Here you will find the forms to help you manage your clients with BT.
Adviser Registration and Change of Details Forms (PDF 310 KB)
Use this form to set up a New Adviser for BT Retail Investment or for changes to details of an existing Adviser.
Dealer Group Registration and Change of Details Form (PDF 304 KB)
Use this form to set up a New Dealer Group (Head Agent) for BT Retail Investment or to change details of an existing Dealer Group.
Change of Dealer Group Form (PDF 284 KB)
Use this form to transfer a BT Retail Investment or Advisers between Dealer Groups.
Single Investor Transfer Form (PDF 264 KB)
Use this form to transfer a single investor between BT Retail Investment or Advisers. This can occur between Dealer Groups or within a Dealer Group.
Bulk Investor Transfer Form (PDF 275 KB)
Use this form to transfer a multiple investor between BT Retail Investment or Advisers. This can occur between Dealer Groups or within a Dealer Group.
BT Adviser Exchange Access Request Form (PDF 175 KB)
Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail Investment.
Set up an Advice Fee Arrangement (PDF 136 KB)
Use this form if you have agreed with your client to set-up a new advice fee arrangement to have a one-off advice fee deducted from their BT account. This form must be completed and signed by you and your client. This form applies to clients in BT Classic Investment Funds, BT Investment Funds and BT Investor Choice Funds.