BT Portfolio Wrap
Essentials
- Choice of over 100 managed funds
- Suits investors with $50,000 or more who want a wide choice of investment options
- Access over 100 managed funds from 26 different investment managers
- Access to a selection of ASX-listed CHESS-sponsored securities means you can add direct shares to your portfolio and enjoy easy administration via the Wrap platform
- Arrange insurance via the wrap platform – Term Life, Total and Permanent Disability, Living (Trauma) and Income Protection Insurance
- Consolidated reporting makes it easier to manage your investments and tax
- 24 hour access to account information via phone or internet
- Flexibility to switch your investments between managed funds.
For further details or to apply contact a Westpac Financial Planner.
Things you should know
- BT Portfolio Services Ltd ABN 73 095 055 208 (BTPS) operates BT Portfolio Wrap. An IDPS Guide is available for BT Portfolio Wrap and can be obtained from a Westpac Financial Planner. You should obtain and consider the IDPS Guide before making a decision whether to acquire or to continue to hold or dispose of interests in BT Portfolio Wrap. BTPS’s Financial Services Guide can be downloaded or obtained by contacting a Westpac Financial Planner, calling BTPS on 1300 661 577 or visiting www.bt.com.au.
- Apart from any interest investors may have in underlying bank accounts held at Westpac Banking Corporation ABN 33 007 457 141 (the Bank) through a Wrap Cash Account or in Westpac securities acquired through BT Portfolio Wrap, an investment in, or acquired using BT Portfolio Wrap is not an investment in, deposit with or any other liability of the Bank or any other company in the Westpac Group. It is subject to investment risk, including possible delays in repayment of withdrawal proceeds and loss of income and principal invested. The Bank is not the issuer of BT Portfolio Wrap. Neither the Bank nor any other company in the Westpac Group stands behind or otherwise guarantees the capital value or investment performance of any investments in, or acquired through, BT Portfolio Wrap.
- Westpac Financial Planners are representatives of Westpac Banking Corporation, AFSL No 233714.
