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BT Wholesale Multi manager and Partner Funds Application Form Effective 1 July 2014 FORM A BT Customer Relations 1800 813 886 FOR DIRECT INVESTORS ONLY SECTION 1A: TYPE OF INVESTOR Cross the relevant
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What is bt wholesale multimanager?
bt wholesale multimanager is a service that combines investment expertise from multiple managers to create a diversified portfolio for investors.
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Investment managers or financial institutions who offer bt wholesale multimanager services are required to file.
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To fill out bt wholesale multimanager, investment managers need to provide information about the investment managers involved, the composition of the portfolio, and the performance of the portfolio.
What is the purpose of bt wholesale multimanager?
The purpose of bt wholesale multimanager is to offer investors a diversified investment option managed by multiple managers to potentially reduce risk and improve returns.
What information must be reported on bt wholesale multimanager?
Information such as the names of the investment managers, the allocation of assets, the performance of the portfolio, and any fees associated with the service must be reported on bt wholesale multimanager.
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