Forms, guides and tools
As the professional's choice, Leveraged is dedicated to supporting our adviser partners. We seek to understand what’s important to our partner businesses and help you implement solutions to increase revenue, reduce costs, and mitigate risk.
Here you'll find important materials to guide you through our processes so you can implement your advice with minimal fuss.
|Adviser change of address and contact details||Update your address, change your contact details and confirm your preferred method for a margin call notification|
|Adviser Leverage Online registration||Register for access to the Leverage Online service to monitor facilities and portfolios|
|Margin Loan Application Form||You can begin to Pre-Fill a Margin Loan application on behalf of your client using the Leveraged Online Application service.|
|Investment Funds Multiplier Application Form||You can begin to Pre-Fill an Investment Funds Multiplier application on behalf of your client using the Leveraged Online Application service.|
|Adviser Leverage Online user guide||A tool to help licensed advisers and dealer groups navigate through the Leverage Online service|
|Online application quick reference guide||This user guide has been created to help you navigate through the online application process|
|Leveraged capabilities||Reasons to choose Leveraged, with a quick reference guide listing our products and features|
|North process flow||A summary of the process flow when applying for a Margin Loan or|
Investment Funds Multiplier and North Investment account
|Gearing Projector||Downloads a spreadsheet which projects gearing outcomes based on assumptions|
|Margin Loan Draft SOA Content||This document provides general information that may be used by an AFSL Authorised Representative to develop a Statement of Advce when recommending the Leveraged Equities Margin Loan Facility|
|IFM Draft SOA Content||This document provides general information that may be used by an AFSL Authorised Representative to develop a Statement of Advice when recommending the Leveraged Equities Investment Funds Miu Facility|