Westpac Margin Lending - Forms & Resources

Cash Advance Request

To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. 

Managed Funds Transaction

To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments.

Direct Debit or Direct Credit Request

To enable Westpac Margin Lending to debit and/or credit your nominated bank account.

Contact Details Amendments

To add or amend the contact details of a borrower or third-party security provider on your Westpac Margin Loan.

Nominate or amend a Financial Adviser

To add, change or remove a financial adviser on your Westpac Margin Loan.

Nominate an Authorised Representative

To appoint someone to operate your Westpac Margin Loan on your behalf.

Confirm details for existing Authorised Representatives

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

Request a fixed interest rate

To request to fix the interest rate on your Westpac Margin Loan. Alternatively, you can sign into your account and request a fixed interest rate there.

Break Costs Fact Sheet

We recommend that you read this before entering a fixed interest rate loan contract.

Request a Share Transfer

To lodge or release shares to or from a Westpac Margin Loan.

Managed Funds Transfer Request

To lodge managed funds to your Westpac Margin Loan.

Transfer the legal ownership of a managed fund or listed security

To release Listed Securities or Managed Funds from your Westpac Margin Loan when there will be a change to the legal ownership

Refinance an existing Margin Loan

To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Margin Loan.

Provide third party security

To provide security owned by someone other than the borrower to your Westpac Margin Loan.

Credit Limit Variation

To apply for a credit limit increase or decrease on your Westpac Margin Loan.

Credit Limit Variation (for wholesale clients only)

To apply for a credit limit increase or decrease on your Westpac Margin Loan – Wholesale.

Repay or terminate your Westpac Margin Loan

To request a repayment or termination of your Westpac Margin Loan

Register an adviser or dealer group, change adviser/dealer group contact details or transfer clients

To register as a new adviser/dealer group with Westpac Margin Lending, update existing adviser/dealer group contact details or to transfer a single Westpac Margin Loan client/multiple clients between Westpac Margin Lending Advisers. Note: Advisers are unable to be added to a Westpac Online Investment Loan.

Cash Advance Request

To advance funds or transfer a credit balance from your Westpac Online Investment Loan to an external bank account. 

Managed Funds Transaction

To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments.

Direct Debit or Direct Credit Request

To enable Westpac Margin Lending to debit and/or credit your nominated bank account.

Contact Details Amendments

To add or amend the contact details of a borrower or third-party security provider on your Westpac Online Investment Loan.

Nominate an Authorised Representative

To appoint someone to operate your Westpac Online Investment Loan on your behalf.

Request a fixed interest rate

To request to fix the interest rate on your Westpac Online Investment Loan.

Break Costs Fact Sheet

We recommend that you read this before entering a fixed interest rate loan contract.

Request a Share Transfer

To lodge or release shares to or from a Westpac Online Investment Loan.

Lodge Managed Funds

To lodge managed funds to your Westpac Online Investment Loan.

Refinance an existing Margin Loan

To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Online Investment Loan.

Provide third party security

To provide security owned by someone other than the borrower to your Westpac Online Investment Loan.

Credit Limit Variation

To apply for a credit limit increase or decrease on your Westpac Online Investment Loan.

Repay or terminate your Westpac Margin Loan

To request a repayment or termination of your Westpac Online Investment Loan. 

SMA – Additional Investment

To make additional investments into your geared SMA account on your Westpac Margin Loan. 

SMA – Investment and loan termination

To de-link, repay and/or terminate your SMA account and your Westpac Margin Loan.

SMA – Partial redemption

To partially sell investments in your SMA account.

SMA – Authority to link

To link a Praemium SMA account to a Westpac Margin Loan.

SMA – Lodging shares

To transfer additional shares into your geared SMA account.

SMA – Holding lock

To place a holding lock on a particular security in your geared SMA account.

SMA – regular gearing

To amend, cancel, or suspend regular gearing on an SMA account.