Payments to/from your margin loan
Transferring to/from your margin loan
- Share Transfer Authorisation (PDF 224kB)
- Managed Funds Application/Lodgement Authorisation (PDF 220kB)
- Managed Funds Redemption (PDF 160kB)
Changing your details
Changing the features of your margin loan
- My Portfolio registration
- Use E*TRADE as your broker
- Fixed Interest Loan Authorisation (PDF 612kB)
- Transfer to the Diversified feature (PDF 324kB)
- Credit limit increase request (PDF 268kB)
- Change of broker/financial adviser (PDF 128kB)
- Regular Geared Savings Plan - changing your contribution amount (PDF 316kB)
Download the Investment Lending Statement Guide (PDF 1.10MB) to assist you in understanding our new statements.
Leveraging a share portfolio is fast becoming a popular wealth creation strategy. However, you should be aware that whilst leveraging into investments increases the potential return, it is important to recognise that it can also multiply the effects of falls in sharemarket values. We therefore strongly advise you talk to your financial planner, tax adviser and/or stockbroker and ensure you understand the risks, the specific tax implications as well as the legal and financial ramifications of a share investment lending facility.
The information provided is general in nature only and has not been prepared taking into consideration your particular needs, circumstances or objectives. Before acting upon advice, you should consider whether it is appropriate for you. ANZ recommends you read the ANZ Share Investment Loan Product Disclosure Statement and the ANZ Investment Lending Terms and Conditions which are available by calling the Client Services Team before acquiring the product. Fees and charges apply. All ANZ Investment Lending applications are subject to ANZ’s credit approval criteria.
References to an ‘ANZ E*TRADE Share Investment Loan are references to that product or, where appropriate, to the division of ANZ that administers that product. BPAY® is registered to BPAY® Pty Ltd ABN 69 079 137 518.
The ANZ E*TRADE Online Investing service is provided by ETRADE Australia Securities Ltd (trading as “E*TRADE Australia”) (ACN 078 174 973, AFSL No.238277), an ASX and Chi-X Australia Participant. E*TRADE Australia is a subsidiary of ANZ and is a separate entity from ANZ. ANZ does not have any liability to you in respect of any information, product or service offered by E*TRADE Australia. Similarly, E*TRADE Australia does not have any liability to you in respect of ANZ’s activities and services. © 2003 E*TRADE Financial Corporation and E*TRADE Australia. All rights reserved. E*TRADE Australia does not provide investment advice to it’s clients. E*TRADE and the Asterisk Logo are registered trademarks of E*TRADE Financial Corporation or it’s subsidiaries and are used with permission.
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