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:

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

Disclaimers:
General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness and the Westpac BlueChip20 Product Disclosure Statement and the BT Margin Loan Product Disclosure Statement (each a PDS). Each PDS is relevant when deciding whether to acquire or hold these products.

Westpac BlueChip20 is a financial product issued by Praemium Australia Limited ABN 92 117 611 784 AFSL No. 297956. The BT Margin Lending Margin Loan is a financial product issued by BT Securities Limited ABN 84 000 720 114 AFSL No. 233722. Neither product is a deposit with or other liability of Westpac Banking Corporation ABN 33 007 457 141 (Westpac) or any other company in the Westpac group of companies. They are subject to investment risk, including possible delays in repayment and loss of income and principal invested. Neither Westpac nor any of its respective directors, officers, employees, associates or its subsidiaries guarantee or give any assurance in regard to the capital value, income return or performance of any investment offered in either PDS.
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