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Whether you want to offer your clients a managed portfolio from a professional investment manager or wish to construct your own portfolios we can offer the solutions and support you need delivered through smart.
Panorama bakery. Bt protection plans product disclosure statement and policy document bt protection plans pds. Plan for life platform wrap december 2019 report administrators view excluding retail corporate superannuation. There are risks associated with investing in bt panorama investments bt panorama super and the available investment options.
Bt portfolio services ltd abn 73 095 055 208 afsl 233715 btps operates panorama investments. Before applying for a panorama super account it is important that you consider the pds and the additional. Bt panorama offers a range of managed account solutions designed to help efficiently establish and maintain client portfolios.
This is the product disclosure statement pds for panorama super. 1 bt panorama had the fastest absolute growth among retail platforms over the 12 months to december 2019. These documents are available from your adviser or by contacting us.
For further details you should refer to the investor guide for bt panorama investments the pds for panorama super and the relevant disclosure documents for any investment options in which you wish to invest. Bt portfolio services ltd abn 73 095 055 208 afsl 233715 btps is the operator of bt panorama investments. 2 bt panorama won best mobile platform in the investment trends 2019 platform and competitive analysis and benchmarking report.
A product disclosure statement or pds is a document or sometimes a group of documents that contains information about a financial product including any significant benefits and risks the cost of the financial product and the fees and charges that the financial product issuer may receive. The details of any relevant distributor of panorama super are set out in the product disclosure statement pds for panorama super. Before applying for an account it is important you read this pds along with the following documents.
Panorama super is bt portfolio services limited abn 73 095 055 208 administrator.
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