How to Apply: Personal Investor Information

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 Westpac BlueChip20 Margin Lending Application - Individual
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:

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).