Securities Backed Lending Quick Assessment

Portfolio Value *

How much do you need to borrow? *

What's the loan for? * -- Select Purpose -- Investment Property Purchase Business Investment Personal Use Other

Your annual income *

Include all sources of income (before tax)

Employment type * -- Select Type -- Full Time / Part Time (PAYG) Self Employed Casual Contract

Time in current employment -- Select Duration -- Less than 6 months 6-12 months 1-2 years 2-3 years 3+ years

Existing debts (monthly)

Include credit cards, personal loans, car loans, etc.

Estimated credit score -- Select Range -- Excellent (750+) Very Good (700-749) Good (650-699) Fair (600-649) Below Average (550-599) Poor (below 550) Don't know

If unsure, select "Don't know"

Do you have any of the following?

Types of securities held Primarily Stocks/Shares Managed Funds ETFs Bonds Mixed Portfolio

What types of investments make up your portfolio?

Top 5 Holdings (ASX Tickers)

List your largest holdings by ASX ticker or fund name (one per line or comma-separated)

Broker / Platform

Where are your securities held?