Commonwealth Consolidated Regulations Commonwealth Consolidated RegulationsFor paragraph 1017D(5)(g) of the Act, a periodic statement for a holder of a financial product must include the following details about the margin lending facility:
(a) the outstanding loan amount;
(b) the loan credit limit;
(c) the current interest rate, and any changes to the interest rate since the last statement was provided;
(d) an itemised list of the property by which the credit is secured, including:
(i) the value of each item used for calculating the current LVR; and
(ii) the loan to value ratio (if any) of each property item listed;
(e) a summary of the loan to security ratios, showing separately:
(i) the allowable loan to security ratio; and
(ii) the maximum loan to security ratio, including any buffer allowed under the terms of the facility; and
(iii) the current LVR;
(f) a summary of all transactions affecting the margin lending facility during the reporting period.