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This document serves as a supplementary disclosure statement that updates the original Product Disclosure Statement (PDS) for the BT Investment Funds, detailing changes to fees, compliance with regulations,
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How to fill out BT Investment Funds Second Supplementary Product Disclosure Statement
01
Gather all relevant personal and financial information.
02
Read the BT Investment Funds Second Supplementary Product Disclosure Statement (PDS) carefully.
03
Complete the application form included in the PDS, ensuring all details are accurate.
04
Provide any additional documentation that may be required, such as identification or proof of income.
05
Review your completed application for any errors or missing information.
06
Submit the application according to the instructions provided in the PDS, either electronically or by mail.
Who needs BT Investment Funds Second Supplementary Product Disclosure Statement?
01
Individuals looking to invest in BT Investment Funds.
02
Financial advisers assisting clients with investment decisions.
03
Existing investors who want to understand the supplementary details regarding their investment.
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What is BT Investment Funds Second Supplementary Product Disclosure Statement?
The BT Investment Funds Second Supplementary Product Disclosure Statement is a detailed document that provides additional information about BT Investment Funds products, including updates and changes to investment options, fees, and risks.
Who is required to file BT Investment Funds Second Supplementary Product Disclosure Statement?
Financial services providers and investment managers who offer BT Investment Funds are required to file the Second Supplementary Product Disclosure Statement to ensure compliance with regulatory requirements.
How to fill out BT Investment Funds Second Supplementary Product Disclosure Statement?
To fill out the BT Investment Funds Second Supplementary Product Disclosure Statement, follow the instructions provided within the document, ensuring that all relevant fields are completed accurately, and that required supporting documentation is attached.
What is the purpose of BT Investment Funds Second Supplementary Product Disclosure Statement?
The purpose of the BT Investment Funds Second Supplementary Product Disclosure Statement is to provide investors with updated information that may influence their investment decisions and to ensure transparency in the offerings of BT Investment Funds.
What information must be reported on BT Investment Funds Second Supplementary Product Disclosure Statement?
The BT Investment Funds Second Supplementary Product Disclosure Statement must report information such as changes to fees, changes to product offerings, performance updates, and any relevant market conditions affecting the funds.
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