Wrap and SuperWrap: BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates Wrap and administers SuperWrap. BT Funds Management Limited ABN 63 002 916 458 is the trustee and issuer of SuperWrap. An IDPS Guide for Wrap or a Product Disclosure Statement for SuperWrap are available to advisers to be provided to clients. Clients should obtain and consider the relevant disclosure document before deciding whether to acquire, continue to hold or dispose of interests in Wrap or SuperWrap.
Wrap Capital Protection: BTFM is the responsible entity and issuer of units in the BT Capital Protection Fund ARSN 160 548 970 (Fund). The Product Disclosure Statement (PDS) for the Fund can be obtained by calling 132 135, or at bt.com.au. Clients should obtain and read the PDS before deciding to obtain Wrap Capital Protection via the Fund.
Wholesale Plus Funds: BT Funds Management ABN 63 002 916 458 AFSL No. 233724 (‘BTFM’) is the responsible entity and issuer of units in each of the Wholesale Plus Funds. A Product Disclosure Statement for each Wholesale Plus Fund can be obtained by calling 1300 657 010, or from bt.com.au/WholesalePlus. Clients should obtain and consider the Product Disclosure Statement before deciding whether to acquire, continue to hold or dispose of units in a Wholesale Plus Fund.
BTFM and BTPS are wholly owned subsidiaries of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Apart from any interest investors may have in underlying bank accounts held at Westpac through a Wrap Cash Account or Westpac securities acquired through Wrap or SuperWrap, an investment in, or acquired using, Wrap or SuperWrap is not an investment in, deposit with or any other liability of Westpac or any other company in the Westpac Group. These investments are subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. Neither Westpac nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through, Wrap or SuperWrap.
The information on this website may contain financial product advice and has been prepared for use by advisers only. It must not be made available to any retail client and any information in it must not be communicated to any retail client or attributed to BTPS, BTFM or any other company in the Westpac Group. The information in this document is general in nature only and does not take into account any client’s objectives, financial situation or needs, so its appropriateness will need to be considered having regard to each client’s objectives, financial situation and needs. Information is current as at March 2015.
© BT Financial Group 2015.