We have announced our intention to migrate BT Wrap accounts to BT Panorama. Visit the migration hub for all the latest updates and resources to help ensure a smooth migration.
Compact Wrap (PDF 127 KB)
Wholesale Plus Funds (PDF 3.25 MB)
Compact Wrap Investor flyer (PDF 91 KB)
Adviser registration form (PDF 980 KB)
Dealer group form (PDF 876 KB)
Investment (PDF 1.97 MB)
Super and pension (PDF 2.65 MB)
Cradle to grave (PDF 76 KB)
Life insurance (PDF 73 KB)
Low touch clients (PDF 73 KB)
Cost conscious clients (PDF 73 KB)
Just starting out (PDF 73 KB)
Consolidated super (PDF 73 KB)
BT Portfolio Services FSG (PDF 97 KB)
Adviser guide (PDF 336 KB)
SuperWrap FAQs (PDF 101 KB)
BT Capital Protection Fund PDS (PDF 11.9 MB)
Available funds list (PDF 475 KB)
The list of funds that can be protected using Wrap Capital Protection
Initial allocation table (PDF 73 KB)
The initial allocation to the client's selected managed fund
BT Panorama Super – Product Disclosure Statement (PDS)
(PDF 8,455 KB)
BT Panorama SMSF Fund Administration (PDF 1,122 KB)
BT Panorama Cash Investments (PDF 206 KB)
Application form (PDF 2.67 MB)
Premium holiday request (PDF 277 KB)
Alteration request (PDF 40 KB)
Direct debit request (PDF 568 KB)
Nomination of beneficiaries (PDF 144 KB)
SuperWrap Application for continuation option (PDF 133 KB)
Wrap Application for continuation option (PDF 136 KB)
Application for additional benefits (PDF 209 KB)
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