Product disclosure documents download

To comply with our obligations under the Anti-Money Laundering (AML) and Counter Terrorism Financing (CTF) Act 2006, new BT customers must now complete a Customer Identification Form in addition to the application form in the Product Disclosure Statement (PDS).

The Customer Identification Form (to be completed by individuals, sole traders and joint investors only) is located in the Product Disclosure Statement (PDS). Customer identification forms for other entity types can be downloaded from bt.com.au/AML or can be obtained from BT Customer Relations on 132 135.

Please follow the instructions provided in the PDS. If you are lodging your application form through a financial adviser, please speak with your adviser before completing the Customer Identification Form.

Investments in this product are not investments, deposits or other liabilities of the Trustee, WBC or member companies of the Westpac Group. The repayment of capital and investment performance are not guaranteed except as stated in the product's offer document. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested. Westpac Banking Corporation (ABN 33 007 457 141) holds an Australian Financial Services Licence.

If you choose to acquire a financial product issued by BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Ltd directly and not through a financial adviser or intermediary, it is important to download and read the Financial Services Guide (PDF) before deciding to invest. The guide outlines the financial services provided by BT as well as important information about contacting BT, its dispute resolution process and the benefits and commissions BT receives.

Investments in this product are not investments, deposits or other liabilities of the Trustee, WBC or member companies of the Westpac Group. The repayment of capital and investment performance is not guaranteed except as stated in the product's offer document. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested. Westpac Banking Corporation (ABN 33 007 457 141) holds an Australian Financial Services Licence.

If you choose to acquire a financial product issued by Westpac Life Insurance Services Limited and Westpac Securities Administration Limited and not through a financial adviser or intermediary, it is important to download and read the Financial Services Guide (PDF) before deciding to invest. The guide outlines the financial services provided by BT as well as important information about contacting BT, its dispute resolution process and the benefits and commissions BT receives.

Investments in this product are not investments, deposits or other liabilities of the Trustee, WBC or member companies of the Westpac Group. The repayment of capital and investment performance is not guaranteed except as stated in the product's offer document. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested. Westpac Banking Corporation (ABN 33 007 457 141) holds an Australian Financial Services Licence.

Please ensure you read any relevant product updates before applying for a product based on these product disclosure documents.

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