Your BT Open registration includes advice strategies from BT advice specialist Bryan Ashenden, market insights, news feeds and expert content.
Your window to a range of practice services including customisable client marketing, professional development and networking events. You also get access to negotiated pricing from third-party service providers such as research houses and advice software companies.
Supporting your practice – Leverage tools and resources so you can focus on what matters to you.
Keep up-to-date – Get access to quality technical information and market news to help you provide advice and reduce the compliance burden in your business.
Licence transitions – Capitalise on our knowledge and expertise to guide you through licence transitions whether you’re moving licences or setting up a new AFSL.
Stay connected – Engage with specialists and your peers with a program of events, webinars and training.
Get access to quality information, expertise and tools to help you manage your AFSL, provide quality advice and reduce the compliance burden in your business.
AFSL Responsible Managers support
AFSL Governance support
Advice Strategy services
Access expertise, strategy, support and a range of tools to help you with licence transitions, client engagement, marketing and running a successful advice business.
AFSL transition and application support
Customisable digital client marketing
Negotiated pricing from third-party service providers
Access a range of masterclasses, events and research providing the knowledge,
competencies and ongoing development to help you provide quality advice and drive business success.
General community events and activities
Access to research houses
BT Open Services is provided by BT Portfolio Services Ltd ABN 73 095 055 208, AFSL 233715 (‘BTPS’). The BT services available for purchase through BT Open Services are provided by Magnitude Group Pty Ltd ABN 54 086 266 202 AFSL 221557 (‘Magnitude’). These services are administration and support services only. Neither Magnitude nor BTPS accepts any responsibility for your obligations as an adviser or AFSL holder (including your ongoing compliance obligations). You are solely responsible for your obligations and ensuring you meet them. The information and documents available on BT Open Services are for the information of financial advisers and licensees only.