Margin Lending

A Margin Loan is a facility that allows investors to borrow money which, in addition to their own money, is used to invest in various approved listed investments. Borrowing to acquire an asset is called gearing or leverage. Through our strategic partners Medallion Financial is able to facilitate margin loan facilities for clients.

Margin loans provide investors with the opportunity to building a larger portfolio and if implemented successfully, can help investors to potentially increase their wealth more quickly.

Having a Margin Loan

Margin lending is not for everyone. It must be noted that any leveraged or borrowing strategy should always be approached with caution. While gearing can amplify returns to the upside, they also have the potential to multiple losses to the downside.

Investors must hold sufficient cash or existing shares holdings that can be used as security for the loan. Only certain shares can be used as security and the amount that can be borrowed will vary depending on each shareholding in the portfolio and the available cash.


Medallion Financial Group Pty. Ltd. ABN 93 620 680 999


The Medallion website contains general securities advice only and
does not take into account any person's particular objectives, financial situation or needs. Before acting on any advice you should consider whether it is appropriate for you. Medallion Financial Group Pty Ltd is
a Corporate Authorised Representative (No. 1257237) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927) which is regulated by the Australian Securities and Investment Commission.

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