Important Updates

16 February 2010

Financial Industry Complaints Service (FICS) change to Financial Ombudsman Service (FOS)

Effective on 1 July 2008, FICS has merged with the Banking and Financial Services Ombudsman and the Insurance Ombudsman Service to form FOS.

FOS provides a national dispute resolution service that independently and impartially resolves disputes relating to the financial services industry.

For more information on FOS and BT Investment Management (RE) Limited's complaint resolution process please see the document below.

How we deal with complaints(234KB)

20 November 2009

Change of Registered Office

Effective Friday 20 November 2009 the registered office of BT Investment Management Limited (ABN 28 126 385 822) and BT Investment Management (RE) Limited (ABN 17 126 390 627) changed to:
Level 14
The Chifley Tower
2 Chifley Square
Sydney, NSW 2000

19 October 2009

BT Wholesale Ethical Conservative Fund

Important changes have been made to the fund, effective from 26 September 2009.
In summary these are:

  1. Change of Fund’s name to 'BT Sustainable Conservative Fund';
  2. Change of the Fund’s investment guidelines to permit investment in a broad range of fixed interest assets including Australian corporate bonds;
  3. Change of the Fund’s Australian fixed interest benchmark to UBS Composite Bond Index;
  4. Change of the Fund’s Buy-sell spread from 0.19% to 0.20%;
  5. Change of the Fund’s investment guidelines to allow sustainable screening of all asset classes;
  6. Change of the Fund’s investment risks to include 'credit and counterparty risk'.

For more information on these changes please click through to the Supplementary PDS.

19 October 2009

BT Institutional Ethical Balanced Fund

Important changes have been made to the fund, effective as at 26 September 2009.
In summary these are:

  1. Change of Fund’s name to 'BT Sustainable Balanced Fund';
  2. Change of the Fund’s investment guidelines to permit investment in a broad range of fixed interest assets including Australian corporate bonds;
  3. Change of the Fund’s Australian fixed interest benchmark to UBS Composite Bond Index;
  4. Change of the Fund’s Buy-sell spread from 0.40% to 0.34%;
  5. Change of the Fund’s investment guidelines to allow sustainable screening of Australian fixed interest.

For more information on these changes please click through to the Information Memorandum.

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