* Conditions apply:
By taking out a BT margin loan, your client can:
Like any form of lending, margin lending also carries some level of risk. The key risk is that if the loan balance exceeds the limits set, a margin call will be received. Other common risks are:
Find out more about BT Margin Lending
Option 1 – Get started – and do it yourself
Initiate the process yourself by downloading, completing and returning the appropriate forms:
Ensure your client reads and understands the PDS and FSG
Download and complete the Cover Sheet along with the appropriate application form (Individual or Wholesale Facility Agreement)
Return completed Cover Sheet and application form by 31 December 2017 to:
BT Margin Lending
GPO Box 3917
Sydney NSW 2001
What you’ll need:
Find out more about BT Margin Lending.
Option 2 – Request a call back – and we’ll help you
Email us your preferred contact number and one of our margin lending specialists will contact you and help you though each step of the application process.
Things you should know:
Information for advisers only. This communication may contain financial product advice and has been prepared for your use only. It must not be made available to any retail client or attributed to BT.
BT Securities Limited ABN 84 000 720 114 AFSL 233722 and Westpac Banking Corporation ABN 33 007 457 141 AFSL 233714 are together the issuers of the BT Margin Lending Margin Loan – Product Disclosure Statement (“PDS”). This information has been prepared without taking into account your personal objectives, financial situation or needs. For this reason, before acting on the information you should consider its appropriateness to your objectives, financial situation and needs and consider the disclosure documents which include the PDS. The PDS and other disclosure documents are relevant when deciding whether to acquire or hold this product and can be obtained by calling 1800 816 222.