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We will send you the details of financial advisers in your locality.

These advisers are independent of BT and are, to the best of our knowledge, qualified to give financial advice.

In providing the name of a financial adviser, BT takes no responsibility for that adviser and is in no way endorsing that adviser.

Selecting a financial adviser is a personal decision. It is important for you to exercise care in selecting an adviser that will satisfy your particular needs. To help you make this decision visit our section on How to choose a financial adviser.

 

BT will hold all investor information you provide to it securely and will not disclose investor information to any third party unless required to do so by law. You understand that the Privacy Act 1993 allows you to access and correct any personal information about you held by BT. You consent to BT using your personal information to advise you of other products and services offered by BT. You may notify BT at any time if you no longer consent to receiving information from BT.

 

The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of any investment option.

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