Westpac Self-Funding Instalments
Westpac Self-Funding Instalments (Westpac SFIs) give investors leveraged exposure to ASX-listed securities with no risk of margin calls. Ordinary dividends or distributions paid on the underlying security are used to reduce the loan amount.
Westpac SFIs are no longer available to primary market applicants (Cash Applicants, Securityholder Applicants or Rollover Applicants).
If you have any queries regarding your investment in this product please speak to your financial adviser or alternatively call Investment Sales on 1800 990 107 or email firstname.lastname@example.org.
Things you should know
Any reference to taxation matters is a general statement only and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and proposed announced tax amendments. The individual situation of investors may differ and investors should seek independent professional tax advice on any taxation matters.
Westpac Banking Corporation ABN 33 007 457 141, AFSL 233714 (Westpac) is the issuer of the Westpac Self-Funding Instalments Product Disclosure Statement dated 1 July 2013 and any supplementary or replacement product disclosure statements issued from time to time ('PDS'). The PDS is no longer current and is available for historical purposes only.
This information does not take into account your personal objectives, financial situation or needs so you should consider its appropriateness having regard to these factors before acting on it.