How do I refinance my loan from another margin lending provider to ASB Securities?
Fill in our Margin Lending application form, then send it to us, together with:
- A signed written instruction asking us for refinancing – please let us know if you need full or partial refinance, and if it’s partial refinance, how much you need.
- Your most recent margin loan statement from your current provider, and any shares you’d like to transfer to your new margin lending facility.
- Your existing margin loan details, including the provider, account name, account number, and your current provider’s contact person and email address.
We’ll let you know when your application has been approved. You’ll also see your new margin loan within your Cash Management Account.
Find out more information on margin lending.
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