Get Margin Loan Typable Application Form

This guide provides detailed, step-by-step instructions on completing the Margin Loan Typable Application Form online. Designed for users with varying levels of experience, the guide aims to ensure clarity and ease of use throughout the application process.

Follow the steps to complete your application form successfully:

1. Click the ‘Get Form’ button to access the Margin Loan Typable Application Form through your web interface.
2. Begin by entering your individual details in Section 1. Fill out your full name, date of birth, and contact information clearly using black pen and uppercase letters.
3. In Section 2, if applicable, provide details about the trust including the full name of the trust and details of trustees.
4. Complete the relevant financial details in Section 4, including your sources of income and a statement of financial position outlining your assets and liabilities.
5. Move on to Section 3 to indicate your desired credit limit and how you wish to pay variable interest, marking your preferred options clearly.
6. If nominating a financial adviser, ensure their details are correctly filled out, including their licensed status and your consent for them to operate on your behalf.
7. Review your entries for accuracy, ensuring that all mandatory sections are complete according to your status as an individual, joint applicant, or trustee.
8. Once the form is completely filled out, save your changes and prepare to submit the form to BT Margin Lending by the specified method.

Submit your completed Margin Loan Typable Application Form online to take the next step in securing your margin loan.