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Westpac Margin Lending - Forms & Resources
Forms to arrange an investment transaction
Requirement | Form to use |
---|---|
Cash Advance Request To advance funds or transfer a credit balance from your Westpac Margin Loan to an external bank account. |
Cash Advance Request (PDF 678KB) |
Managed Funds Transaction To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments. |
Managed Funds Transaction Form (PDF 756KB) |
Forms to update your account details
Requirement | Form to use |
---|---|
Direct Debit or Direct Credit Request To enable Westpac Margin Lending to debit and/or credit your nominated bank account. |
Direct Debit/Direct Credit Request (PDF 2MB) |
Contact Details Amendments To add or amend the contact details of a borrower or third-party security provider on your Westpac Margin Loan. |
Contact Details Amendments (PDF 701KB) |
Nominate or amend a Financial Adviser To add, change or remove a financial adviser on your Westpac Margin Loan. |
Nominated Financial Adviser (PDF 698KB) |
Nominate an Authorised Representative To appoint someone to operate your Westpac Margin Loan on your behalf. |
Authorised Representative (PDF 770KB) |
Forms to vary your security or loan
Requirement | Form to use |
---|---|
Request a fixed interest rate To request to fix the interest rate on your Westpac Margin Loan. Alternatively, you can sign into your account and request a fixed interest rate there. |
Request a fixed interest rate (PDF 743KB) |
Break Costs Fact Sheet We recommend that you read this before entering a fixed interest rate loan contract. |
Break Costs Fact Sheet (PDF 72KB) |
Request a Share Transfer To lodge or release shares to or from a Westpac Margin Loan. |
Share Transfer Request (PDF 719KB) |
Managed Funds Transfer Request To lodge managed funds to your Westpac Margin Loan. |
Managed Funds Transfer Request (PDF 692KB) |
Transfer the legal ownership of a managed fund or listed security To release Listed Securities or Managed Funds from your Westpac Margin Loan when there will be a change to the legal ownership |
Transfer legal ownership form (PDF 126KB) |
Refinance an existing Margin Loan To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Margin Loan. |
Loan Refinance Form (PDF 2MB) |
Provide third party security To provide security owned by someone other than the borrower to your Westpac Margin Loan. |
Third Party Security Provider Application (PDF 762KB) |
Credit Limit Variation To apply for a credit limit increase or decrease on your Westpac Margin Loan. |
Credit Limit Variation Request (PDF 790KB) |
Credit Limit Variation (for wholesale clients only) To apply for a credit limit increase or decrease on your Westpac Margin Loan – Wholesale. |
Credit Limit Variation Request - Wholesale (PDF 665KB) |
Repay or terminate your Westpac Margin Loan To request a repayment or termination of your Westpac Margin Loan |
Account Closure Form (PDF 681KB) |
Forms for advisers
Requirement | Form to use |
---|---|
Register an adviser or dealer group, change adviser/dealer group contact details or transfer clients To register as a new adviser/dealer group with Westpac Margin Lending, update existing adviser/dealer group contact details or to transfer a single Westpac Margin Loan client/multiple clients between Westpac Margin Lending Advisers. Note: Advisers are unable to be added to a Westpac Online Investment Loan. |
Adviser Registration and Client Transfer Form (PDF 715KB) |
Other documents
- Westpac Margin Lending Facility Agreement (PDF 418KB)
- Westpac Margin Loan Application (Individuals) (PDF 769KB)
- Westpac Margin Loan Application (Companies) (PDF 1MB)
- Westpac Margin Lending Margin Loan Product Disclosure Statement (PDF 269KB)
- BT Securities Limited Financial Services Guide (PDF 289KB)
- Additional Power of Attorney for Tasmanian Applicants (PDF 649KB)
- BT Investment Gearing Cash Management Account Terms and Conditions (PDF 119KB)
- Guide to Westpac Margin Lending (PDF 188KB)
- Westpac Margin Lending Proof of Identification Guide (PDF 687KB)
Forms to arrange an investment transaction
Requirement | Form to use |
---|---|
Cash Advance Request To advance funds or transfer a credit balance from your Westpac Online Investment Loan to an external bank account. |
Cash Advance Request (PDF 624KB) |
Managed Funds Transaction To complete a managed fund transaction including initial or additional applications, redemptions, and distribution amendments. |
Managed Funds Transaction Form (PDF 111KB) |
Forms to update your account details
Requirement | Form to use |
---|---|
Direct Debit or Direct Credit Request To enable Westpac Margin Lending to debit and/or credit your nominated bank account. |
Direct Debit/Direct Credit Request (PDF 702KB) |
Contact Details Amendments To add or amend the contact details of a borrower or third-party security provider on your Westpac Online Investment Loan. |
Contact Details Amendments (PDF 634KB) |
Nominate an Authorised Representative To appoint someone to operate your Westpac Online Investment Loan on your behalf. |
Authorised Representative (PDF 681KB) |
Forms to vary your security or loan
Requirement | Form to use |
---|---|
Request a fixed interest rate To request to fix the interest rate on your Westpac Online Investment Loan. |
Request a fixed interest rate (PDF 694KB) |
Break Costs Fact Sheet We recommend that you read this before entering a fixed interest rate loan contract. |
Break Costs Fact Sheet (PDF 87KB) |
Request a Share Transfer To lodge or release shares to or from a Westpac Online Investment Loan. |
Share Transfer Request (PDF 652KB) |
Lodge Managed Funds To lodge managed funds to your Westpac Online Investment Loan. |
Lodge Managed Funds (PDF 692KB) |
Refinance an existing Margin Loan To either fully or partially refinance your existing Margin Loan with another provider to your Westpac Online Investment Loan. |
Loan Refinance Form (PDF 123KB) |
Provide third party security To provide security owned by someone other than the borrower to your Westpac Online Investment Loan. |
Third Party Security Provider Application (PDF 669KB) |
Credit Limit Variation To apply for a credit limit increase or decrease on your Westpac Online Investment Loan. |
Credit Limit Variation Request (PDF 1MB) |
Repay or terminate your Westpac Margin Loan To request a repayment or termination of your Westpac Online Investment Loan. |
Account Closure Form (PDF 661KB) |
Other documents
- Westpac Online Investment Loan Facility Agreement (PDF 425KB)
- Westpac Online Investment Loan Product Disclosure Statement (PDF 301KB)
- BT Securities Limited Financial Services Guide (PDF 289KB)
- Additional Power of Attorney for Tasmanian Applicants (PDF 1MB)
- Guide to a Westpac Online Investment Loan (PDF 2MB)
Requirement | Form to use |
---|---|
SMA – Additional Investment To make additional investments into your geared SMA account on your Westpac Margin Loan. |
SMA – Additional Investment Form (PDF 681KB) |
SMA – Investment and loan termination To de-link, repay and/or terminate your SMA account and your Westpac Margin Loan. |
SMA – Investment and loan termination Form (PDF 724KB) |
SMA – Partial redemption To partially sell investments in your SMA account. |
SMA – Partial redemption Form (PDF 679KB) |
SMA – Authority to link To link a Praemium SMA account to a Westpac Margin Loan. |
SMA – Authority to link Form (PDF 688KB) |
SMA – Lodging shares To transfer additional shares into your geared SMA account. |
SMA – Lodging shares Form (PDF 709KB) |
SMA – Holding lock To place a holding lock on a particular security in your geared SMA account. |
SMA – Holding lock Form (PDF 698KB) |
SMA – regular gearing To amend, cancel, or suspend regular gearing on an SMA account. |
SMA – Regular Gearing Form (PDF 684KB) |