How do I qualify for Portfolio LVR?

If you hold 5 or more approved securities in your portfolio, you will qualify for Portfolio LVR on the approved equity exposures.

Approved securities are any securities (equities, managed funds and cash) which are taken into account when calculating your portfolio's lending value. Approved equities are those equities which are listed in our approved list that qualify for the additional LVRs offered by Portfolio LVR and do not include managed funds, cash or other non-equity holdings in your portfolio.

Once our systems recognise that your portfolio meets our diversification criteria, you will automatically begin to receive Portfolio LVR on approved equities.

For more information, please contact the Margin Lending desk on 13 17 09 or + 61 2 9115 1402 if calling outside Australia (Monday to Friday, 8am to 6pm, Sydney time).

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