Client Forms
To download any of the following forms, simply click on the link.
To make a request, simply print the form, fill in all required fields, sign it and mail (or fax where allowed) to:
Macquarie Investment Lending
Freepost 55997
PO Box 2006
Auckland
Freefax: 0800 407 197
Share Transfer Forms
For Australian Dollar Margin Loan:
Transfer
in Broker Sponsored Holdings (pdf 464Kb)
Please use this form if you want to transfer broker sponsored stock into your Australian Dollar Macquarie Margin Loan. Submit the signed form by mail or fax.
Transfer
in Issuer Sponsored Holdings (pdf 456Kb)
Please use this form if you wish to transfer issuer sponsored stock into your Australian Dollar Macquarie Margin Loan. Submit the signed form by mail or fax.
Transfer
out Broker Sponsored Holdings (pdf 457Kb)
Please use this form if you wish to transfer sponsored stock out of your Australian Dollar Macquarie Margin Loan. Submit the signed form by mail or fax.
For New Zealand Dollar Margin Loan:
Transfer in Broker Sponsored Holdings (pdf 457Kb)
Please use this form if you want to transfer broker sponsored stock into your New Zealand Dollar Macquarie Margin Loan. Submit the signed form by mail or fax.
Transfer In Issuer Sponsored Holdings (pdf 456Kb)
Please use this form if you wish to transfer issuer sponsored stock into your New Zealand Dollar Macquarie Margin Loan. Submit the signed form by mail or fax.
Transfer out Broker Sponsored Holdings (458Kb)
Please use this form if you wish to transfer sponsored stock out of your New Zealand Dollar Macquarie Margin Loan. Submit the signed form by mail or fax.
Managed Funds
Managed
Fund Pledges (pdf 452Kb)
Please use this form if you wish to pledge managed fund units as security for your Macquarie Margin Loan. Submit the signed form by fax. Please do not contact the fund manager directly.
Managed
Fund Redemption (pdf 454Kb)
Please use this form if you wish to redeem (sell) units in a managed
fund in your Macquarie Margin Loan. Submit the signed form by fax. Please
do not contact the fund manager directly.
Managed
Fund Switches (pdf 453Kb)
Please use this form if you wish to switch units between managed funds in your Macquarie Margin Loan. Submit the signed form by fax. Please do not contact the fund manager directly.
Instalment
Gearing Maintenance Form (pdf 456Kb)
Please use this form if you want to change or suspend contributions to your Macquarie Instalment Gearing plan. Submit the form by mail or fax.
Adviser Forms
Update
Adviser Contact Details (pdf 451Kb)
Please use this form if you have changed your address or any contact details. This form is for adviser use only.
Change to Details
Nominating
(or Changing) Bank Account Details (pdf 459Kb)
Please use this 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 (pdf 452Kb)
Please use this form if you have changed your Financial Adviser (to ensure your new Adviser receives all relevant correspondence). Submit the signed form by mail or fax.
Change
of Address and Contact Details (pdf 445Kb)
Please use this form if you have changed your address or any contact details. Submit the signed form by mail or fax.
Increase
the credit limit on your Macquarie Margin Loan (pdf 462Kb)
Please use this form if you want to request a credit limit increase on your Macquarie Margin Loan. Submit the signed form by mail or fax.
General Forms
Funds
Transfer Request Form (pdf 60Kb)
Please use this form to request an electronic funds transfer or to deposit or draw a cheque. Submit the signed form by mail or fax.
Account
Close (pdf 52Kb)
Please use this form if you want to close your Macquarie Margin Loan. Submit the signed form by mail or fax.
Refinance
Out (pdf 456Kb)
Please use this form if you want to refinance your Macquarie Margin
Loan to another margin lending provider. Submit the signed form by mail
or fax.
Adviser
Authority Form (pdf 80Kb)
Please use this form if you want to give your Financial Adviser authority
to act on your behalf. Submit the signed form by mail or fax.
Application Forms
Macquarie Margin Loan
Download the Australian Dollar Margin Loan Brochure and Application for Finance (pdf 2Mb).
Download the New Zealand Dollar Margin Loan Brochure and Application for Finance (pdf 2Mb).
Please mail the completed Application for Finance to Macquarie Investment Lending at Freepost 55997 PO Box 2006 Auckland.