Step 1 – Please download and read the following documents:
Download BT Margin Lending Margin Loan Product Disclosure Statement
Download BT Securities Ltd Financial Services Guide
Download Guide to BT Margin Lending brochure
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
Download Product Disclosure Statement and Investment Application
Download the Investor Identification Form (for investors who have not had their identity verified by a Financial Adviser)
Download Westpac BlueChip20 Margin Lending Application for Individuals
Download Westpac BlueChip20 Margin Lending Application - Companies
As of 1 July 2019 some terms in our facility agreement have been amended to accommodate the introduction of the
Banking
Code of Practice and to comply with Unfair Contract Terms legislation.
- Banking Code of Practice: The Banking Code of Practice (the 'Code') is a set of obligations
developed by the banking industry to ensure we meet
the community's expectations and deliver great service to our clients. The Code holds us to account. The 2019
version of
the Code came into effect on 1 July 2019. The Code applies to individual and small business customers, and their
individual guarantors. Where the Code applies, it is a legally-binding agreement between us and our customers. The
Banking Code of Practice can be viewed here
- Unfair Contract Terms: As part of our focus to continually improve the products and services we
provide to our customers, we have reviewed our
contracts and updated the existing unfair contract term protections for consumers and small business.
Step 3 – Mail your completed original Westpac BlueChip20 Investment Application and Margin Lending Application forms to:
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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).
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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
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