Investment solutions all forms

BT Investment Funds

BT Investment Funds – Switch Form
Use this form to switch funds from one investment option to another.
BT Investment Funds – Additional Application Form
Use this form to make additional investments. Alternatively, if you already have a direct debit arrangement in place, log in to the BT Online investor portal or call (02) 8456 0230.
BT Investment Funds – Redemption Request Form
Use this form to withdraw part or all of your investment in BT Investment Funds.
BT Investment Funds – Regular Investment Plan Form
Use this form to establish, cancel, or make changes to a regular investment plan for a fund you have existing holdings in. If you don't have existing holdings in a fund, you must use the application form to invest and set up a regular investment plan.

BT Investment Funds – Change of Bank Account Form
Use this form to update your bank account with us
BT Investment Funds – Change of Details Form
Use this form to change the registered address for your investment
BT Investment Funds – Change of Name Form
Use this form to change your name on your investment
BT Investment Funds – Transfer Form
use this form to instruct us to transfer your units to another investor

BT Investor Choice Funds – Switch Form
Use this form to switch funds from one investment option to another.
BT Investor Choice Funds – Additional Application Form
Use this form to make additional investments. Alternatively, if you already have a direct debit arrangement in place, log in to the BT Online investor portal or call (02) 8456 0230.
BT Investor Choice Funds – Redemption Request Form
Use this form to withdraw part or all of your investment in BT Investor Choice Funds.
BT Investor Choice Funds – Regular Investment Plan Form
Use this form to establish, cancel, or make changes to a regular investment plan for a fund you have existing holdings in. If you don't have existing holdings in a fund, you must use the application form to invest and set up a regular investment plan.

BT Investor Choice Funds – Change of Bank Account Form
Use this form to update your bank account with us
BT Investor Choice Funds – Change of Details Form
Use this form to change the registered address for your investment
BT Investor Choice Funds – Change of Name Form
Use this form to change your name on your investment
BT Investor Choice Funds – Transfer Form
Use this form to instruct us to transfer your units to another investor

BT Classic Investment Funds – Switch Form
Use this form to switch funds from one investment option to another.
BT Classic Investment Funds – Additional Application Form
Use this form to make additional investments. Alternatively, if you already have a direct debit arrangement in place, log in to the BT Online investor portal or call (02) 8456 0230.
BT Classic Investment Funds – Redemption Request Form
Use this form to withdraw part or all of your investment in BT Classic Investment Funds.
BT Classic Investment Funds – Regular Investment Plan Form
Use this form to establish, cancel, or make changes to a regular investment plan for a fund you have existing holdings in. If you don't have existing holdings in a fund, you must use the application form to invest and set up a regular investment plan.

BT Classic Investment Funds – Change of Bank Account Form
Use this form to update your bank account with us
BT Classic Investment Funds – Change of Details Form
Use this form to change the registered address for your investment
BT Classic Investment Funds – Change of Name Form
Use this form to change your name on your investment
BT Classic Investment Funds – Transfer Form
Use this form to instruct us to transfer your units to another investor

BT Premium Cash Fund – Additional Application Form
Use this form to make additional investments. Alternatively, if you already have a direct debit arrangement in place, log in to the BT Online investor portal or call (02) 8456 0230.
BT Premium Cash Fund – Redemption Request Form
Use this form to withdraw part or all of your investment in BT Premium Cash Fund.
BT Premium Cash Fund – Regular Investment Plan Form
Use this form to establish, cancel, or make changes to a regular investment plan for a fund you have existing holdings in. If you don't have existing holdings in a fund, you must use the application form to invest and set up a regular investment plan.

BT Premium Cash Fund – Change of Bank Account Form
Use this form to update your bank account with us
BT Premium Cash Fund – Change of Details Form
Use this form to change the registered address for your investment
BT Premium Cash Fund – Change of Name Form
Use this form to change your name on your investment
BT Premium Cash Fund – Transfer Form
Use this form to instruct us to transfer your units to another investor