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BT Multi-manager funds - PDS and other disclosure documents
This page provides you with electronic access to the PDSs relavant to BT Multi-manager funds issued by entities within the BT Financial Group of companies, together with electronic access to the FSGs for these entities.
PDS updates:
- Additional information on how and when management costs are paid for BT Wholesale Multi-manager and BT Wholesale Partner Funds - March 2008 (PDF 59KB)
- BT Multi-manager Funds update - May 2007 (PDF 90KB)
- BT Partner Funds update - May 2007 (PDF 90KB)
- Consultant Change
Notice - May 2007 (PDF 90KB)
| Managed funds | Method | |
|---|---|---|
|
BT Investment Funds |
||
| BT Wholesale Funds | Download | |
| Financial Services Guide BT Funds Management Limited & BT Funds Management No.2 Limited & Westpac Financial Services Ltd. |
||
| Superannuation - personal super and retirement | Method | |
|---|---|---|
|
BT Super for Life |
|
|
|
BT Lifetime - Personal Super |
||
| Financial Services Guide BT Funds Management Limited & BT Funds Management No.2 Limited & Westpac Financial Services Ltd. |
||
| BT Super for Life Trustee | Download (PDF 86KB) | |
| Superannuation - employer super | Method | |
|---|---|---|
| BT Lifetime Super Employer Plan - Offer documents including the PDS | By post | Download |
|
BT Business Super - Offer documents including the PDS |
||
| Financial Services Guide | ||
| BT Lifetime Super - Employer Plan BT Funds Management Limited & BT Funds Management No.2 Limited & Westpac Financial Services Ltd. |
||
| BT Business Super Westpac Securities Administration Limited & Westpac Life Insurance Services Limited. |
||
| Wrap | Method | |
|---|---|---|
| Financial Services Guide BT Portfolio Services Ltd |
||
Other disclosure documents
In addition to PDSs and FSGs, this website also contains other disclosure
documents such as brochures and annual
reports.
What is a Product Disclosure Statement?
A Product Disclosure Statement or PDS is a document (or sometimes a group of documents) that contains information about a financial product, including any significant benefits and risks, the cost of the financial product and the fees and charges that the financial product issuer may receive.
A Financial Services Guide or FSG describes the financial services offered by, and important information about, a financial services licensee.