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

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

Annuation Investment Fund BT Superannuation Savings Fund Change of Details Form BT Contact Centre 132 135 (8.00am 6.30pm Mon Fri Sydney time) BT Funds Management Limited ABN 63 002 916 458 AFSL 233724 RSE L0001090 is the Trustee of BT Lifetime Personal Super and BT Lifetime - Flexible Pension ABN 83 953 436 008 RSE R1003864, BT Retirement Selection Personal Super Plan and BT Superannuation Investment Fund ABN 39 827 542 991 RSE R1001327 BT Funds Management No. 2 Limited ABN 22.

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A document that financial service providers must provide to you when they recommend or offer a financial product. It must include information about the product's key features, fees, commissions, benefits, risks and the complaints handling procedure.

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).

The purpose of a disclosure statement is to provide individuals with relevant information that may impact their decision-making process or their understanding of a particular transaction or agreement. It helps to ensure transparency and allows parties to make informed choices.

The Product Disclosure Statement must be given at or before the time when the regulated person makes the offer and must be given in ance with this Division. (d) the financial product is to be sold to the person as a retail client.

BT Super and BT Super for Life products were transferred to Mercer Super on 1 April 2023 and are no longer available. For more information please visit mercersuper.com.au/​bt or call 1800 682 525 Mon to Fri 8am – 7pm (AEST).

Page reading time: 1 minute. A document that financial service providers must provide to you when they recommend or offer a financial product. It must include information about the product's key features, fees, commissions, benefits, risks and the complaints handling procedure.

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.

It can help you understand what you're getting into and avoid unexpected surprises by covering important information including how your money can be invested with the product, fees and costs for the product, and what you can do if you have any complaints. It can also help you compare different products.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232