Application Forms

Investment Funds

BT Pooled Superannuation Trusts

Please ensure that you have read and understood the Product Disclosure Statement (PDS) or Information Memorandum (IM), (as the case may be), for the relevant fund you are investing in prior to completing an Application Form.

 

Withdrawal Form

BTIM Withdrawal Form

 

Customer Identification Forms

If you are a new investor you will need to download and complete a Customer Identification Form/s with the relevant application form.

I am a/an… What Customer Identification Form(s) do you need? Important note
Individual, Joint Investor or Sole Trader *Each Joint investor must complete a separate Customer Identification Form.
Australian and Foreign Companies *A Shareholder is an individual who ultimately owns 25% or more of the company’s issued capital.*A Controlling Party is any individual who directly or indirectly controls the company. This includes exercising control through the capacity to determine decisions about financial or operating policies; or by means of trusts, agreements, arrangements, understanding and practices; voting rights of 25% or more; or power of veto. If no such person can be identified then the most senior managing official/s of the company (such as the managing director or directors who are authorised to sign on the company’s behalf).
Trusts and Trustees * A Controlling Party is any individual who directly or indirectly controls the Trust. Control includes the capacity to influence the way in which the Trust conducts its affairs, including by having the ability to determine decisions about the Trust’s financial and operating policies.
Partnerships and Partners

If no Beneficial Owners or Controlling Parties can be identified, then the most senior managing official/s of the partnership (such as the Managing Partner or Senior Managing Official).

*A Beneficial Owner is an individual who ultimately owns 25% or more of the partnership, or is entitled (either indirectly or directly) to exercise more of the voting rights of the partnership, including power of veto. * A Controlling Party is any individual who directly or indirectly controls the Partnership. Control includes exercising control through the capacity to determine decisions about financial or operating policies; or by means of trusts, agreements, arrangements, understanding and practices.
Associations * A Controlling Party includes any individual member that directly or indirectly controls the Association, such as the Chairman, President, Treasurer or Secretary of the Association.
Government Bodies * A Controlling Party is any individual that directly or indirectly controls the Government Body, such as the Chairman, President, Treasurer or Secretary of the Government Body.
Registered Cooperatives * A Controlling Party includes any individual that directly or indirectly controls the Registered Cooperative, such as the Chairman, President, Treasurer or Secretary of the Registered Cooperative.

 

Frequently Asked Questions

Investors

Advisers