Access all the forms required to manage and transact on your loan account.
Online application forms
Margin Loan and Investment Funds Multiplier forms
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Leveraged Change of Address Contact and Margin Call Notification Detailspdf, 572 KB
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Leveraged Change of Namepdf, 564 KB
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Leveraged Nominate Broker or Financial Adviserpdf, 587 KB
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Leveraged Nominate and Revoke Authorised Personpdf, 1.3 MB
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Leveraged Change Bank Account Detailspdf, 673 KB
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Leveraged Removal of Guarantorpdf, 662 KB
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Leveraged Solicitors Trust Opinionpdf, 578 KB
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Leveraged Accountants Declarationpdf, 122 KB
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Australian Standard Transfer Formpdf, 499 KB
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Leveraged Notification of Tax File Numberpdf, 1.2 MB
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Leveraged Direct Credit of Dividends and Distributionspdf, 577 KB
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Leveraged Managed Fund Pledgepdf, 577 KB
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Leveraged Managed Fund Redemption, Switch or Release Instructionspdf, 1.3 MB
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Leveraged Security Transfer Margin Loanpdf, 157 KB
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Leveraged Nominate or Maintain a Platformpdf, 134 KB
Direct Investment Loan forms
Get in touch
Phone
1300 307 807
+61 2 8282 8282 (If calling from overseas)
8:30am - 5:30pm AEST/AEDT
Monday - Friday
Online
Send us an online enquiry or email customerservice@leveraged.com.au
GPO Box 5388,
Sydney, NSW, 2001
Things you should know
The Leveraged Equities Margin Loan, Investment Funds Multiplier and Direct Investment Loan are issued by Leveraged Equities Limited (ABN 26 051 629 282, AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178, AFSL 237879). The information on this website contains general advice only and does not take into account your personal objectives, financial situation or needs. This information does not constitute financial or tax advice. We recommend that you obtain your own independent professional and tax advice on the risks and suitability of this type of investment and to determine whether your interest costs will in fact be fully deductible in the current financial year in your particular circumstance. Terms, conditions, fees, charges and normal lending criteria apply.
Please consider your personal circumstances, consult a professional financial adviser and read the Product Disclosure Statement and Incorporated Statements (together, the 'PDS') and Product Guide, together with the terms and conditions applying to the product or service, before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit the individual product pages on this website, or contact your financial adviser. Not available for a self-managed superannuation fund.