Skip to main content Skip to main navigation
Skip to access and inclusion page Skip to search input

Westpac Margin Loan Forms

Forms to arrange an investment transaction

Requirement Form to use

Cash Advance Request

To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. 

Cash Advance Request (PDF 678KB)

Managed Funds Transaction

To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments.

Managed Funds Transaction Form (PDF 756KB)

Forms to update your account details

Requirement Form to use

Direct Debit or Direct Credit Request

To enable Westpac Margin Lending to debit and/or credit your nominated bank account.

Direct Debit/Direct Credit Request (PDF 2MB)

Contact Details Amendments

To add or amend the contact details of a borrower or third-party security provider on your Westpac Margin Loan.

Contact Details Amendments (PDF 701KB)

Nominate or amend a Financial Adviser

To add, change or remove a financial adviser on your Westpac Margin Loan.

Nominated Financial Adviser (PDF 698KB)

Nominate an Authorised Representative

To appoint someone to operate your Westpac Margin Loan on your behalf.

Authorised Representative (PDF 770KB)

Forms to vary your security or loan

Requirement Form to use

Request a fixed interest rate

To request to fix the interest rate on your Westpac Margin Loan. Alternatively, you can sign into your account and request a fixed interest rate there.

Request a fixed interest rate (PDF 743KB)

Break Costs Fact Sheet

We recommend that you read this before entering a fixed interest rate loan contract.

Break Costs Fact Sheet (PDF 72KB)

Request a Share Transfer

To lodge or release shares to or from a Westpac Margin Loan.

Share Transfer Request (PDF 719KB)

Managed Funds Transfer Request

To lodge managed funds to your Westpac Margin Loan.

Managed Funds Transfer Request (PDF 692KB)

Transfer the legal ownership of a managed fund or listed security

To release Listed Securities or Managed Funds from your Westpac Margin Loan when there will be a change to the legal ownership

Transfer legal ownership form (PDF 126KB)

Refinance an existing Margin Loan

To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Margin Loan.

Loan Refinance Form (PDF 2MB)

Provide third party security

To provide security owned by someone other than the borrower to your Westpac Margin Loan.

Third Party Security Provider Application (PDF 762KB)

Credit Limit Variation

To apply for a credit limit increase or decrease on your Westpac Margin Loan.

Credit Limit Variation Request (PDF 790KB)

Credit Limit Variation (for wholesale clients only)

To apply for a credit limit increase or decrease on your Westpac Margin Loan – Wholesale.

Credit Limit Variation Request - Wholesale (PDF 665KB)

Repay or terminate your Westpac Margin Loan

To request a repayment or termination of your Westpac Margin Loan

Account Closure Form (PDF 681KB)

Forms for advisers

Requirement Form to use

Register an adviser or dealer group, change adviser/dealer group contact details or transfer clients

To register as a new adviser/dealer group with Westpac Margin Lending, update existing adviser/dealer group contact details or to transfer a single Westpac Margin Loan client/multiple clients between Westpac Margin Lending Advisers. Note: Advisers are unable to be added to a Westpac Online Investment Loan.

Adviser Registration and Client Transfer Form (PDF 715KB)
Add new support staff users on the Westpac Margin Lending Portal
To add new support staff users on the Westpac Margin Lending Portal. Nominated support staff users will have visibility of all clients/advisers under the adviser/dealer group listed on the form.
Support Staff Access Request (PDF 674KB)

Westpac Online Investment Loan Forms

Forms to arrange an investment transaction

Requirement Form to use

Cash Advance Request

To advance funds or transfer a credit balance from your Westpac Online Investment Loan to an external bank account. 

Cash Advance Request (PDF 624KB)

Managed Funds Transaction

To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments.

Managed Funds Transaction Form (PDF 111KB)

Forms to update your account details

Requirement Form to use

Direct Debit or Direct Credit Request

To enable Westpac Margin Lending to debit and/or credit your nominated bank account.

Direct Debit/Direct Credit Request (PDF 702KB)

Contact Details Amendments

To add or amend the contact details of a borrower or third-party security provider on your Westpac Online Investment Loan.

Contact Details Amendments (PDF 634KB)

Nominate an Authorised Representative

To appoint someone to operate your Westpac Online Investment Loan on your behalf.

Authorised Representative (PDF 681KB)

Forms to vary your security or loan

Requirement Form to use

Request a fixed interest rate

To request to fix the interest rate on your Westpac Online Investment Loan.

Request a fixed interest rate (PDF 694KB)

Break Costs Fact Sheet

We recommend that you read this before entering a fixed interest rate loan contract.

Break Costs Fact Sheet (PDF 87KB)

Request a Share Transfer

To lodge or release shares to or from a Westpac Online Investment Loan.

Share Transfer Request (PDF 652KB)

Lodge Managed Funds

To lodge managed funds to your Westpac Online Investment Loan.

Lodge Managed Funds (PDF 692KB)

Refinance an existing Margin Loan

To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Online Investment Loan.

Loan Refinance Form (PDF 123KB)

Provide third party security

To provide security owned by someone other than the borrower to your Westpac Online Investment Loan.

Third Party Security Provider Application (PDF 669KB)

Credit Limit Variation

To apply for a credit limit increase or decrease on your Westpac Online Investment Loan.

Credit Limit Variation Request (PDF 1MB)

Repay or terminate your Westpac Margin Loan

To request a repayment or termination of your Westpac Online Investment Loan. 

Account Closure Form (PDF 661KB)

Westpac Margin Loan Separately Managed Account (SMA) forms

Requirement Form to use

SMA – Additional Investment

To make additional investments into your geared SMA account on your Westpac Margin Loan. 

SMA – Additional Investment Form (PDF 681KB)

SMA – Investment and loan termination

To de-link, repay and/or terminate your SMA account and your Westpac Margin Loan.

SMA – Investment and loan termination Form (PDF 724KB)

SMA – Partial redemption

To partially sell investments in your SMA account.

SMA – Partial redemption Form (PDF 679KB)

SMA – Authority to link

To link a Praemium SMA account to a Westpac Margin Loan.

SMA – Authority to link Form (PDF 688KB)

SMA – Lodging shares

To transfer additional shares into your geared SMA account.

SMA – Lodging shares Form (PDF 709KB)

SMA – Holding lock

To place a holding lock on a particular security in your geared SMA account.

SMA – Holding lock Form (PDF 698KB)

SMA – regular gearing

To amend, cancel, or suspend regular gearing on an SMA account.

SMA – Regular Gearing Form (PDF 684KB)