Approved margin lenders

There are a number of margin lenders available to use through our investment service. For more information about these lenders please see the list below.

Trade with a margin loan via Perpetual Private Wrap

When a Perpetual Private Wrap account is linked to a margin loan, you or your client will need to manage the balance of the cash settlement account and the margin loan. 

When a buy is placed on a Wrap account linked to a margin loan, you or your client will need to ensure that there are sufficient funds in the cash settlement account prior to the settlement date. This may mean manually transferring funds from the margin loan to the cash settlement account to fund the buy trade if necessary. 

When a sell is placed on a Wrap account linked to a margin loan, the trade will be executed and will settle as normal. The proceeds from the sale will be deposited into the Perpetual Cash Account and the funds will remain in the Perpetual Cash Account until moved by you or the client. The margin loan will be linked to the Perpetual Cash Account as a nominated account to help enable this funds transfer. 

Please note that the funds held in the Perpetual Cash Account don’t offset the margin loan, and the funds will need to be manually swept from the Perpetual Cash Account to the margin lender to offset against the margin loan.

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Perpetual Private Wrap is the marketing name for the Perpetual Private Investment Wrap (Investment Wrap) an Investor Directed Portfolio Service (IDPS) operated by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643, Perpetual Private Super Wrap (Super Wrap) and Perpetual Private Pension Wrap (Pension Wrap) that are part of the Perpetual Super Wrap (RSE R1074406),ABN 22 897 174 641) (the Fund), as superannuation fund established by way of a trust deed. The trustee of the Fund is Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, AFSL 229757, RSE L0001458. The Perpetual Cash Account is a wholesale deposit with Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502. Perpetual Private advice and services are provided by PTCo. This information has been prepared by PTCo and contains general information only and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider the Investor Services Guide and Product Disclosure Statement as applicable, and whether the information is suitable for your circumstances, we recommend that you seek professional financial, tax and/or legal advice. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

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