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/Corporate Super or Margin Lending products 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/Corporate Super or Margin Lending products 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/Corporate Super or Margin Lending Advisers between Dealer Groups.
Single Investor Transfer Form (PDF 264 KB)
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.
Bulk Investor Transfer Form (PDF 275 KB)
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.
BT Adviser Exchange Access Request Form (PDF 175 KB)
Use this form to request access to BT Adviser Exchange (BTAX) for BT Retail/Corporate Super or Margin Lending products.
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, BT Investor Choice Funds, and BT Global Share Fund.
Member Advice Fee set up – BT Business Super (PDF 76 KB)
Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
Use this form to amend an existing Member Advice fee or to have a Member Advice fee deducted from your account.
Member Advice Fee Cancellation – BT Business Super (PDF 170 KB)
Use this form to cancel the Member Advice fee payable to your financial planner.
Use this form to cancel the Member Advice fee payable to your financial planner.