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CEO address
Emilio Gonzalez speaks at the Morningstar Annual Investment Conference 29 April 2010
Read the transcript
Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF)
The Government has introduced new Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) laws to reduce the risk of Australian businesses being misused for the purposes of money laundering or financing terrorism.
These changes were introduced into Australia by the Anti-Money Laundering (AML) and Counter-Terrorism Financing (CTF) Act 2006, bringing Australia in line with international standards.
As a result of the new legislation, BT Investment Management (RE) Limited (BTIM (RE) or (BTIM), along with other financial services organisations must change the way in which we verify the identity of customers.
BTIM (RE) will be complying with this new legislation from 23 February 2009.
The question and answer section below provides further information.
Financial Services Guide
This Financial Services Guide (FSG) is issued by BT Investment Management (RE) Limited ABN 17 126 390 627 to inform investors of the financial services BTIM offers. We are required to provide you with this Financial Services Guide as a requirement under our Australian Financial Services Licence (AFSL).
Customer Identification Forms
(If you are a new investor a Customer Identification Form must be completed with the relevant application form)
Application Forms
Please ensure that you have read & understood the Product Disclosure Statement (PDS) or Information Memorandum (IM), (as the case may be), for the relevant fund you are investing in prior to completing an Application Form.
To obtain an Application Form for the BT Institutional International Sustainability Share Fund, please call BT Customer Relations.
Frequently Asked Questions
Contact Details
BT Customer Relations: 1800 813 886
8.00am to 5.30pm (Sydney time), Monday to Friday.
Important Information
BT Investment Management (RE) Limited ABN 17 126 390 627 is the responsible entity and issuer of units in the Fund (other than Pooled Superannuation Trusts). The trustee of the Pooled Superannuation Trusts(Funds) and information about those Funds is set out here. The investment manager for the Funds is BT Investment Management (RE) Limited. Where a product disclosure statement (PDS) is available on this page for the Fund you should obtain and consider the PDS before deciding whether to acquire, continue to hold or dispose of units in the Fund.
BT Investment Management Limited (ABN 28 126 385 822) BTŪ is a registered trade mark of BT Financial Group Pty Ltd and is used under licence.
