Forms for advisers

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

• Adviser Registration and Change of Details Forms (PDF 309KB)
  Use this form to set up a New Adviser for BT Retail/Corporate Super or Margin Lending products or for changes to details of an existing Adviser.
• Dealer Group Registration and Change of Details Form (PDF 302KB)
  Use this form to set up a New Dealer Group (Head Agent) for BT Retail/Corporate Super or Margin Lending products or to change details of an existing Dealer Group.
• Change of Dealer Group Form (PDF 101KB)
  Use this form to transfer a BT Retail/Corporate Super or Margin Lending Advisers between Dealer Groups.
• Single Investor Transfer Form (PDF 99KB)
  Use this form to transfer a single investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.
• Bulk Investor Transfer Form (PDF 93KB)
  Use this form to transfer a multiple investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.
• BT Adviser Exchange Access Request Form (PDF 70KB)
  Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products.