Disclosure documents

BT Invest pack (PDF)
Contains your Investor Guide and Additional Information and Terms Booklet

BT Invest Cash Management Account Pack (PDF)
Contains BT Invest Cash Management Account and related Payments Services Terms and Conditions and the Fee and Charges Brochure and Interest Rate Schedule

BT Panorama Financial Services Guide (PDF)

BT Managed Portfolios Product Disclosure Statement – Part 1 (PDF)

BT Managed Portfolios Product Disclosure Statement – Part 2 (PDF)

Product updates

Banking Code of Practice

Advance Conservative Portfolio Fact Sheet (PDF 122 KB)

Advance Balanced Portfolio Fact Sheet (PDF 121 KB)

Advance Moderate Portfolio Fact Sheet (PDF 121 KB)

Advance Growth Portfolio Fact Sheet (PDF 122 KB)

Advance High Growth Portfolio Fact Sheet (PDF 119 KB)

Pendal Australian Shares Portfolio (PDF 141 KB)

BT S&P/ASX 20 Shares Portfolio (PDF 125 KB)

Antares Dividend Builder Portfolio (PDF 135 KB)

DNR Capital Australian Equities High Conviction Portfolio (PDF 143 KB)

Pendal Sustainable Future Australian Shares Portfolio (PDF 70 KB)

BT Managed Portfolio Proxy Voting Record (PDF 97 KB)