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bluechip20.westpac.com.au

Westpac | BlueChip20

Westpac BlueChip20 allows you to easily invest in some of Australia's leading companies. With an initial investment and a margin loan, you could own and build a portfolio of Australia’s top 20 blue chip shares.

http://bluechip20.westpac.com.au/

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Westpac | BlueChip20 | bluechip20.westpac.com.au Reviews

https://bluechip20.westpac.com.au

Westpac BlueChip20 allows you to easily invest in some of Australia's leading companies. With an initial investment and a margin loan, you could own and build a portfolio of Australia’s top 20 blue chip shares.

INTERNAL PAGES

bluechip20.westpac.com.au bluechip20.westpac.com.au
1

Westpac BlueChip20 Application Forms

http://bluechip20.westpac.com.au/forms.htm

Download BT Margin Lending Margin Loan Product Disclosure Statement. Download BT Securities Ltd Financial Services Guide. Download Guide to BT Margin Lending brochure. To apply for a Westpac BlueChip20 investment, you need to complete both. The Westpac BlueChip20 Investment. And the Westpac BlueChip20 Margin Lending. Application forms, sign and return to BT Margin Lending. If you need assistance with your Westpac BlueChip20 applications, call 1800 816 222. Download Change of Bank Account Details form.

2

How to apply for a Westpac BlueChip20 investment

http://bluechip20.westpac.com.au/how-to-apply-investors.htm

How to Apply: Personal Investor Information. 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. 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. Genera...

3

Westpac BlueChip20 Adviser Information

http://bluechip20.westpac.com.au/how-to-apply-advisors.htm

How To Apply: Adviser Information. Westpac BlueChip20 is a separately managed account (SMA) that allows investors to retain beneficial ownership of stocks, and to view their investment online. Investors (and their financial advisers) can view underlying stocks as a single portfolio. Yet compliance requirements for financial advisers differ very little (and sometimes not at all) from those for managed funds. Download BT Margin Lending Margin Loan Product Disclosure Statement. Start with as little as $2,50...

4

How Westpac BlueChip20 works

http://bluechip20.westpac.com.au/about-bluechip20.htm

How Westpac BlueChip20 works. You make a minimum initial investment of just $2,500. This is matched with an interest-only investment loan of the same (or similar) amount. These funds are then used to purchase a market weighted portfolio of Australia's top 20 companies, as determined by the S&P ASX Top 20 Index. Build it up a month at a time. The Westpac BlueChip20 Advantage. Save on brokerage costs. Dividends may cover interest costs. As you build up the value of your share portfolio, any dividends will ...

5

Westpac BlueChip20 FAQs

http://bluechip20.westpac.com.au/faqs.htm

What is the first step? Is Westpac BlueChip20 guaranteed by Westpac? Who is BT Margin Lending? How are my initial funds invested? Do I retain a minimum cash holding? How does Westpac BlueChip20 re-balance my portfolio? How does the minimum trade size work? Can I add additional shares to my investment? Can I stop gearing (drawing down the loan) my investment? Do I have to pay interest on a minimum loan balance of $20,000? What is the fastest way to invest if I have an additional lump sum? How can I manage...

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onlineinvesting.westpac.com.au onlineinvesting.westpac.com.au

Westpac Online Investing | Managed Accounts

https://onlineinvesting.westpac.com.au/Public/Trading/SMAs.aspx

Start in: My Home. Create a New Login Password. Standard - Live Pricing. Advanced - Dynamic Pricing. View Fees and Charges. Standard - Live Pricing. Advanced - Dynamic Pricing. View Fees and Charges. You are here: Products and Services Investment Products Managed Accounts. Invest in Australia’s best. Like Westpac BlueChip20 is a professionally managed portfolio of securities which is managed in accordance with a specific investment strategy. Own the top 20 stocks via one investment. Westpac BlueChip20 ta...

securities.westpac.com.au securities.westpac.com.au

Westpac Securities | Margin Lending

https://securities.westpac.com.au/Public/Trading/MarginLending.aspx

Create a New Login Password. About News and Research. You are here: Products and Services Trading Margin Lending. Our Margin Lending products are designed to provide solutions for all stages of the investment cycle with an emphasis on simplicity. A margin loan allows clients to borrow money to invest in listed securities or managed funds using their existing cash, shares or managed funds as security. BT Margin Lending offers the following loan types:. Highly competitive interest rates. Interest can be pr...

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Westpac | BlueChip20

Westpac BlueChip20 allows you to easily invest in some of Australia's leading companies. With an initial investment from $2,500 of your own funds and the same amount using a margin loan, you could own and build a portfolio of Australia’s top 20 blue chip shares. By accessing and viewing this website you agree to be bound by the Terms and Conditions. Of this website. View our Privacy Policy.

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