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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$5,000 |
| Expected Close Date |
Ongoing |
| Description |
BT Investment Funds gives you the advantage of choosing from over 40 investment options. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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BT Financial Group has been providing investment services to Australians since 1969. The BT Investment Funds helps you create and manage wealth with:
- Investment Choice: Invest in a wide range of over 40 investment options from a number of different investment managers across different asset classes.
- Flexibility: BT recognises the need for your investment strategy to change as your needs change by giving you the ability to quickly change your investment strategy between the different investment options as required.
- Services to make investing easier:
- Online or telephone access to your account information
- Manage your investment situation according to your needs with distribution reinvestment, Regular Investment Plan and Flexi Payment Plan.
- BT Customer Relations staff are there to help during business hours.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4% entry fee on investments in the BT Investment Funds as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) |
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| Financial Advice | Professional fee for service financial advice - receive advice that is not driven by commissions. more info
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