Part C
Assets and liabilities
Where there is more than one person providing details, please complete Part C on a combined basis or attach supplementary information
to this page.
Assets Liabilities
Residential property % owned: _____% $ Residential property mortgage $
Investment property(ies) % owned: _____%
Number:
$ Investment property(ies) mortgage $
Motor vehicles % owned: _____% Number: $ Car loan(s) $
Existing share portfolio (not including
superannuation) % owned: _____%
$ Existing margin loan(s) $
Cash $ Credit/store cards limit $
Share of company/business (if any) $ Other loans
Other assets
$
$
$
Other liabilities
$
$
$
Total assets $ Total liabilities $
Additional information
Have you taken out a loan to fund the increased equity contribution for this margin loan?
No Yes (if ‘yes’, provide details below)
Was the loan secured against your primary residential property? No Yes
Amount borrowed:
$
Are you a “wholesale” investor (as defined under Section 761G of the Corporations Act 2001)? No Yes
Applicant signatures
I/We consent to companies of the National Australia Bank Group using and disclosing my/our personal information as contemplated in the section
titled ‘Your personal information and privacy’ in the NAB Equity Lending Facility Terms.
I/we acknowledge that I/we have not been given or relied upon any financial advice or recommendation about the Facility (including any specific
stock or managed fund investment) from NAB Equity Lending, a division of National Australia Bank Limited.
NAB recommends that you seek independent legal, tax and financial advice on the suitability of the Facility (including a product if relevant) for
you.
Individual/Joint
Signature – first applicant Signature – second applicant
✗ ✗
Full name Full name
Date Date
/ / / /
Contact number Contact number
Company applicant*
Executed by
Name of company and ABN
in accordance with subsection 127 (1) of the Corporations Act by authority of its director(s).
Signature of authorised person Signature of authorised person
✗ ✗
Full name Full name
Office held (Director/Secretary) Office held (Director/Secretary)
Date Date
/ / / /
Contact number Contact number
* If the company applicant is a proprietary company with a sole director who is also the sole company secretary, that person states that they sign as both the
sole director and the sole company secretary. In all other cases, this application should be signed by two directors or a director and company secretary.
©2020 National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686
9265A0320
