Get Bt Investment Funds Switch Request Form

Completing the BT Investment Funds Switch Request Form online is a straightforward process designed to facilitate your investment changes efficiently. This guide will provide you with detailed steps to ensure you fill out the form accurately and effectively.

Follow the steps to complete the form online.

1. Click ‘Get Form’ button to access the BT Investment Funds Switch Request Form and open it in your preferred online editor.
2. Provide your investor details. If applicable, select your title from the options provided (e.g., Mr, Mrs, Miss, Ms, Other). Fill in your given name(s), surname, daytime phone number, and mobile phone number. Additionally, enter your email address and check the box if you wish to receive an SMS confirmation once your request has been processed.
3. If you are an investor representing a company, an association, or another type of investor, complete this section with the full name of the entity and their investor number as required.
4. Select a distribution option in Section 2. Choose between various payment methods such as reinvestment or payment to your bank account. If applicable, provide the name of your financial institution, branch name, BSB number, and account number for the bank account option.
5. In Section 3, outline your switching details by indicating whether you wish to switch by units or dollars. Specify the amount for your switch and list the funds you are switching from and to with their corresponding details.
6. Complete Section 4 by reading and acknowledging the declaration. Ensure that all investors, if multiple, sign this section as required.
7. If you are a financial adviser filling out this form on behalf of an investor, ensure you complete Section 5. Include relevant details such as your adviser number and provide your signature, along with the date.
8. Once all sections are completed, you can save any changes made to the form. You also have the options to download, print, or share the completed form as needed.

Take the next step in managing your investments by completing the BT Investment Funds Switch Request Form online today.