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
Application form - Margin LoanDownload a PDF version of the Margin Loan application form. You can also apply for a Margin Loan online.
Application form - Investment Funds MultiplierDownload a PDF version of the Investment Funds Multiplier Form. You can also apply for Investment Funds Multiplier online.

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
North process flowA summary of the process flow when applying for a Margin Loan or
Investment Funds Multiplier and North Investment account

Tools

Adviser credit limit tool version 2.0Downloads a spreadsheet to complete for an indicative responsible lending assessment
Gearing ProjectorDownloads a spreadsheet which projects gearing outcomes based on assumptions

Find out more