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How does Margin Lending work?

Borrowing to invest can increase your buying power by lending you (subject to our conditions) additional funds and holding your cash and/or existing portfolio as collateral. This security can include cash, shares, and Exchange-Traded Options.


You may then use this loan to invest further in the following financial products in the US market:

o Shares

o ETFs

o Exchange-Traded Options


You may then use this loan to invest further in the following financial products in the AU market:

o Shares

o Preferred Shares

o ETFs


You will require a NAV of $2,500AUD before your margin limit will be accessible.


Margin utilisation will commence once you have utilised all your cash Buying Power (BP), regardless of the currency in your margin account.


You will own the investments you buy at all times; however, they will be used as collateral for your margin loan. This means that they may be sold to repay your loan if your obligations are not met.


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