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Apply for Westpac Protected Equity Loan

Ready to apply for a Westpac Protected Equity Loan?

Am I eligible?

Individual investors 18 years or older, companies and trusts, including trustees of Self Managed Super Funds (SMSFs), are generally eligible to a buy a Westpac PEL.

What Information do I need?

Before you apply for a Westpac PEL, you should download, read and keep a copy of the Westpac PEL Product Disclosure Statement (PDS) (PDF 1MB). Westpac Protected Equity Loan Application Form (PDF 1MB) (please read the PDS before completing).

How do I apply for a Westpac PEL?

  • Request an Indicative Term Sheet from our Tailored Equity Solutions team by calling 1800 990 107.
  • If you agree to the commercial terms set out in the Indicative Term Sheet, wish to proceed with the Westpac PEL, and consent to the delivery of the PDS online, please:
    1. Complete the Westpac PEL Application Form contained in the PDS, then
    2. Include the Indicative Term Sheet reference number (on the top right of the application form) or enclose a signed copy of the Indicative Term Sheet and return to:

    Westpac Structured Investments
    GPO Box 3297
    Sydney NSW 2001
    Facsimile (02) 9274 5083

Like to know more?

Contact your financial adviser or a member of the Tailored Equity Solutions team: