Apply for the Standard BT Margin Loan

Step 1 – Mandatory documents you should complete and return to us

• BT Facility Document (PDF 242KB) - Your BT Margin Loan contract. Please ensure that you read and understand this document.

• Standard BT Margin Lending Application form (PDF 1MB) 

  The checklist on page 1 of this form will help you complete all necessary sections and identify any other forms you may need to complete.

  Please follow these instructions to ensure that your loan application form is accurately completed, hence avoiding delays in setting up your loan.

  If you need assistance completing your Loan Application Form, please call our BT Customer Relations Consultants on 1800 816 222 Monday to Friday, 8.00am to 6.30pm (AEST). Or you can email us at client.marginlending@btfinancialgroup.com.

Step 2 – Optional forms

• Direct Debit Request (DDR) Form (PDF 306KB) - to enable BT Margin Lending to debit and/or credit your account.
• Loan Refinancing Form (PDF 312KB) – to transfer your existing margin loan to BT Margin Lending for full or partial refinancing.
• Managed Fund Application and Regular Gearing Form (PDF 346KB) - to make initial managed fund applications and/or to commence regular gearing. If you are commencing a regular gearing plan and require equity contribution, please ensure you complete the DDR form as well.
• Australian Standard Transfer Form (ASTF) (PDF 141KB) - to transfer existing managed fund investments to your BT Margin Loan. You need to complete a separate ASTF for each individual fund, even if they are with the same fund manager.
• Lodging Shares Form (PDF 235KB) - to transfer existing shares to your BT Margin Loan.
• Name Correction and Indemnity Request Form (PDF 195KB) - to correct discrepancies in the registration details of existing issuer-sponsored share holdings to be applied to your BT Margin Loan.
• Tasmanian Power of Attorney Form (PDF 72KB) - Applicants residing/registered in Tasmania must complete this form and register it with the Land Titles Office prior to sending the completed Loan Application Form to BT Margin Lending.

Step 3 – Ensure you provide the necessary collateral for the margin loan

• a cheque to fund part of your investments
• details of existing investments (refer to optional forms above)

Step 4 – Mail your completed original Loan Application Form and any Optional Forms to:

BT Margin Lending
GPO BOX 3917
Sydney NSW 2001

For more information

Call BT Margin Lending Customer Relations on 1800 816 222