Westpac Margin Lending - Forms & Resources
Forms to arrange an investment transaction
Requirement | Form to use |
---|---|
Cash Advance Request To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. |
Cash Advance Request (PDF 678KB) |
Managed Funds Transaction To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments. |
Managed Funds Transaction Form (PDF 756KB) |
Forms to update your account details
Requirement | Form to use |
---|---|
Direct Debit or Direct Credit Request To enable Westpac Margin Lending to debit and/or credit your nominated bank account. |
Direct Debit/Direct Credit Request (PDF 2MB) |
Contact Details Amendments To add or amend the contact details of a borrower or third-party security provider on your Westpac Margin Loan. |
Contact Details Amendments (PDF 701KB) |
Nominate or amend a Financial Adviser To add, change or remove a financial adviser on your Westpac Margin Loan. |
Nominated Financial Adviser (PDF 698KB) |
Nominate an Authorised Representative To appoint someone to operate your Westpac Margin Loan on your behalf. |
Authorised Representative (PDF 770KB) |
Forms to vary your security or loan
Requirement | Form to use |
---|---|
Request a fixed interest rate To request to fix the interest rate on your Westpac Margin Loan. Alternatively, you can sign into your account and request a fixed interest rate there. |
Request a fixed interest rate (PDF 743KB) |
Break Costs Fact Sheet We recommend that you read this before entering a fixed interest rate loan contract. |
Break Costs Fact Sheet (PDF 72KB) |
Request a Share Transfer To lodge or release shares to or from a Westpac Margin Loan. |
Share Transfer Request (PDF 719KB) |
Managed Funds Transfer Request To lodge managed funds to your Westpac Margin Loan. |
Managed Funds Transfer Request (PDF 692KB) |
Transfer the legal ownership of a managed fund or listed security To release Listed Securities or Managed Funds from your Westpac Margin Loan when there will be a change to the legal ownership |
Transfer legal ownership form (PDF 126KB) |
Refinance an existing Margin Loan To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Margin Loan. |
Loan Refinance Form (PDF 2MB) |
Provide third party security To provide security owned by someone other than the borrower to your Westpac Margin Loan. |
Third Party Security Provider Application (PDF 762KB) |
Credit Limit Variation To apply for a credit limit increase or decrease on your Westpac Margin Loan. |
Credit Limit Variation Request (PDF 790KB) |
Credit Limit Variation (for wholesale clients only) To apply for a credit limit increase or decrease on your Westpac Margin Loan – Wholesale. |
Credit Limit Variation Request - Wholesale (PDF 665KB) |
Repay or terminate your Westpac Margin Loan To request a repayment or termination of your Westpac Margin Loan |
Account Closure Form (PDF 681KB) |
Forms for advisers
Requirement | Form to use |
---|---|
Register an adviser or dealer group, change adviser/dealer group contact details or transfer clients To register as a new adviser/dealer group with Westpac Margin Lending, update existing adviser/dealer group contact details or to transfer a single Westpac Margin Loan client/multiple clients between Westpac Margin Lending Advisers. Note: Advisers are unable to be added to a Westpac Online Investment Loan. |
Adviser Registration and Client Transfer Form (PDF 715KB) |
Add new support staff users on the Westpac Margin Lending Portal To add new support staff users on the Westpac Margin Lending Portal. Nominated support staff users will have visibility of all clients/advisers under the adviser/dealer group listed on the form. |
Support Staff Access Request (PDF 674KB) |
Other documents
- Westpac Margin Lending Facility Agreement (PDF 418KB)
- Westpac Margin Loan Application (Individuals) (PDF 769KB)
- Westpac Margin Loan Application (Companies) (PDF 1MB)
- Westpac Margin Lending Margin Loan Product Disclosure Statement (PDF 269KB)
- BT Securities Limited Financial Services Guide (PDF 289KB)
- Additional Power of Attorney for Tasmanian Applicants (PDF 649KB)
- BT Investment Gearing Cash Management Account Terms and Conditions (PDF 119KB)
- Guide to Westpac Margin Lending (PDF 188KB)
- Westpac Margin Lending Proof of Identification Guide (PDF 687KB)
Forms to arrange an investment transaction
Requirement | Form to use |
---|---|
Cash Advance Request To advance funds or transfer a credit balance from your Westpac Online Investment Loan to an external bank account. |
Cash Advance Request (PDF 624KB) |
Managed Funds Transaction To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments. |
Managed Funds Transaction Form (PDF 111KB) |
Forms to update your account details
Requirement | Form to use |
---|---|
Direct Debit or Direct Credit Request To enable Westpac Margin Lending to debit and/or credit your nominated bank account. |
Direct Debit/Direct Credit Request (PDF 702KB) |
Contact Details Amendments To add or amend the contact details of a borrower or third-party security provider on your Westpac Online Investment Loan. |
Contact Details Amendments (PDF 634KB) |
Nominate an Authorised Representative To appoint someone to operate your Westpac Online Investment Loan on your behalf. |
Authorised Representative (PDF 681KB) |
Forms to vary your security or loan
Requirement | Form to use |
---|---|
Request a fixed interest rate To request to fix the interest rate on your Westpac Online Investment Loan. |
Request a fixed interest rate (PDF 694KB) |
Break Costs Fact Sheet We recommend that you read this before entering a fixed interest rate loan contract. |
Break Costs Fact Sheet (PDF 87KB) |
Request a Share Transfer To lodge or release shares to or from a Westpac Online Investment Loan. |
Share Transfer Request (PDF 652KB) |
Lodge Managed Funds To lodge managed funds to your Westpac Online Investment Loan. |
Lodge Managed Funds (PDF 692KB) |
Refinance an existing Margin Loan To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Online Investment Loan. |
Loan Refinance Form (PDF 123KB) |
Provide third party security To provide security owned by someone other than the borrower to your Westpac Online Investment Loan. |
Third Party Security Provider Application (PDF 669KB) |
Credit Limit Variation To apply for a credit limit increase or decrease on your Westpac Online Investment Loan. |
Credit Limit Variation Request (PDF 1MB) |
Repay or terminate your Westpac Margin Loan To request a repayment or termination of your Westpac Online Investment Loan. |
Account Closure Form (PDF 661KB) |
Other documents
- Westpac Online Investment Loan Facility Agreement (PDF 425KB)
- Westpac Online Investment Loan Product Disclosure Statement (PDF 301KB)
- BT Securities Limited Financial Services Guide (PDF 289KB)
- Additional Power of Attorney for Tasmanian Applicants (PDF 1MB)
- Guide to a Westpac Online Investment Loan (PDF 2MB)
Requirement | Form to use |
---|---|
SMA – Additional Investment To make additional investments into your geared SMA account on your Westpac Margin Loan. |
SMA – Additional Investment Form (PDF 681KB) |
SMA – Investment and loan termination To de-link, repay and/or terminate your SMA account and your Westpac Margin Loan. |
SMA – Investment and loan termination Form (PDF 724KB) |
SMA – Partial redemption To partially sell investments in your SMA account. |
SMA – Partial redemption Form (PDF 679KB) |
SMA – Authority to link To link a Praemium SMA account to a Westpac Margin Loan. |
SMA – Authority to link Form (PDF 688KB) |
SMA – Lodging shares To transfer additional shares into your geared SMA account. |
SMA – Lodging shares Form (PDF 709KB) |
SMA – Holding lock To place a holding lock on a particular security in your geared SMA account. |
SMA – Holding lock Form (PDF 698KB) |
SMA – regular gearing To amend, cancel, or suspend regular gearing on an SMA account. |
SMA – Regular Gearing Form (PDF 684KB) |