Apply for a Margin Loan

Applying for a Bell Potter margin loan is straightforward.

However, before you applyyou need to read and understand the following documents:

Suitability Statement

As part of the application process you will also need to complete a Suitability Statement, which is used to determine whether or not a margin loan is appropriate for your circumstances. The statement asks various questions such as your income, expenses, assets and any debts you may currently have.

Application Form

Once you've completed the Suitability Statement, you can then fill in the Application Form.

Need Assistance?

If you need help completing any of the forms or if you have questions about the information contained in any of the documents, you should speak to your Adviser or call 1800 061 327.

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