Margin Lending Customer forms
If you would like to download any of the following forms, simply click on the link. To make a request print the form, fill in all required fields, sign and mail (or fax where allowed) to Bank of Queensland Margin Lending at the address at the bottom of the document.
Fixed Rate Interest Prepayment - June 2008
Fixed Rate Interest Prepayment Form (pdf 83KB)
Please use this form if you wish to fix and prepay the interest on your Bank of Queensland Margin Loan. Print and complete the form using the details outlined in the letter you have received from Bank of Queensland Margin Lending. Return the form by fax or post by 5.00pm (AEST), 13 June 2008. If we receive your request after this date, it will be processed on a best endeavours basis, and may not be processed before 30 June 2008.
Share Transfer Forms
Transfer in Broker Sponsored Holdings (pdf 56KB)
Please use this form if you wish to transfer broker sponsored stock into your Bank of Queensland Margin Lending facility. Submit the signed form by mail or fax.
Transfer in Issuer Sponsored Holdings (pdf 59KB)
Please use this form if you wish to transfer issuer sponsored stock into your Bank of Queensland Margin Lending facility. Submit the signed form by mail or fax.
Transfer of Stock Out (pdf 65KB)
Please use this form if you wish to transfer sponsored stock out of your Bank of Queensland Margin Lending facility. Submit the signed form by mail or fax.
Managed Funds
Managed Fund Pledges (pdf 72KB)
Please use the following form if you wish to pledge managed fund units as security for your Bank of Queensland Margin Lending facility. Submit the signed form by fax. Please do not contact the fund manager directly.
Managed Fund Redemptions (pdf 68KB)
Please use the following form if you wish to redeem (sell) units in a managed fund in your Bank of Queensland Margin Lending facility. Submit the signed form by fax. Please do not contact the fund manager directly.
Managed Fund Switches (pdf 66KB)
Please use the following form if you wish to switch units between managed funds in your Bank of Queensland Margin Lending facility. Submit the signed form by fax. Please do not contact the fund manager directly.
Instalment Gearing Maintenance Form (pdf 97KB)
Please use this form if you would like to change or suspend contributions to your Bank of Queensland Instalment Gearing facility. Submit the signed form by mail or fax.
Change to Details
Nominating (or Changing) Bank Account Details (pdf 45KB)
Please use the following form if you would like to nominate a bank account to be used for direct debit requests (interest payments, funds transfers etc). Submit by mail only - we require a signed original copy of each form in order to action your request.
Change of Adviser Details (pdf 289KB)
If your adviser has changed contact details (e.g. an address change)
or if you have changed your Adviser, please notify us in order to
ensure all correspondence is received. Submit the signed form by mail
or fax.
Change of Address (pdf 212KB)
If you have changed your address or any contact details, please notify us to ensure all correspondence is received. Submit the signed form by mail or fax.
Increase Your Facility Credit Limit (pdf 51KB)
Please use this form if you would like to request a credit limit increase on your Margin Lending facility. Submit the signed form by mail or fax. We will contact you if we require an updated financial statement from you.
General Forms
Fixed Interest Rate Request Form (pdf 99KB)
Please use this form if you wish to fix the interest rate on your Margin Loan. You can fix your interest rate for 12 months and prepay in advance or in arrears. Submit the signed form by mail or fax.
Funds Transfer Request Form (pdf 88KB)
Please use this form to request an electronic funds transfer. Submit the signed form by mail or fax.
Feedback Form (pdf 78KB)
Please use this form if you want to make a suggestion, pay a compliment or raise an issue. Submit the signed form by mail or fax.
Account Close (pdf 55KB)
Please use this form if you wish to close your Bank of Queensland Margin Lending facility. Submit the signed form by mail or fax.
Refinance Out (pdf
22KB)
Please use this form if you wish to refinance your Bank of Queensland
Margin Lending facility to another margin lending provider. Submit
the signed form by mail or fax.
Adviser
Form - Authority to perform additional transactions (pdf
80Kb)
Please use this form if you want to authorise your Adviser to act
on your behalf. Submit the signed form by mail or fax.
Application Forms
Bank of Queensland Margin Loan
Application for Bank of Queensland Margin Loan (pdf 3.3MB)
Please download this form if you would like to apply for a Bank of Queensland Margin Loan.
When completing the form, please ensure that you refer to the ‘Application for Finance Checklist’ on page 25 to ensure you have included all mandatory information.
Return your completed form to your closest Bank of Queensland branch or by mail to:
Bank of Queensland Margin Lending
GPO Box 3125
Sydney NSW 2001
Instalment Gearing
Application for Bank of Queensland Instalment Gearing (pdf 97KB)
Please use this form if you would like to apply for Instalment Gearing. Instalment Gearing can be incorporated into your regular Margin Lending facility following submission of this signed and completed form by mail or fax. If you would like to access Instalment Gearing through your Master Trust or Wrap service, please consult your financial adviser.
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