Westpac Margin Lending Acceptable Securities List
A loan to value (LVR) is assigned to each security in our Acceptable Securities Lists. The LVR is the percentage of the security’s market value we will lend you. Westpac Margin Lending will generally lend between 30% and 75% of the market value of each security in our Acceptable Securities Lists.
Acceptable Securities List
Acceptable Listed Securities (PDF 265KB) – Effective 12 August 2024
Acceptable Managed Funds (PDF 673KB) – Effective 12 August 2024
Acceptable Managed Accounts/Platforms (PDF 156KB) – Effective 12 August 2024
Acceptable International Listed Securities (PDF 98KB) – effective 12 August 2024
View the latest loan to value ratio changes (PDF 51KB) – Effective 12 August 2024
Things you should know
BT Securities Limited ABN 84 000 720 114 and Westpac Banking Corporation ABN 33 007 457 141 are together the issuers of the Westpac Margin Lending Margin Loan - Product Disclosure Statement ('PDS'). This information has been prepared without taking into account your personal objectives, financial situation or needs so, before acting on it, you should consider its appropriateness in regard to these factors. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and can be obtained by phoning 1800 816 222 or online at www.westpac.com.au.