Before you apply for a BT Margin Loan for Geared Wrap, we recommend that you speak with your financial adviser.
The BT Margin Lending Margin Loan Product Disclosure Statement - This document contains information to assist you with making an informed decision in relation to the acquisition of this product.
The BT Securities Limited Financial Services Guide - This document describes margin lending financial services offered by BT Securities Ltd.
The BT Margin Lending Facility Agreement and the CHESS explanation, Supplementary risk disclosure statement and Privacy disclosure and consent - This document contains the terms and conditions of a BT Margin Lending Facility.
Please ensure that you read and understand these documents.
To apply for this product you need to obtain a copy of the application form from your financial adviser.
If you need assistance completing your Loan Application form, please call our BT Customer Relations Consultants on 1300 360 899 Monday to Friday 8.00 am to 6.30 pm Sydney time. Or you can email us.