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Forms

To download any of the following forms, simply click on the link.

Application and product-specific forms

Macquarie Margin Loan

Macquarie Margin Loan Brochure and Application for Finance (pdf 2Mb)
Request to increase credit limit (pdf 80Kb)
Refinance In Form (pdf 48Kb)
Refinance Out Form (pdf 48Kb)
Request to close loan facility (pdf 52Kb)

Macquarie Instalment Gearing

Application for Macquarie Instalment Gearing through your Macquarie Margin Loan (pdf 51Kb)
Application for Macquarie Instalment Gearing through your Macquarie Investment Multiplier (pdf 46Kb)
Instalment Gearing Maintenance Form (pdf 52Kb)

How to apply

Macquarie Trading Power

Macquarie Trading Power Brochure (pdf 390Kb)
Trading Power Master Deed of Priority (pdf 459Kb)

How to apply

Macquarie Hedging Power

Macquarie Hedging Power Combined Product Disclosure Statement and Financial Services Guide (pdf 680Kb)

How to apply

Macquarie Investment Multiplier

Macquarie Investment Multiplier Brochure and Application for Finance (pdf 2Mb)
Request to increase credit limit (pdf 80Kb)

Macquarie Property Access

Macquarie Property Access Loan Document and Application for Finance (pdf 610Kb)

Macquarie GEI plus

Share Selection Form (pdf 105Kb)

Macquarie Fusion® Funds

Macquarie Fusion Funds Product Disclosure Statement (pdf 2Mb)
Macquarie Fusion Funds November 2006 Series - Interest and Put Protection Fee Loan Application Form (pdf 238Kb)
Macquarie Fusion Funds June 2007 Series - Interest and Put Protection Fee Loan Application Form (pdf 238Kb)
Macquarie Fusion Funds November 2007 - Interest Loan Application Form (pdf 85Kb)
Macquarie Fusion Funds Notice to Redeem Form (pdf 55Kb)
Macquarie Fusion Funds Notice to Redeem Form - June 2003 only (pdf 80Kb)

Macquarie 100% Investment Loan

Macquarie Interest Prepayment Loan

Macquarie Interest Prepayment Loan Brochure and Application Form (pdf 275Kb)

How to apply

Macquarie CPF Instalment Receipts

Financial Services Guide for Bond Street Custodians Limited dated 19 April 2007 (pdf 61Kb)

Term Deposits

Term Deposit Pledge form (114Kb)
Term Deposit Redemption form (113Kb)
Term Deposit Adviser Consent form (105Kb)

Cash Management Trust

CMT Fund Pledge form for Macquarie Margin Loan (pdf 136Kb)
CMT Redemption form (149Kb)

Maximiser+

Maximiser+ Notice to Redeem form (pdf 75Kb)

General forms

Change to details

Change of address and contact details (pdf 62Kb)
Nominating (or changing) bank account details (pdf 82Kb)
Change of adviser (pdf 70Kb)

Share transfer forms

Transfer in broker sponsored holdings (pdf 100Kb)
Transfer in issuer sponsored holdings (pdf 62Kb)
Transfer out broker sponsored holdings (pdf 98Kb)
Transfer out issuer sponsored holdings (pdf 48Kb)

Managed funds forms

GearUp forms

Adviser GearUp Registration form (pdf 165Kb)
Client GearUp Registration form (pdf 147Kb)

General forms

Funds transfer request form (pdf 60Kb)
International Telegraphic transfer of funds request form (pdf 141Kb)
Adviser authority form (pdf 80Kb)
S.21 form (pdf 85Kb)
Notification of Tax File Number form (297Kb)
Appointment of Authorised Representative form (172Kb)

Adviser forms (adviser-use only)

Update adviser contact details (pdf 48Kb)

Forms

© 2008 Macquarie Bank Limited ABN 46 008 583 542

Where we provide any advice on this website, it has been prepared without considering your objectives, financial situation or needs. Before acting on any advice on this website, you should consider its appropriateness to your circumstances and, if a current offer document is available, read the offer document before acquiring products named on this website.

Past performance of any product described on this site is not a reliable indication of future performance.

Other than Macquarie Bank Limited ABN 46 008 583 542 (MBL), any Macquarie Group entity noted on this page is not an authorised deposit-taking institution for the purposes of the Banking Act 1959 (Commonwealth of Australia). That entity's obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of that entity, unless noted otherwise.