Forms

1. Application forms

Personal Investors

Product Disclosure Statement Download BT Margin Lending Margin Loan Product Disclosure Statement
Product Disclosure Statement Download BT Securities Ltd Financial Services Guide
Product Disclosure Statement Download Guide to BT Margin Lending brochure

 

To apply for a Westpac BlueChip20 investment, you need to complete both the Westpac BlueChip20 Investment and the Westpac BlueChip20 Margin Lending application forms, sign and return to BT Margin Lending.

If you need assistance with your Westpac BlueChip20 applications, call 1800 816 222, Monday to Friday between 8.00am and 6.30pm (Sydney Time).

Product Disclosure Statement Download Westpac BlueChip20 Product Disclosure Statement (including the Supplementary Product Disclosure Statement dated 1st July 2016) and Investment Application

Please note that we have pre-populated Part 3 and Part 4 of the application. Please read these sections carefully to ensure that they accurately reflect the relevant information required and amend it if necessary.

Margin Lending Application - Individual Download Westpac BlueChip20 Margin Lending Application for Individuals
Margin Lending Application - Companies Download Westpac BlueChip20 Margin Lending Application for Companies

From 12 November 2016, the existing unfair contract term protections for consumers will also cover standard form small business contracts. As part of our focus to continually improve the products and services we provide to our customers, we have reviewed our contracts and we are now implementing some changes to them as a consequence of that review. Read more about these changes here.

 

Financial Advisers click here.

 

2. Optional forms

Direct Debit Request Download Change of Bank Account Details form – to change your instructions in respect of bank accounts linked to your Westpac Bluechip 20 Account.

Direct Debit Request Download Lodging Shares Form - use this form to lodge securities into your Westpac BlueChip 20 Account.

Additional Investment Download Additional Investment form - to make additional investments in the Westpac BlueChip20.

Authorised Representative Download Authorised Representative form – to nominate an authorised representative to operate your Westpac BlueChip20 margin loan on your behalf

Contact Details Download Contact Detail Amendments form - to add or amend the contact details for a borrower or guarantor

Investment Termination Download Investment and Loan Termination form - to terminate your Westpac BlueChip20 investment and associated margin loan.

Cash Advance Download Cash Advance form - to withdraw available fund from your BT Margin Loan account for investment purposes only

Partial Redemption Download Partial Redemption form - to sell investments in your Westpac BlueChip20 Holding.

Partial Redemption DownloadCredit Limit Assessment form - Use this form when you would like to apply for a credit limit increase or where BT Margin Lending has requested an updated financial assessment from you.

Regular Gearing Download Regular Gearing and Investment form - to manage changes to your regular direct debit and investment amount for a Westpac BlueChip20 facility only

Mail your completed original Application Forms and/or Optional Forms to:

contact BT Margin Lending
GPO Box 3917
SYDNEY NSW 2001
Australia

Westpac BlueChip20 Features

  • Start with as little as $2,500 to buy Australia's top 20 blue chip shares
  • Regular monthly contributions start at $250
  • Brokerage as little as 25 cents per month
  • 24/7 on-line access to your investment portfolio