Managed fund transactions using your margin loan

If you're new to making managed fund transactions through your BT Margin Loan, first find out what 'register on' and 'register off' are.

 

Applying into managed funds
Register on Register off
Contact us on 1800 816 222 to check BT-approved unit availability and your available loan amount. Mail us:
  • an application form from the managed fund, with the broker/adviser stamp and fees section completed (do not complete or sign form)
  • a signed BT Application Request Form
 Contact us on 1800 816 222 to check BT-approved unit availability, your available loan amount and eligibility to hold units register off. Mail us:

 

Lodging managed fund units as loan security
Register on Register off
Contact us on 1800 816 222 to check BT-approved unit availability and your available loan amount. Mail us: Contact us on 1800 816 222 to check BT-approved unit availability, your available loan amount and eligibility to hold units register off. Mail us:
  • a current holding statement

Please note: original Australian Standard Transfer form or Notice of Mortgage are required, faxes are not acceptable.

Download and print the Invesco Asset Management Letter of Instruction (if relevant)

Download and print the MLC Australia Trust Letter of Instruction (if relevant)

 

Releasing managed fund units from loan security
Register on Register off
Contact us on 1800 816 222 to check your available loan amount.

The Beneficial owner needs to print out, complete and return the BT Transfer Request Form.

They also need to print out and complete an Australian Standard Transfer Form and return it to us.

Once received by us we then forward the transfer form to the fund manager for processing.		 Contact us on 1800 816 222 to check your available loan amount.

The Beneficial owner needs to print out, complete and return the BT Transfer Request Form.

Please note: original Australian Standard Transfer forms are required, faxed copies are not acceptable

 

Switching managed funds
Register on Register off
Contact us on 1800 816 222 to check BT-approved unit availability and your available loan amount. Mail us:
  • an application form from the managed fund you want to switch into, with the broker/adviser stamp and fees section completed (do not complete or sign form)
 Contact us on 1800 816 222 to check BT-approved unit availability, your available loan amount and eligibility to hold units register off. Mail us:
  • a completed and signed application form from the managed fund you want to switch into

NB. Original Application forms and Notice of Mortgages are required, faxes are not acceptable.

 

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