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Prepaid quotes and payment needs to be received by 12.00 midday on Monday
30 June 2008.
Managed Fund Transfers to a BT Margin Loan
Australian Standard Transfer Forms (ASTF) needs to be received by the 13
June 2008. This normally takes a minimum 10 working days but is
determined by the Fund Manager.
Tip to avoid delays: Complete a different ASTF for each Manage Fund you wish
to transfer to your BT Margin Loan.
Managed Fund Transfers OUT of a BT Margin Loan
You will need to sign the "Buyer" section to transfer the units back
into your own name from your BT Margin Loan.
Tip to avoid delays: Complete a different ASTF and the relevant Fund
Managers PDS Application form for each Fund you wish to transfer from your BT
Margin Loan.
Refinances Out and Refinances In
Loan termination request form needs to be received by the 25 June
2008. Payout will happen after processing however stock potentially will
transfer within 7 - 10 working days.
Tip to avoid delays: If you hold units in either BTHYT - BT Cash Management
Trust or BPPCF - BT Premium Cash Fund, you will need to either sell these units
or release the units into your own name as BT can’t transfer units in these
funds to other margin lenders.
Equity Transfers
Lodging shares form needs to be received by 23 June 2008. This will
take between 3-5 working days.
Tip to avoid delays: Ensure the name on your share ownership documents matches your BT Margin Loan name exactly. Otherwise, complete the Name correction and indemnity request form - you should expect this to take longer than 5 working days to complete due to processing requirements with the share registry.