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BT Regular Investment Plan

The BT Regular Investment Plan is a simple way to grow your wealth by making regular investments each month.

The BT Regular Investment Plan is available to investors in the BT Investment Funds, BT Premium Cash Fund, and in the BT Classic Investment Funds.  We will deduct a NZ$ equivalent to your Australian dollar regular investment amount each month, directly from your New Zealand bank account. Movements in the NZ$/A$ foreign exchange rate will lead to the NZ$ amount deducted from your NZ bank account changing from month to month.

Regular investment gives you the benefit of dollar cost averaging.

How does it work?

For the BT Investment Funds, BT Premium Cash Fund and the BT Classic Investment Funds.

  • Your direct debit authority must be received by the 15th of the month for your first regular payment to be made on or about the 19th of the same month.
  • To change your details you will need to notify us at least seven business days before the next scheduled debit to ensure the changes take effect that month. Notification received after that time may result in your changes taking effect in the following month.

Signing on to this service

  • Just complete the investment details section of the application form together with the direct debit form. These forms can be found in a current offer document  for the relevant product.

This information is a summary of the terms of this facility. Full terms are contained in the relevant offer document.

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