Share Trading with a Margin Loan
For the uncomplicated management of your investments, and a seamless trading experience, link your Margin Loan to your Suncorp Share Trade account and enjoy a range of benefits.
Need help? Call 1800 805 972 or email firstname.lastname@example.org
By combining a Suncorp Bank Margin Loan and a Suncorp Share Trade account, you’ll have access to:
- A platform providing seamless integration between your Suncorp Bank Margin Loan and Suncorp Share Trade account.
- Additional funds to increase your portfolio size.
- Trade and settle online using your using your Suncorp Bank Margin Loan account with straight-through processing at no extra charge.
- Margin Lending & security details, market news and educational material all in one convenient location.
- Settle trades directly to your margin loan with your portfolio details updated almost instantly.
- Competitive interest and brokerage rates.
See the Share Trade website for information on the features and benefits of Suncorp Share Trade.
How to Apply
How to Apply
For Individual Borrowers and Joint Individual Borrowers only to apply for the following accounts:
- Suncorp Bank Margin Loan
- Suncorp Share Trade
To apply, please complete and return the Suncorp Bank Margin Loan and Linked Suncorp Share Trade Account Application Form.
If you are refinancing from another lender please complete and return a Refinance Authority with your application.
Please note: If your Margin Loan Application is approved, we will proceed to open both a Suncorp Share Trade account and Suncorp Bank Margin Loan. These accounts will be linked so you may trade and access your Margin Loan via your Suncorp Share Trade Account. For more information on the benefits of using a Suncorp Share Trade account with your Suncorp Bank Margin Loan, see our Trading with your Margin Loan page.
If you have any questions regarding your Margin Loan please contact the Account Management Team on 1800 805 972, Monday to Friday 8:00am – 6:00pm Sydney time.
If you have any questions regarding your Linked Share Trade Account, please contact Client Services on 1300 156 299.
You must read the following documents before applying.
Suncorp Bank Margin Loan
Suncorp Share Trade
Click here for all other Forms and Documents.
Suncorp Share Trade is a service provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL No. 246381, a Participant of the ASX Group (“CMC Markets Stockbroking”) at the request of Suncorp-Metway Ltd ABN 66 010 831 722, AFSL 229882 (“Suncorp Bank"). For a copy of the terms and conditions relating to the Suncorp Share Trade service and the Financial Services Guides for CMC Markets Stockbroking or Suncorp Bank (or other relevant disclosure documents), contact us on 1300 156 299 or via email at email@example.com. Neither CMC Markets Stockbroking nor Suncorp Bank are representatives of each other. To the extent permitted by law, Suncorp Bank will not guarantee or otherwise support CMC Markets Stockbroking’s obligations under the contracts or agreements connected with the Suncorp Share Trade service. Margin loans are provided by Suncorp Bank. You should read the relevant Suncorp Bank Margin Lending Product Disclosure Statement before you make any decision regarding this product. The Suncorp Bank margin loan is also subject to standard terms and conditions.
The information contained on this page is provided by representatives of Suncorp-Metway Ltd. Any information given has been offered without taking into account your particular objectives, financial situation or needs. For that reason, before acting on the information, you should consider the appropriateness of the information in regard to your own situation. You should contact a lender, accountant, tax or financial advisor for advice specific to your individual circumstances.
All products are available to approved applicants only. Terms and conditions apply and are available on request. Fees and charges apply. Please read the applicable Product Disclosure Statement before making any decisions about a product. Contact us for a copy on 13 11 75.
You must read the relevant Product Disclosure Statement for the Suncorp Bank margin loan product before you make any decision regarding this product. You can obtain the Product Disclosure Statement here. The Suncorp Bank margin loan is also subject to standard terms and conditions that can be viewed here.
Terms used on this website that are defined in the margin loan Product Disclosure Statement or the standard terms and conditions for the Suncorp Bank margin loan have the same meaning when used on this website.
You should seek advice from your tax adviser, accountant and financial adviser in relation to your particular circumstances and the financial and tax implications of the Suncorp Bank margin loan product.