Apply for a BT Margin Loan

Read important documents relating to the Standard BT Margin Loan
- The Guide to BT Margin Lending brochure
  This document contains information about how to use margin lending as part of your investment strategy and the features of a BT Margin Loan Facility.
- The BT Margin Lending Margin Loan Product Disclosure Statement
  This document contains information to assist you with making an informed decision in relation to the acquisition of this product.
- The BT Margin Lending Facility Agreement (including the CHESS explanation, Supplementary risk disclosure statement, and Privacy disclosure and consent)
  This document contains the terms and conditions of the BT Margin Lending Facility.
- The BT Securities Limited Financial Services Guide
  This document describes manding financial services offered by BT Securities Limited.
Download the application form

Download the BT Margin Loan application form
Submit your loan application form

The original BT Margin Lending Loan Application Form and all other required information must be sent to:

BT Margin Lending
GPO Box 3917
Sydney NSW 2001
(BT Margin Lending will not accept a faxed Loan Application form)

Alternatively, you can request the BT Margin Lending Application pack to receive a BT Margin Lending Application Pack by mail.

Who can apply for a BT Margin Loan Facility

Individual or joint individuals, who are Australian residents for tax purposes and reside in Australia.
Australian proprietary companies which are not subsidiaries of listed companies. The company directors are required to guarantee the obligations of a company borrower. The company directors must be Australian residents for tax purposes and reside in Australia.
Trustees of Australian resident family, discretionary unit or testamentary trusts. Charitable, estate and unit trusts are not eligible for BT Margin Lending. The directors of proprietary company trustees are required to guarantee the obligations of the company trustee borrower. The company directors must be Australian residents and reside in Australia.

Approval of your BT Margin Loan Facility

Please note that all applications are subject to our approval.

BT Margin Lending is committed to responsible lending practices and conducts a comprehensive assessment process which includes credit reference agency checking and affordability verification. To enable us to do this we ask you to provide the required financial information and supporting documentation to verify your income as stated in Sections 5 and 7 of the Loan Application form respectively.

BT Margin Lending will contact you or your financial adviser, where appropriate, to notify you of the decision and/or any additional information and conditions.

Questions

If you have any questions regarding completing the BT Margin Lending Loan Application Form or the loan approval process, please contact our Customer Relations Consultants, on 1800 816 222. Phone lines are available Monday to Friday from 8.00am to 6.30pm (Sydney time). Or you can email us at client.marginlending@btfinancialgroup.com