Product Details
Company: ANZ Bank
Product Name: ANZ Margin Lending
Service Description: Margin Lending allows you to leverage against your existing portfolio. By leveraging your existing assets you can more readily take advantage of other investment opportunities as they arise.
URL: http://www.anz.com/Wealth/personalsolutions/marginlending/anzmarginlending/
Freecall: 1800 639 330
Address: Level 15, 100 Queen St Melbourne, VIC, 3000

PRODUCT DETAILS ACCEPTABLE SECURITIES MANAGED FUNDS WARRANTS


Interest Rates
Min Max Paid Variable Fixed (months)
3 6 9 12 13 24 36 48 60
$20,000.00 - Arr 9.75 - - - - - - - - -
$20,000.00 $249,999.00 Adv - - 9.45 - 9.45 - 9.45 9.45 9.45 9.45
$250,000.00 $499,999.00 Adv - - 9.25 - 9.25 - 9.25 9.25 9.25 9.25
$500,000.00 - Adv - - 9.00 - 9.00 - 9.00 9.00 9.00 9.00

General Details
Min LVR: 40% Max LVR: 80%
Shares Available: Managed Funds Available:
Shares Buffer: 5% Managed Funds Buffer: 5%
Margin Grace Period: 24 Hours Customer Service Number: 1800 639 330

Fees
Individual Fee: - Company Fee: $150.00
Trust Fee - Individual: $150.00 Trust Fee - Company: $150.00
Transaction Fee: - Off Market Transfer Fee: $55.00
Account Keeping Fee: - Early Repayment Fee: None
Transaction Fee: $7.50 Cheque Withdrawal Fee (some exceptions apply) Transactions Free per month: Unlimited
Other Broker Fee: - Other Broker Details: None
Other Fees: $20 per month if average monthly debit balance is below $20000   

Features
Facilities for Credit Funds Available: Credit Funds Details: Margin Loan linked to V2 Plus
Online Broking Available: Online Broking Details: ETRADE
Short Selling Available: Instalment Gearing:
Options Available: Borrowing Against Real Estate Available:
Warrants Available: Interest Paid on Credit Funds:

Online Services
Portfolio Management: Access to Approved Security List:
Transfer From Loan Account: Transfer To Loan Account: