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This document provides detailed information about the BT Elect Portfolio, a managed investment scheme including investment options, operating procedures, fees, risks, and application process.
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How to fill out bt elect portfolio product
How to fill out BT Elect Portfolio Product Disclosure Statement
01
Start by downloading the BT Elect Portfolio Product Disclosure Statement (PDS) from the official website.
02
Read the introductory section to understand the purpose and importance of the PDS.
03
Gather all necessary personal and financial information required for filling out the form.
04
Carefully follow each section of the PDS, providing accurate information as requested.
05
Review the investment options outlined in the PDS and select those that align with your financial goals.
06
Complete all declaration sections, ensuring that you agree to the terms and conditions.
07
Double-check all entries for accuracy and completeness before submitting.
08
Submit the completed PDS to your financial advisor or the relevant BT representative.
Who needs BT Elect Portfolio Product Disclosure Statement?
01
Individuals looking to invest in the BT Elect Portfolio.
02
Financial advisors assisting clients in building their investment portfolios.
03
Anyone needing to understand the risks, fees, and benefits associated with the BT Elect Portfolio.
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People Also Ask about
Does BT Super for Life still exist?
On or around 1 April 2023 (transfer date) we're closing the BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).
Where has my BT Super gone?
On or around 1 April 2023 (transfer date) we're closing the BT Super, BT Super for Life and BT Super for Life – Westpac Group Plan products and transferring all accounts to the Mercer Super Trust (Mercer Super).
How do you write a product disclosure statement?
It must include information about the product's key features, fees, commissions, benefits, risks and the complaints handling procedure.
What happened to BT Super for Life?
BT Super merged into the Mercer Super Trust on 1 April 2023, and all BT Super for Life accounts were transferred to Mercer Super on that date.
Does Asgard Super still exist?
Asgard Elements – Super/Pension is no longer available to new members effective 5 December 2021. Existing members in Asgard Elements – Super/Pension are not impacted by the closure and will continue to have access to the current features and functionality of the product.
How do I contact BT Panorama?
They can contact us on 1300 881 716 or +612 9155 4030 if calling from overseas, should they require assistance.
Who has taken over BT Super?
BT Super and Mercer merger – implications for TPD and income protection. After months of planning, the merger or transfer of BT Super into Mercer was finalised on 1 April 2023. We understand that the transfer means that Mercer now has approximately 850,000 members.
What happened to BT insurance?
Previously branded BT, Westpac or St. The sale of WLISL to TDA was completed on 1 August 2022 and WLISL changed its name to TAL Life Insurance Services Limited (TLISL).
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What is BT Elect Portfolio Product Disclosure Statement?
The BT Elect Portfolio Product Disclosure Statement (PDS) is a legal document that provides details about the investment options and features of the BT Elect Portfolio, including risks, fees, and terms.
Who is required to file BT Elect Portfolio Product Disclosure Statement?
Financial institutions, investment managers, or advisors who offer the BT Elect Portfolio to clients are required to file the Product Disclosure Statement.
How to fill out BT Elect Portfolio Product Disclosure Statement?
To fill out the BT Elect Portfolio PDS, an individual or entity must collect pertinent information regarding their investment options, fees, product features, and any applicable terms and conditions, then input this information into the designated sections of the PDS.
What is the purpose of BT Elect Portfolio Product Disclosure Statement?
The purpose of the BT Elect Portfolio Product Disclosure Statement is to inform potential investors about the product's features, risks, and costs, ensuring that they can make well-informed decisions.
What information must be reported on BT Elect Portfolio Product Disclosure Statement?
The BT Elect Portfolio PDS must report information such as investment options available, fees and charges, risks associated with the investment, and any significant terms and conditions.
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