If you don’t currently hold units in the Investment Option you’re looking to BPAY into, we require you to confirm the Investment Option’s features and terms and conditions meet your likely objectives, financial situation and needs under the new design and distribution obligations that apply to us under the Corporations Act 2001.
Please complete sections 1, 7.1, 7.2, and 14 of the application form and return it to us prior to submitting your BPAY instructions.
For more information about the new design and distribution obligations, please visit bt.com.au/ddo.
| Investor Number | C12345678 |
| BT Cash Management Trust | 0101 |
| Customer Reference Number | 010112345678 |
| Fund | Fund Number |
|---|---|
| BT Cash Management Trust | 0101 |
| BT Australian Share Fund | 0104 |
| BT American Share Fund | 0105 |
| BT European Share Fund | 0106 |
| BT International Fund | 0108 |
| BT Asian Share Fund | 0107 |
| BT Future Goals Fund | 0110 |
| BT Income Plus Fund | 0112 |
| BT Property Securities Fund | 0118 |
| BT Japanese Share Fund | 0120 |
| BT Technology Fund* | 0121 |
| BT Partner International Shares Growth 1 | 0129 |
| BT Partner International Shares Value 1 | 0130 |
| BT Partner Australian Share Growth 1 | 0131 |
| BT Partner Australian Share Core 1 | 0132 |
| BT Partner Australian Share Value 1 | 0133 |
| Multi-manager High Growth (formerly Multi-manager Diversified Share) | 0134 |
| Multi-manager Growth | 0135 |
| Multi-manager Balanced | 0136 |
| Multi-manager Conservative | 0137 |
| Aberdeen Actively Hedged International Equities (formerly Credit Suisse International Share) |
0138 |
| UBS International Share | 0139 |
| Platinum International | 0140 |
| Schroder Australian Share | 0141 |
| UBS Australian Share | 0142 |
| Investors Mutual Australian Share | 0143 |
| Barclays Diversified Growth | 0144 |
| Schroder Balanced | 0145 |
| UBS Defensive Investment | 0146 |
| APN Property for Income | 0147 |
| Schroder Hybrid Securities | 0148 |
| UBS Diversified Fixed Income | 0149 |
| BT Fixed Interest Fund | 2506 |
| BT Imputation Fund | 2511 |
| BT Core Hedged Global Share | 2519 |
| BT Diversified Share Fund | 2520 |
| BT Active Balanced Fund | 2521 |
| BT Tax Effective Income Fund | 2522 |
| BT Smaller Companies Fund | 2505 |
| BT Geared Imputation Fund | 0150 |
| Intech High Opportunity | 7213 |
| BT Partner International Shares Core 1 | 7214 |
| BT Global Property | 7210 |
| Investor Number | C12345678 |
| BT Split Growth Fund | 0103 |
| Customer Reference Number | 010312345678 |
| Fund | Fund Number |
|---|---|
| BT Split Income Fund | 0102 |
| BT Split Growth Fund | 0103 |
| BT Balanced Returns Fund | 0111 |
| BT Monthly Income Fund | 0113 |
| BT Australasian Bond Fund | 0116 |
| BT Global Bond Fund | 0117 |
| BT Core Australian Share Fund | 2501 |
| BT Natural Resources Fund | 2504 |
| BT Active Balanced Fund - NEF | 2507 |
| BT Tax Effective Income NEF | 2508 |
| BT Diversified Share Fund - NEF | 2509 |
| BT Ethical Share Fund | 2517 |
| BT Asset Selection Fund 1 | 1102 |
| BT Asset Selection Fund 2 | 4102 |
| BT Select Australian Share Fund 1 | 1104 |
| BT Select Australian Share Fund 2 | 4104 |
| BT International Share Fund 1 | 1101 |
| BT International Share Fund 2 | 4101 |
1. This fund was formerly part of the BT Private Investment Funds range.
2. This fund was formerly part of the BT Premium Funds range.
If you don’t currently hold units in the Investment Option you’re looking to BPAY into, we require you to confirm the Investment Option’s features and terms and conditions meet your likely objectives, financial situation and needs under the new design and distribution obligations that apply to us under the Corporations Act 2001.
Please complete sections 1, 7.1, 7.2, and 14 of the application form and return it to us prior to submitting your BPAY instructions.
For more information about the new design and distribution obligations, please visit bt.com.au/ddo.
| Investor Number | C12345678 |
| BT Investor Choice International Share Fund | 0201 |
| Customer Reference Number | 020112345678 |
| Fund | Fund Number |
|---|---|
| BT Investor Choice International Share Fund | 0201 |
| BT Investor Choice Australian Share Fund1 | 0202 |
| BT Investor Choice Australian Growth Share Fund1 | 0203 |
| BT Investor Choice Cash Management Trust | 0204 |
| BT Investor Choice Australian Bond Fund | 0205 |
| BT Investor Choice Balanced Growth Fund | 0206 |
| BT Investor Choice Dynamic Growth Fund | 0207 |
| BT Investor Choice Moderate Growth Fund | 0208 |
| BT Investor Choice Australian Property Securities Fund | 0209 |
| BT Investor Choice Conservative Growth Fund1 | 0210 |
| BT Investor Choice All Australian Growth Share Fund | 0211 |
| BT Investor Choice All Australian Share Fund | 0212 |
| BT Investor Choice Australian Bond Fund - NEF | 0215 |
| BT Investor Choice All Australian Growth Share Fund - NEF | 0216 |
| BT Investor Choice All Australian Tax Effective Share Fund - NEF | 0217 |
| BT Investor Choice Balanced Growth Fund - NEF | 0218 |
| BT Investor Choice Dynamic Growth Fund - NEF | 0219 |
| BT Investor Choice Moderate Growth Fund - NEF | 0220 |
| BT Investor Choice International Share Fund - NEF | 0222 |
| BT Investor Choice Australian Property Securities Fund - NEF | 0223 |
1. Only available to existing BT Investor Choice Funds investors who have a holding in these Funds.
| Investor Number | C12345678 |
| BT Premium Cash Fund (formerly in BT Private Investment Funds) |
3901 |
| Customer Reference Number | 390112345678 |
| Fund Name | Fund Number |
|---|---|
| BT Premium Cash Fund1 | 3901 |
| BT Premium Cash Fund2 | 4201 |
1. This fund was formerly part of the BT Private Investment Funds range.
2. This fund was formerly part of the BT Premium Funds range.
Your payment will generally be received by BT before 4.00pm (Sydney time) on the business day after you request your financial institution to make payment – provided that request is made before your financial institution's cut-off time (usually 6.00pm Sydney time).
Your application made by BPAY will generally not be processed until the business day following the BPAY transaction request, provided that the request is made before your bank’s cut-off time – usually 6.00pm (Sydney time). Units will be issued based on the entry price applying at the time of processing.
Any payments requested generally can’t be reversed.
Additional contributions will be issued pursuant to the terms outlined in the then current fund prospectus, brochure, trust deed and policy document (as appropriate).
There is no minimum additional investment amount.