Advised investor migration recent update

As we work towards migrating to BT Panorama, we will keep you informed of all the latest updates and announcements.

Do you have multiple signatories on your BT Investment Wrap account?

06 November 2020

If you currently have more than one authorised signatory (for example, joint account holders with two signatures to operate your account), you won’t be able to transact on your Panorama Investments account online once your account is migrated until you have updated the authorisations relating to your account. If you’d like the ability to transact online, you will need to amend your account to enable one person to sign. You and your authorised signatories can do this by completing the ‘Account set up and permissions for migrating Wrap accounts’ form.

Back to the migration hub

Speak to your financial adviser or call us Mon-Fri 8:30am-6:30pm, Sydney time

BT Portfolio Services Ltd ABN 73 095 055 208 AFSL 233715 (BTPS) operates Panorama Investments and administers Panorama Super. BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 (BTFM) is the trustee and issuer of Panorama Super, which is part of Retirement Wrap ABN 39 827 542 991. Westpac Financial Services Ltd ABN 20 000 241 127 AFSL 233716 (WFSL) is the responsible entity and issuer of interests in BT Managed Portfolios. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714 (Westpac) is the issuer of the BT Cash Management Account (BT CMA). Together, these products are referred to as the Panorama products. A Product Disclosure Statement or other disclosure document (PDS) for the Panorama products can be obtained by contacting BT on 1300 657 010, or by visiting www.bt.com.au/professional/solutions/investments.html. You should obtain and consider the relevant PDS before deciding whether to acquire, continue to hold or dispose of interests in the Panorama products.

In addition, BTPS is the provider of the Panorama SMSF Establishment Service and the Panorama SMSF Administration Service. The Guide and Terms and Conditions for these services are available by contacting BTPS.

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