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Disclosure documents
This page provides you with electronic access to the PDSs for financial products and services that are identified on this website and that are issued by entities within the BT Financial Group of companies, together with electronic access to the FSGs for these entities.
Please note that some financial products, such as some bank products and margin loans, are not required to have a PDS. Go to Product Disclosure Statements:
- Managed Funds
- Personal Superannuation and Retirement
- Employer Superannuation
- Margin Lending
- Portfolio Management
-
Wrap
PDS updates:
- BT Multi-manager Funds update - May 2007 (PDF 90KB)
- BT Partner Funds update - May 2007 (PDF 90KB)
- Consultant Change Notice - May 2007 (PDF 90KB)
- Changes to BT
diversified funds (PDF 34KB)
| Managed funds | Method | |
|---|---|---|
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BT Investment Funds |
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BT Classic Investment Funds |
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BT Premium Cash Fund |
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BT Investor Choice Funds |
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| Are you unable to download the PDFs? Learn how to remove the pop-up blockers to enable you to download PDFs. | ||
| Financial Services Guide BT Funds Management Limited & BT Funds Management No.2 Limited & Westpac Financial Services Ltd. |
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| Superannuation - personal super and retirement | Method | |
|---|---|---|
|
BT Super for Life |
|
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BT Lifetime - Personal Super |
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BT Lifetime - Flexible Pension |
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| Financial Services Guide BT Funds Management Limited & BT Funds Management No.2 Limited & Westpac Financial Services Ltd. |
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| BT Super for Life Trustee | Download (PDF 86KB) | |
| Superannuation - employer super | Method | |
|---|---|---|
| BT Lifetime Super Employer Plan - Offer documents including Product Disclosure Statement | By post | Download |
|
BT Lifetime Super Employer Plan - Spouse, Sole Trader and Business Partner Application Booklet |
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BT Lifetime Super Employer Plan (Annual Report 2007) |
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BT Business Super - Offer documents including Product Disclosure Statement |
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BT Business Super - Spouse, Sole Trader and Business Partner Application Booklet |
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BT Business Super (Annual Report 2007) |
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| Are you unable to download the PDFs? Learn how to remove the pop-up blockers to enable you to download PDFs. | ||
| Financial Services Guide | ||
| BT Lifetime Super - Employer Plan BT Funds Management Limited & BT Funds Management No.2 Limited & Westpac Financial Services Ltd. |
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| BT Business Super Westpac Securities Administration Limited & Westpac Life Insurance Services Limited. |
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| Legal Notices | ||
| BT Lifetime Super - Employer Plan - March 2008 | ||
| BT Business Super - March 2008 | ||
| Margin lending | Method | |
|---|---|---|
|
BT Margin Loan |
|
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| Are you unable to download the PDFs? Learn how to remove the pop-up blockers to enable you to download PDFs. | ||
| Financial Services Guide BT Securities Limited |
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| Portfolio management | Method | |
|---|---|---|
| BT Portfolio Management BT Elect Portfolio – PDS (including Westpac Securities Limited Financial Services Guide) |
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| Wrap | Method | |
|---|---|---|
| Financial Services Guide BT Portfolio Services Ltd |
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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.