Margin Lending
What to expect with Leveraged Equities Finance
Leveraged Equities Finance Limited is a specialist margin lending service that provides finance using your investment portfolio as security. This flexible credit facility lets you take advantage of investment opportunities such as new issues, rights issues or increasing your exposure to an existing security. You may also wish to use the funds for business purposes.
At a glance
- Drawdowns are available in New Zealand, Australian and US dollars
- Floating and fixed rate loans are available
- A wide range of New Zealand, Australian, United States and United Kingdom securities may be lodged as security, allowing borrowings of up to 80% against their market value
- Portfolios are updated daily, with statements available online
- Interest paid on borrowed funds may be tax deductible, depending on your circumstances
- Online access to your account
Important Resources
Documents for the margin lending service provided by Leveraged Equities Finance Limited are available on the Leveraged Equities website. Documents include the Service Summary, Margin Lending Brochure, Application forms, Margin Lending ratios and Interest Rates. For more information please speak to your Investment Adviser or Leveraged Equities directly on 0800 627 446, or visit leveragedequities.co.nz.
Get in touch
26 locations around New Zealand
Talk with one of our Investment Advisers. They will explain the benefits of each of our range of investment services, and help you decide which best meets your needs.