BT Margin Loan – Forms

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 set up or change a direct debit arrangement so that you can credit or debit your bank account from your margin loan. You can use this form to request either a monthly interest deduction, a one-off deduction or regular deductions. Once your direct debit request has been received you can call Customer Relations on 1800 816 222 to request a transaction.

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

Please ensure that you read these Terms and Conditions before you apply for a BT IGCMA.

Use this form to request the opening of a BT IGCMA.

Fix your BT Margin Loan interest rate using our online form.

Fix your BT Margin Loan interest rate by downloading our PDF form.

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 Share Trading 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.

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.

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.