Variations to terms and conditions applied to loan accounts effective 9 November 2023.
The Terms and Conditions have been varied for the following products and associated additional features (as applicable) offered by Leveraged Equities Limited (ABN 26 051 629 282, AFSL 360118) as Lender:
Loans
- Leveraged Equities Margin Loan;
- Leveraged Equities Investment Funds Multiplier;
- Leveraged Equities Direct Investment Loan;
- Leveraged Equities Share Investment Loan; and
- Ord Minnett Margin Loan.
Additional features
- Short Plus Agreement; and
- Exchange Options Plus Agreement
The variation of these terms and conditions is in response to legislative and other changes, and will come into effect on 9 November 2023.
As a Borrower or Guarantor, you can download a copy of the varied terms and conditions by clicking on the specific product links or contact our team 1300 307 807 if you would like a copy of the varied terms and conditions sent to you. Note that we have made amendments to the Revised Terms and Conditions that are administrative or minor or correct an omission. These changes are not unfavourable to the Borrower or Guarantor and can be found below:
Sample customer communication
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Leveraged Share Investment Loan Borrower Noticepdf, 220 KB
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Leveraged Share Investment Loan Guarantor Noticepdf, 208 KB
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Leveraged Margin Loan Investment Funds Multiplier and Direct Investment Loan Borrower Noticepdf, 185 KB
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Leveraged Margin Loan Investment Funds Multiplier and Direct Investment Loan Guarantor Noticepdf, 186 KB
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Ord Minnett Margin Loan Borrower Noticepdf, 183 KB
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Ord Minnett Margin Loan Guarantor Noticepdf, 198 KB
Date of notice: 5 October 2023
Date of correction (where applicable): 6 October 2023