BT Margin Loan – Forms

Forms to arrange an investment transaction

  • Cash Advance Request (PDF 212 KB)

    Use this form to advance funds out of your BT Margin Loan. Alternatively, log into BT Online (opens in a new window) or call Customer Relations on 1800 816 222.

  • Use this form to enable BT Margin Lending to direct debit and/or direct credit your nominated bank account on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, regular gearing contributions, a one-off debit, or regular debits.

  • Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions, distribution amendments and amending or cancelling regular gearing.

    Please note: New regular gearing arrangements can no longer be established.

  • Terms and Conditions for the BT IGCMA. These Terms and Conditions contain updated unfair contract term protection for consumers and small business.

Forms to vary your security or loan

Forms to update your account details

  • Use this form to add or amend the contact details or name of a borrower, third party security provider or guarantor.

    Alternatively, log into BT Online (opens in a new window).

  • Complete this form to add/change or remove a financial adviser on your current margin loan facility. Complete this form with your financial adviser.

  • Use this form to appoint someone to operate your account on your behalf.

  • Use this guide when a borrower, guarantor or authorised representative on a BT Margin Loan Facility needs to be identified as part of the Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) Act 2006. This is usually required where any of these parties are not existing Westpac customers.

  • Applicants of a new BT Margin Loan who reside in Tasmania must complete this form in addition to the BT Margin Lending Application Form.

Forms for advisers

Separately Managed Account forms