If you don’t currently hold units in a BT Investment Funds Investment Option, you’re unable to make an initial investment using BPAY. To apply, complete the relevant BT Investment Funds Application Form available on our forms page.
Where you’re making an additional investment into a BT Investment Fund Investment Option you currently hold units in, you’ll need to complete the BT Investment Funds – Additional Application Form . When you complete the Additional Application Form, 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.
For more information about the new design and distribution obligations, please visit bt.com.au/ddo.
Additional investments into the BT Classic Investment Funds are only permitted where you currently hold units in one of the Investment Options.
Where you’re making an additional investment into a BT Classic Investment Fund Investment Option you currently hold units in, you’ll need to complete the BT Classic Investment Funds – Additional Application Form . When you complete the Additional Application Form, 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.
For more information about the new design and distribution obligations, please visit bt.com.au/ddo.
If you don’t currently hold units in a BT Investor Choice Funds Investment Option, you’re unable to make an initial investment using BPAY. To apply, complete the relevant BT Investor Choice Funds Application Form available on our forms page.
Where you’re making an additional investment into a BT Investor Choice Funds Investment Option you currently hold units in, you’ll need to complete the BT Investor Choice Funds – Additional Application Form . When you complete the Additional Application Form, 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.
For more information about the new design and distribution obligations, please visit bt.com.au/ddo.
If you don’t currently hold units in the BT Premium Cash Fund, you’re unable to make an initial investment using BPAY. To apply, complete the relevant BT Premium Cash Fund Application Form available on our forms page.
Where you’re making an additional investment into the BT Premium Cash Fund, you’ll need to complete the BT Premium Cash Fund – Additional Application Form . When you complete the Additional Application Form, we require you to confirm the BT Premium Cash Fund’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.
For more information about the new design and distribution obligations, please visit bt.com.au/ddo.
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.