Forms for advisers

Here you will find the forms to help you manage your clients with BT.

Forms for advisers

  • Use this form to set up a New Adviser for BT Retail/Corporate Super or Margin Lending products or for changes to details of an existing Adviser.

  • Use this form to set up a New Dealer Group (Head Agent) for BT Retail/Corporate Super or Margin Lending products or to change details of an existing Dealer Group.

  • Use this form to transfer a BT Retail/Corporate Super or Margin Lending Advisers between Dealer Groups.

  • Use this form to transfer a single investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.

  • Use this form to transfer a multiple investor between BT Retail/Corporate Super or Margin Lending Advisers. This can occur between Dealer Groups or within a Dealer Group.

  • Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products.

  • 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, BT Investor Choice Funds, and BT Global Share Fund. 

  • Use this form to add a new personal adviser to your BT Super account.

  • Use this form to add a new personal adviser to your BT Super for Life account.

  • Use this form if you wish to have a Member Advice fee deducted from your BT Super or BT Super for Life account.