Margin Lending with Leveraged Equities

Patersons Securities and Bendigo Wealth have a long standing preferred partner relationship when it comes to gearing solutions via the Leveraged Equities margin loan.

With a Leveraged Equities margin loan, you, as an investor, can borrow in addition to your own capital to invest in various acceptable investments including listed securities such as shares and exchange traded funds, managed funds, cash deposits and other assets. 

You can either leverage an existing portfolio or create a new portfolio to increase your investment opportunities more
than if you were solely using your own capital.

To identify these acceptable investments and the applicable loan to value ratios click here.

Typically, a margin loan is suitable for investors who:

• plan to invest in a portfolio of Acceptable Investments and who expect the net return on their investments to exceed the cost of borrowing over their planned investment horizon;
• own an existing portfolio of Acceptable Investments and who would like to supplement or diversify their investments without selling their existing portfolio; or
• need a flexible facility that works with their investment arrangements.

To learn more about a Leveraged Equities margin loan, including features, benefits and the product suite available click here or contact your Patersons Adviser.

As Patersons preferred margin lender, Leveraged Equities has developed a dual branded online application to further streamline the online process for clients and Advisers.

To apply online for a Leveraged Equities margin loan via Patersons Securities please click here.  Alternatively, if you wish to retrieve a previously saved margin loan application, click here.

If you have any queries, or require more information, please contact your Patersons Adviser.

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before
acting on this advice you should consider the appropriateness having regard to all your personal circumstances.