We intend to make these changes from 26 August 2024, however the date on which the changes take effect (Effective Date) may be later. If the Effective Date changes to a date that is later than 26 August 2024, we will provide an update at bt.com.au/product-updates
From the ‘Effective Date’ we intend to appoint an external provider to provide registry and customer servicing functions for the Funds. Registry services include functions such as processing transactions, account statement delivery and account maintenance. When we appoint the new registry services provider, we will also make changes to some of the features and functionality of the Funds, which will change the way investors interact with us and transact on their accounts.
A new, streamlined digital investor experience will be available to investors from the day after the Effective Date, giving investors a greater level of information and reporting. These changes will not affect the value of an Investor's existing unit holdings invested within the Funds and there are no changes to the fees.
In readiness for the changes, we want to make investors aware of some key dates that might impact how they interact with and transact on the Funds.
Investors are reminded there may be a period before they have received their log in details for the new BT Online investor portal where they won't be able to view their investment holdings online. Investors are advised they can contact BT If they wish to view or transact on their investments before they have received their login details on the contact details below.
| Method of contact | New details from the Effective Date |
|---|---|
| Telephone (from Australia) | 02 8456 0230 from 8.30am to 5.30pm (Sydney time) Monday to Friday. |
| Telephone (from New Zealand) | 0800 894 131 from 8.30am to 5.30pm (Sydney time) Monday to Friday. |
| Email – general enquiries | btfunds@unitregistry.com.au |
| Email – transaction requests | btfunds_transactions@unitregistry.com.au |
| Registry address – to mail instructions or transaction forms |
BT Funds GPO Box 804 Melbourne VIC 3001 AUSTRALIA |
| Website and BT Online investor portal | bt.com.au |
Letters have been sent to impacted Investors. A sample of letters by fund type can be viewed below:
Sample letters for Australian investors
Sample letters for New Zealand investors
Other resources to assist investors with the changes: