Forms for advisers

Here you will find the forms to help you manage your clients with BT.

BT Adviser Exchange Access Request Form (PDF 70KB)
Single Investor Transfer Form (PDF 99KB)
Bulk Investor Transer Form (PDF 93KB)
Change of Dealer Group Form (PDF 101KB)
Change Adviser Details (PDF 83KB)
Setup a New Adviser (PDF 105KB)
Order PDSs and flyers for your clients from Adviser Relations (opens in a new window)

This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information,
consider its appropriateness having regard to your objectives, financial situation and needs. Consider our disclosure documents which include our Financial Services Guide.