Apply Now
Applying for your margin loan is simple. Download a brochure that explains the mechanics, outlines terms and conditions and contains an application form for either a normal margin loan or a regular contribution margin loan.
| Brochure |
Size |
Download PDF |
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CommSec Margin Loan:
Boost your investment power with everything the self directed investor needs to know about a margin loan including lending ratios, credit limits, building your portfolio, margin calls and risk management.
Note: Updated Terms and conditions are included in the downloadable PDF.
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234KB |
Download |
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CommSec Margin Loan PDS:
This PDS is a summary of significant information about a CommSec Margin Loan and contains references to important information about the product.
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314KB
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Download |
CommSec FSG:
The Financial Services Guide ("FSG") provides information about Commonwealth Securities to help you decide whether to use the financial services we offer.
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586KB
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Download |
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Approved Shares:
Choose from around 400 ASX-listed shares on our approved margin loan share list.
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41KB |
Download |
Approved Funds:
Choose from over 800 local and international managed funds on our approved managed funds list.
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213KB |
Download |
Fixed and Variable Interest Rates:
Interest rates can be fixed or variable and fixed rate levels on our margin loans range from
a three-month to a five-year rate.
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34KB |
Download |
Fees and Charges:
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945KB |
Download |
View Brokerage Rates:
Brokerage rates vary between internet and phone execution and are priced according to the size of your trade.
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1633KB |
Download |
| Administrative Forms |
Size |
Download PDF |
Fixed Loan Request Form:
Change some or all of your loan to a fixed rate. |
240KB |
Download |
Direct Debit Request Form:
Change your banking instruction for your Loan Account. |
218KB |
Download |
Credit Limit Increase Application Form:
Request an increase in your credit limit. |
30KB |
Download |
Refinance Request Form:
Refinance a loan from another margin lender. |
36KB |
Download |
Request for Broker to Broker Transfer Form:
Move stock from another broker to CommSec. |
108KB |
Download |
Appointment of Authorised Agent Form:
Authorise another person to act on your behalf on your account. |
83KB |
Download |
Loan Closure & Repayment Form:
Repay and/or close your margin loan. |
72KB |
Download |
Off Market Transfer Form:
Transfer a holding of shares from one party to another without buying and selling on the market. |
4258KB |
Download |
Change of Address Form:
Update your address details with CommSec. |
62KB |
Download |
Funds Lodgement and Statutory Declaration Form:
Lodge both new and existing managed fund investments as security on your CommSec Margin Loan. |
143KB |
Download |
Contact us
To speak with one of our Client Service Officers contact us on:
| Phone: |
13 17 09 (8am to 8pm, Sydney time, Monday to Friday) or
+61 2 9115 1402 (when calling from outside Australia).
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Email:
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marginloan@commsec.com.au |