Bt Panorama Adviser Registration, Adviser Innovation Summit 2020 Bt

Bt wrap to bt panorama migration pdf 992kb our response.

Walmart panorama. You will need to provide your bt panorama adviser code as per phase one above. Use this form to request access to bt adviser exchange btax for bt retailcorporate super or margin lending products. Bt panoramas operating system delivers efficiency in the management of your clients investments smsfs and superannuation.

Bt panorama adviser registration form pdf 75 kb dealer group registration form pdf 696kb support staff registration form pdf 119 kb disclosure. Please note that you can add up to 5 adviser codes from one adviserlogic account. 4 click add and in the window that appears select bt panorama.

You should also complete the bt panorama adviser and support staff registration forms below and return to us. Set up an advice fee arrangement pdf 136 kb use this form for if you have agreed with your client to set up a new advice fee arrangement to have a one off andor ongoing advice fee deducted from their bt account. It is designed to change evolve and adapt to the changing needs of our customers delivered through agile intuitive technology to make business simpler faster and more efficient.

Bt panorama is a new wealth experience that gives you one dedicated place to access all the information you need to stay in control of your investments smsf super and insurance. Parliamentary committee told about bts panorama super pricing 3 days 11 hours ago. 5 the page will update to enter the necessary fields.

You should also consider who in your practice needs to be registered for bt panorama and what type of access each person requires. The chair of licensee synchron michael harrison sees merit and advantages in a move towards individual adviser registration. Bt managed portfolios proxy voting record pdf panorama financial services guide fsg pdf terms and conditions.

Bt panorama accounts can be combined with those of family members to potentially reduce the asset based administration fees paid. Bt panorama is bt financial groups btfg new and innovative wealth operating system that supports the future architecture of btfgs products rolled out on a smart new platform. Bt panorama has been designed to be simple to use and to be flexible so you can manage your wealth your way.

Access your clients investment details for managed funds bt margin lending and bt employer super funds. Do i need to produce an soaroa as part of migration.