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NAB Margin Loan forms

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 ApplicationApply online
Loan ApplicationPDF - 1114KB
Facility TermsPDF - 403KB
Product Disclosure StatementPDF - 820KB
Cash Management Account PDSPDF - 293KB
NAB Margin Loan new guarantor application formPDF - 888KB
NAB Financial Services Guide 

NAB Margin Loan change of name/addressPDF - 211KB
NAB Margin Loan managed fund redemption instruction formPDF - 215KB
NAB Margin Loan request to increase facility formPDF - 220KB
NAB Margin Loan request to increase facility guarantor consent formPDF - 233KB
NAB Margin Loan request for advance formPDF - 214KB
NAB Margin Loan security managed funds transfer formPDF - 216KB
NAB Margin Loan Transfer Security Shares into Facility Instructions formPDF - 216KB
NAB Margin Loan close facility formPDF - 214KB
NAB Margin Loan establish instalment gearing formPDF - 219KB
NAB Margin Loan managed fund application/lodgement formPDF - 213KB
NAB Margin Loan refinance instruction formPDF - 215KB
NAB Margin Loan request to change interest rate formPDF - 216KB
NAB Margin Loan request for direct debit/credit formPDF - 221KB

NAB Margin Loan financial advisor authority formPDF - 343KB
NAB Margin Loan client representation authority formPDF - 349KB
NAB Equity Lending Financial Services Company authority formPDF - 348KB
NAB Margin Loan new guarantor application formPDF - 888KB
NAB Equity Lending CRS supplementary formPDF - 668KB
NAB Margin Loan client identification formPDF - 361KB
NAB Margin Loan Supplementary Guarantor Consent formPDF - 211KB
NAB Margin Loan Guarantor Request to Limit or Remove Liability formPDF - 212KB

NAB Margin Loan brochurePDF - 1,262KB

HELP AND SUPPORT
Contact us

Email

Email

equity.lending@nab.com.au

Phone

Contact us

1300 135 145
(from outside Australia:
+61 3 8903 9912)

 

Monday - Friday
8.30am - 5.00pm (AEST/ADST)

Location

Mail

NAB Equity Lending
PO Box 5350
Melbourne VIC 3001

Fax

Fax

1300 739 923