HI I am all set up with BT for a margin loan, but am unsure of the process now. I Have units with Navra direct and this will be transferred to BT as security for the new units. I was told to complete a general notice of mortgage for a transfer, but I have since been told this is incorrect. I have now sent off the standard transfer form as per their new request. My question is once this is processed what paperwork do I need to complete to buy the new units via margin lending. I was told yesterday all BT needs is a Navrainvest application form filled in and sent to them. Is this all there is or is there another form that needs to be filled in. Your advice would be appreciated. thanks.