Loan Advance

• Use this form to arrange cash withdrawals from your Suncorp Bank margin lending facility.

Margin Lending Direct Debit Request

• Debit your monthly interest charges directly from your bank account. In completing the direct debit form request you are accepting the terms and conditions of the Direct Debit Request Service Agreement

Cash Management Trust Account

• Complete this form if you would like to open a Cash Management Trust ("CMT") account. Cash in your CMT account earns interest and can be used as security against your loan at an LVR of 100%.

Fixed Loan Nomination Form

• If you wish to fix your loan and prepay your interest complete and return this form.

Tax File Number or Australian Business Number Form

• Complete this form if you wish to provide your Tax File Number or Australian Business Number and have not already done so. Please note, you do not have to provide these details but if you choose not to, tax may be charged on your Cash Management Trust Account at the highest marginal rate plus the Medicare levy.

Margin Loan Security

Share Transfer 

• To transfer issuer or chess sponsored shares into your Suncorp Bank Margin Loan, please complete a Share Transfer form.

Managed Fund Standard Transfer Form

• To transfer your existing or additional managed funds into your Suncorp Bank Margin Loan, please complete a Managed Funds Standard Transfer Form

Managed Funds Investment

• To make an investment in managed funds using your margin loan or your savings gearing loan, please complete a Managed Funds Investment form

Managed Fund Redemption Request

• Complete and return this form if you wish to sell part or all your managed fund investment(s).

Off Market Transfer Form

• For all off market transfers, please complete the Off Market Transfer Form.

Loan Details

Change of Details

• Please use this form to ensure we have the correct and most up-to-date contact details for you.

Authorised Signatory

• Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility in all matters as if they were you, or, if you wish to change/revoke this authority.

Nominated Adviser

• Complete this form to add,change or remove an adviser on your margin loan facility.

Account Closure Form

• If you wish to terminate your margin loan account with us, please complete this form.

Issuer Sponsored Shares

Issuer Sponsored Shares Change of Address Notification

• Complete this form if your Issuer Sponsored shares are registered in a different name to that on your Margin Loan application.

Issuer Sponsored Shares Change of Name Correction and Indemnification

• Complete this form if your Issuer Sponsored shares are registered to a different address to that on your Margin Loan application.

Application Forms

Credit Assessment Application Form

• If you require a credit assessment (as the borrower or a guarantor) please complete and return this form to us

Refinance Authority

• If you would like to refinance your existing margin lending facility into a Suncorp Bank margin lending facility, please complete a Refinance Authority. Please note that if you are a new customer you will need to complete a Suncorp Bank Margin Loan application form. A Refinance Authority will not be actioned if the refinance amount is above your credit limit on your Suncorp Bank Margin Loan.

For all other application forms, please see our Application Forms page.