BT Margin Loan - Forms

Complete this form if you would like to fix your interest rate on your BT Margin Loan.

Use this form to lodge shares and other listed securities as security on to your margin loan. This includes lodging third party security.

Use the Australian Standard Transfer Form (ASTF) to lodge managed funds as security on your margin loan. This includes lodging third party security. Completed forms must be returned by post and not faxed.

Complete Section A of this form to use your existing BT Margin Lending account to settle trades placed on your Westpac Online Investing account.

Use this form to release securities from your margin loan or to change the beneficial ownership of your securities.

Transfer the legal ownership of a managed fund or listed security.

Use this form to transfer your existing margin loan with another provider to BT Margin Lending, for either a full or partial refinance.

Use this form when security on a BT Margin Loan Facility is being provided (owned) by someone other than the borrower.

Use this form to apply for a credit limit increase or decrease, or where BT Margin Lending has requested an updated financial assessment from you.

Use this form to apply for a credit limit increase or decrease, or where BT Margin Lending has requested an updated financial assessment from you.

This form is used to payout and/or terminate your BT Margin Loan. If you require this form, please contact our BT Customer Relations on 1800 816 222 between 8.00am and 6.30pm Sydney time.

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

Please note that you must complete this form electronically by making the appropriate selections/typing your responses directy on the form in your browser. When you have finished, please save and print your form. We will not accept this form if it is completed by hand.

Please read the attached instructions if you are using Mozila Firefox or Google Chrome to open and complete this form.

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

Amend any discrepancies in the registration details of an Issuer sponsored share holding, so that the shares can be lodged as security to your margin loan. Registration details at the share registry must exactly match those on your margin loan.

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 register for BT Online (opens in a new window) (the secure section of this website) to view information about your BT Margin Lending Account on BT Online, including your loan details or to arrange a cash advance. Alternatively, call Customer Relations on 1800 816 222.

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.

Use this form to register for electronic notices to help you manage your margin loan position.

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

Use this form to make additional investments into your geared SMA account.

Use this form to amend the contact details for your BT Margin Loan and/or your geared SMA account.

Use this form to de-link, repay and/or terminate your SMA account and your BT Margin Loan.

Use this form to partially sell investments in your SMA Account.

Use this form to link a SMA account to a BT Margin Loan. This form must be completed and returned with your BT Margin Loan application form.

Use this form to transfer additional shares into your geared SMA account only.

Use this form to establish, amend, cancel or suspend regular gearing.

Use this form to place a holding lock on particular stock in your geared SMA account.

Use this form to make amendments to your geared SMA account portfolio weightings and distribution option.

Use this form to change your bank details.