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.
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.
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.
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.
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