BT Regular Investment Plan
The BT Regular Investment Plan is a simple way to make regular investments each month.
The BT Regular Investment Plan is available to investors in the BT Investment Funds, BT Premium Cash Fund, and in the BT Classic Investment Funds. A New Zealand dollar (NZD) equivalent to your Australian dollar (AUD) regular investment amount will be deducted each month, directly from your New Zealand bank account. Movements in the NZD/AUD foreign exchange rate will lead to the NZD amount deducted from your New Zealand bank account changing from month to month.
How does it work?
For the BT Investment Funds, BT Premium Cash Fund and the BT Classic Investment Funds.
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This information is a summary of the terms of this facility. Full terms are contained in the relevant offer document.
The information shown on this site does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.
BT Funds Management Limited, BT Funds Management No. 2 Limited and Westpac Financial Services Limited are members of the Westpac Group. An investment in the BT Investment Funds, BT Premium Cash Fund and BT Classic Investment Funds is not an investment in, a deposit with or any other liability of Westpac Banking Corporation ABN 33 007 457 141 (the Bank) or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment and loss of income and principal invested. None of the Bank, any other company in the Westpac Group or any appointed investment manager stands behind or otherwise guarantees the capital value or investment performance of any investment option.
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