Back to: Margin Loan

Margin Lending services are provided by BT Securities Ltd ABN 84 000 720 114 as agent for Westpac Banking Corporation ABN 33 007 457 141. To apply for a Margin Loan, follow the steps below. You may prefer to receive a Margin Lending pack in the mail - just call our Margin Lending Customer Relations Consultants on 1800 816 222.

Four easy steps to apply for a loan
Note: If you are applying for a ML_Online Margin Loan, please refer to the specific documents required to establish the loan. These can be obtained when you apply online for a ML_Online Loan.

1. Download the following items

BT Margin Lending brochure (PDF 607kb) - this is a product guide to Margin Lending

Margin lending facility document (PDF 3.18MB) - this is the contract document for your Margin Loan

Application form (PDF 278kb) - complete these forms as per instructions and the checklist provided.

Optional Forms - You can print and complete any of these forms, where they are relevant to your loan application.

Direct debit request (DDR) form (PDF 72kb) - use this form to enable BT Margin Lending to debit and/or credit your bank account.

Loan refinance form (PDF 69kb) - use this form to transfer your existing margin load to BT Margin Lending for either a full or partial refinance.

Managed fund application and regular gearing form (PDF 64kb) - use this form to make initial managed fund applications and/or to commence regular gearing of your loan. If you are commencing a regular gearing plans and require equity contribution, please ensure you also complete the DDR form.

Australian standard transfer form (ASTF) (PDF 157kb) - use this form to transfer your existing managed fund investments to your BT Margin Loan. You will need to complete a seperate ASTF for each individual managed fund, even if they are with the same fund manager.

Loding shares form (PDF 64kb) - use this form to transfer your existing shares to your BT Margin Loan.

Name correction and Indemnity request form (PDF 59kb) - use this form to correct any discrepancies in the registration details of an existing issuer-sponsored share holding which is to be applied to your BT Margin Load.

2. Provide collateral for your BT Margin Loan

• Provide a cheque to fund part of your investments
• Lodge existing investments with us

3. If you have any questions completing your Loan Application Form, or any of the Optional Forms:

• Please call the Margin Lending Customer Relations Consultants on 1800 816 222. Phone lines are available Monday to Friday from 8.00 am to 6.30 pm (AEST)
• Email us at client.marginlending@btfinancialgroup.com

4. Where to send your completed, signed, original documentation.

BT Margin Lending
GPO Box 3917
Sydney NSW 2001