Get Product Disclosure Statements (pdss) And ... - Bt Financial Group

Filling out the Product Disclosure Statements (PDSs) from BT Financial Group is a vital step in managing your financial details. This guide will walk you through each section of the form, ensuring you provide the necessary information accurately and efficiently.

Follow the steps to complete your PDS form online.

1. Press the ‘Get Form’ button to obtain the form and open it in your preferred editor.
2. Begin by entering your investor details, including your investor number and personal contact information. Make sure to include your daytime phone number and email address for correspondence.
3. If you are changing your address, complete section 3 with your new mailing address, and provide your previous address details for verification.
4. To change your name, fill out section 4 with your new given and surname. You will also need to provide proof of your name change as outlined in the instructions.
5. For updating your bank account details, complete section 5 with your financial institution's name, branch name, BSB number, and account number.
6. Review and sign section 6, ensuring you date your signature accurately. Remember that changes to your name may require certified documentation as specified.
7. After filling out all necessary sections, you can save any changes you made to the form, download it, print it for your records, or share it as needed.

Complete your Product Disclosure Statements (PDSs) online now to ensure your information is current and accurate.