How To Apply: Adviser Information

Westpac BlueChip20

Westpac BlueChip20 is a separately managed account (SMA) that allows investors to retain beneficial ownership of stocks, and to view their investment online.

Investors (and their financial advisers) can view underlying stocks as a single portfolio. Yet compliance requirements for financial advisers differ very little (and sometimes not at all) from those for managed funds.

Getting Started

If you are a first time user of the Westpac BlueChip20 service, you will need to register as an adviser. Please complete and submit the registration form by clicking on the link below. You will then receive a Login ID and Password to your nominated email address and you will be able to start adding investors to the Westpac BlueChip20 service.

How to apply for a Westpac BlueChip20 account.

• Applicant must download and complete both Westpac BlueChip20 Investment and Westpac BlueChip20 Margin Lending application forms.

• Once they are completed and signed, the original must be sent to:

contact BT Margin Lending
GPO Box 3917


Adviser Registration Adviser Login

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