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.

Important materials

Forms

Adviser change of address and contact detailsUpdate your address, change your contact details and confirm your preferred method for a margin call notification
Adviser Leverage Online registrationRegister for access to the Leverage Online service to monitor facilities and portfolios
Margin Loan Application FormYou can begin to Pre-Fill a Margin Loan application on behalf of your client using the Leveraged Online Application service
Investment Funds Multiplier Application FormYou can begin to Pre-Fill an Investment Funds Multiplier application on behalf of your client using the Leveraged Online Application service.

Guides

Adviser Leverage Online user guideA tool to help licensed advisers and dealer groups navigate through the Leverage Online service
Online application quick reference guideThis user guide has been created to help you navigate through the online application process
Leveraged capabilitiesReasons to choose Leveraged, with a quick reference guide listing our products and features
North process flowA summary of the process flow when applying for a Margin Loan or
Investment Funds Multiplier and North Investment account

Tools

Gearing ProjectorDownloads a spreadsheet which projects gearing outcomes based on assumptions
Margin Loan Draft SOA ContentThis 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 ContentThis 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