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Select your investment from the list below. If you can't download or print a form, contact us to ask for a form to be sent to you.

  • View our top 5 most frequently used forms.


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BT Margin Lending

  1. BT Margin Loan forms
    1. Forms to arrange an investment transaction
    2. Forms to vary your security or loan
    3. Forms to update your account details

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General advice and general education information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers. By accessing this website you agree to be bound by the terms and conditions of the BT Financial Group website. BT® is a registered trade mark of BT Financial Group Pty Ltd and is used under licence. © BT Financial Group 2008