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

PDF Download the Investor Identification Form (for investors who have not had their identity verified by a Financial Adviser)

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

  1. 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

  2. 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:

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