Financial Services Guide
This Financial Services Guide (FSG) is issued by BT Investment Management (Fund Services) Limited ABN 13 161 249 332 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)
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
BT Customer Relations: 1800 813 886
8.00am to 5.30pm (Sydney time), Monday to Friday.
BT Investment Management (Fund Services) Limited ABN 13 161 249 332 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 (Fund Services) 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.