How to Apply: Personal Investor Information

Step 1 – Please download and read the following documents:

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
Product Disclosure Statement Download Westpac BlueChip20 Product Disclosure Statement

Step 2 – You must download and complete both of the following applications and return them to BT Margin Lending

Product Disclosure Statement Download Product Disclosure Statement 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.

PDF Download Westpac BlueChip20 Margin Lending Application - Individual
PDF Download Westpac BlueChip20 Margin Lending Application - 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.

Step 3 - Download the Account Opening Checklist to ensure your application is complete.

BlueChip20 Margin Lending Download Account Opening Checklist

Step 4 – Mail your completed original Westpac BlueChip20 Investment Application and Margin Lending Application forms to:

contact BT Margin Lending
GPO Box 3917
SYDNEY NSW 2001
Australia

 

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

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