Standard BT Margin Loan - Apply

Apply Online

Apply for the standard BT Margin Loan using the online application process (opens in a new window)

Download

Download the Standard BT Margin Lending Application Form (PDF 280KB), complete it and post it back to BT

In writing

To avoid any delays setting up your loan please complete the necessary forms and ensure they are signed as per the instructions. If you need any help with your application call BT Customer Relations on 1800 816 222 Monday to Friday, 8.30am to 5.30pm Sydney time. Or you can email us at client.marginlending@btfinancialgroup.com.

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

Standard BT Margin Lending Application Form (PDF 280KB)
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.
BT Facility Document (PDF 580KB)
Your BT Margin Loan contract.

Step 2 – Optional forms

Refer to the checklist in the application form to determine which forms you may need to complete.

Direct Debit Request (DDR) Form (PDF 75KB) - to enable BT Margin Lending to debit and/or credit your account.
Loan Refinancing Form (PDF 75KB) – to transfer your existing margin loan to BT Margin Lending for full or partial refinancing.
Managed Fund Application and Regular Gearing Form (PDF 75KB) - 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 25KB) - 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 65KB) - to transfer existing shares to your BT Margin Loan.
Name Correction and Indemnity Request Form (PDF 65KB) - to correct discrepancies in the registration details of existing issuer-sponsored share holdings to be applied to your BT Margin Loan.

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

Want to know more about gearing?

Send me the BT Margin Lending Information Pack
Margin Lending made easy brochure (PDF 1.3MB)
Have a question? Contact BT
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