Personal Investor

PROTECTED EQUITY - FEES AND FEATURES

The table below outlines the basic fees and features of margin lenders in Australia. Prices displayed include GST.
For full details on specific services, choose from the navigation box below. Click the check boxes in the ‘Compare’ column and click COMPARE for a side-by-side comparison of up to three margin lending services.


PROTECTED EQUITY FEES & FEATURES | PROTECTED EQUITY RATES | MARGIN LENDING HOME

INSTITUTION PRODUCT MIN LOAN AMOUNT MIN NO. OF STOCKS NO. STOCKS OFFERED FEES FEATURES
Estab. Fee Estab. Fee Protected Company Search Fee Brokerage Cost / Growth Trade Off Loan for Interest
Fee Purch Sale
Leveraged Equities Share Protection Plan $50,000 1 100 Nil $150 N/A No
Macquarie Bank Geared Equities Investment plus $50,000 1 80 $0 $175 1.10% Both
Smith Barney Citigroup Investment Protected Loan $40,000.00 1 145 $0 $250 $0 Call Options
St. George BankApply Protected Loan $40,000 1 62 $0 $150 $0 No
Westpac Protected Equity Loan $50,000.00 1 85+ 1.00% $0.00 0.20% Both
INSTITUTION PRODUCT MIN LOAN AMT MIN NO. OF STOCKS NO. STOCKS OFFERED Estab. Fee Estab. Fee Protected Company Search Fee Fee Purch Sale Cost / Growth Trade Off Loan for Interest  
Brokerage
FEES FEATURES