Margin lending allows clients to increase share market
participation in a tax effective manner.
Margin Lending by Leveraged Equities
PhillipCapital does not provide personal advice on
How margin lending works
Margin lending is an investment strategy which
involves borrowing against the security of a broad range of listed
shares and managed funds. Eligible securities and managed funds
within your portfolio are used as security for the loan against
which you can borrow to levels determined by the lender. The
proceeds from the loan can be utilised to purchase additional
shares to build your portfolio.
Like all investment strategies margin lending
holds a level of risk and is not suitable for all clients. Should
the value of the portfolio fall to a level where the loan as a
percentage of the portfolio exceeds the limits allowed by the
lender, you may be required to either deposit cash or sell
securities within your portfolio to restore the equity held within
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