The Application for Finance. Please refer to the checklist on page 42 to ensure you complete all required sections.
The 'Reference from an Acceptable Referee' (s.21) form (page 53). Each Borrower, Authorised Representative and Third Party Security Owner must complete this form.
Any supporting documentation required.
Return the above documents to your financial adviser or directly to Macquarie Investment Lending:
Macquarie Investment Lending
GPO Box 4294
Sydney NSW 1164
What happens next?
Your loan application will be processed within 48 hours provided all relevant sections have been completed and signed and all supporting documentation has been received. Please refer to the checklist on page 42 to ensure you complete all required sections.
Your loan will commence from the time of approval.
Once your loan is approved, we will send you the relevant forms so you can pledge existing shares and managed funds or deposit cash as the initial security for your loan (unless you have elected to use Third Party Security in Section 13 of the Application for Finance). These forms are also available to download from Forms.
Once we receive your initial security, we will activate your loan and you can begin investing immediately. Find out more about managing your investment.
We will also send you a Macquarie Access Code (MAC) and password so you can log on to GearUp, our secure client-service website, where you can safely and easily monitor all aspects of your loan and portfolio information at any time.
The Macquarie Margin Loan is offered by Macquarie Bank Limited ABN 46 008 583 542, AFSL No. 237502 ("Macquarie"). Full terms and conditions are set out in the relevant loan contracts. Fees, charges and government taxes are payable.
