BT Margin Loan – Forms

Forms to arrange an investment transaction

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