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St George Margin Lending Forms

All completed St George Margin Lending applications and forms should be forwarded to directly to St George at the address specified on the form.

If you have an existing St George Margin Loan, access the 2020 DIRECTINVEST discount by completing our Fund Broker Nomination Form forward to our office for processing:
2020 DIRECTINVEST
Reply Paid 85514
Sydney NSW 2000

Fax (02) 8273 2010
Important Notice
 
Changes to St George Margin Loans have been made to comply with new legislation. Please click here to find out what's changing for NEW and EXISTING customers.

St George Margin Lending Brochure & Application
St George Margin Lending Brochure & Application
Acceptable Securities List
Refinance Form: refinance an existing loan to St George
Savings Gearing Plan: Apply for a savings gearing loan on your existing loan
Managed Fund Transfer Form: to provide existing managed funds as security for your loan
Share Transfer Form: lodge Issuer or CHESS sponsored shares to your loan facility
Fixed Rate Form: to fix your loan and prepay interest
Direct Debit Request Form: debit monthly interest charges from your bank account
Drawdown Request Form: cash withdrawals from your loan
2020 DIRECTINVEST Broker Form: access the 2020 discount on your existing St George loan

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