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How to invest

Four ways to begin investing with BT Funds Management

Whether you wish to invest in the BT Investment Funds or BT Classic Investment Funds, it is essential that you make your initial application in writing on the appropriate application form and remember, you must be a New Zealand resident to invest in any of the products offered on this  website.

To receive your copy of the offer document(s) containing the application form(s), you need to do one of the following:

  1. Contact your financial adviser.

    If you do not have a financial adviser, go to Need financial advice? for information about choosing a financial adviser.

  2. Download the appropriate offer document  from this site.

  3. Call BT Customer Relations toll free on 0800 800 661 during office hours, Monday - Friday, 9.00 am - 5.00 pm.

  4. Complete the email request form for information.

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