Margin Lending

The following institutions offer margin lending arrangement into the Funds offered by Prime Value Asset Management Limited:

Margin Lenders Website Lending Ratio PVGF Lending Ratio PVIF
ANZ Margin Lending www.anz.com 70% 70%
ASB Securities www.asbsecurities.co.nz 60% 60%
BT Margin Lending www.btonline.com.au 70% 70%
CommSec Margin Lending www.comsec.com.au 75% 75%
Goldman Sachs JBWere Pty Ltd www.jbwere.com.au/ 50% N/A
Leverged Equities Margin Lending www.leveraged.com.au 70% 70%
Macquarie Margin Lending www.macquarie.com.au 75% 75%
National Australia Bank Margin Lending www.nab.com.au 70% 70%
St George Margin Lending www.stgeorgemarginlending.com.au 70% 70%
Suncorp Metway Limited Margin Lending www.suncorp.com.au 75% 75%

Note:

Margin lending provides a line of credit that allows you to use borrowed funds using your existing approved shares, managed funds or cash as security. Using these borrowed funds, you can purchase additional shares and/or managed funds. Margin lending increases the investment risk through leveraging. Only investors who understand the risks of leveraging and have the financial capacity to accept these risks should consider using margin lending. Margin calls can arise due to a variety of circumstances such as market movements or performance of individual securities. As margin calls need to be met within a strict timeframe, you need to consider this when deciding if margin lending is suitable for your individual circumstances.

Prime Value strongly recommends that you seek independent financial, taxation and legal advice before entering into any margin lending transaction.