Making share transactions using your margin loan

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

Buying shares
Floats
Full sponsorship
Lodging shares
Selling shares
Releasing shares

Buying shares

Register on	Register off
In some limited circumstances shares that are bought will need to be held in our nominee company, BT (Queensland) Pty Limited, as register on. The procedure for buying shares in these circumstances is the same as for register off. We'll register the shares as appropriate, so there's no need to take additional action.	Contact us on 1800 816 222 to check BT-approved share availability and your available loan amount. Buy the shares through your broker and instruct your broker to pay for your purchase through your margin loan. Your broker books the purchase in your name and references your BT client code on the contract note generated. Your broker then sends us a copy of the contract note.

Floats

Register on	Register off
Contact us on 1800 816 222 to check BT-approved share availability and your available loan amount. Mail us: a blank application form a letter signed by the borrower, authorising the investment, and stating the number of shares and dollar amount (if applicable specify broking firm, brokers name, contact number and delivery instructions)	Shares will not be added to your account until the shares are issued. Contact us on 1800 816 222 to check BT-approved share availability and your available loan amount. Mail us: a completed and signed prospectus application form from the company a letter signed by the borrower, authorising the investment, and stating the number of shares and dollar amount (if applicable specify broking firm, brokers name, contact number and delivery instructions)

Full sponsorship

We will include CHESS eligible shares that don't contribute to your lending limit in your loan portfolio. These shares will appear on your statement with a zero lending ratio.

Existing broker or Issuer Sponsored shares can be lodged with us if your name and address match exactly with our sponsorship details. New share purchases can be made through your margin loan.

Please note: although these shares have a zero lending ratio, they will still be mortgaged to us and will be part of the security for your margin loan.

Lodging shares as margin loan security

Issuer sponsored	Broker sponsored
Contact us on 1800 816 222 to check BT-approved share availability. Mail us: a completed BT Lodging Shares Form a copy of your latest Issuer Sponsored Holding Statement a completed BT Name Correction Form (if needed)	Contact us on 1800 816 222 to check BT-approved share availability. Complete the relevant section of the Lodging Shares Form. Forward a copy of this to your broker and to us.

Please note: original Name Correction forms are required, faxes are not acceptable.

Selling lodged shares

Register on	Register off
Contact us on 1800 816 222 to check the number of shares held and beneficial owner. You'll need to sell your shares through your broker, to be settled through your margin loan. Make sure the sale is booked in the name of the beneficial owner with the client code recorded on the contract note. Your broker will send a copy of the contract note to us.	Contact us on 1800 816 222 to check the number of shares held and beneficial owner. You'll need to sell your shares through your broker, to be settled through your margin loan. Make sure the sale is booked in the name of the beneficial owner with the client code recorded on the contract note. Your broker will send a copy of the contract note to us.

Releasing shares from loan security

Register on	Register off
Contact us on 1800 816 222 to check your available loan amount. Mail us: a completed BT Transfer Request Form Also forward a copy of this form to your broker.	Contact us on 1800 816 222 to check your available loan amount. Mail us: a completed BT Transfer Request Form

Please note: faxed requests are acceptable.