Address

Contact details

Best contact number

Work phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Home phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Mobile

Please enter your 10 digit mobile number with no spaces

International phone

Email address

Second authorised representative

Personal details

Title

Other title

First name

Middle name

Surname

Date of birth

Eg. 1st January 1980 would be 01/01/1980

Occupation

Employer name

Address details

Residential address

Is your home address different from your postal address?

Yes

Postal Address

Contact details

Best contact number

Work phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Home phone

Please include your area code (e.g. 02, 03, 07, 08) with no spaces

Mobile

Please enter your 10 digit mobile number with no spaces

International phone

Email address

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