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BT Portfolio Wrap Essentials

For more information on this product
call 1300 360 899

Contact a Westpac Financial Planner

 

Product overview


Wrap accounts make it easy to manage a wide range of investments through one account.

Features

  • Wide selection of investments - 58 managed funds from 24 different investment managers
  • Borrow to invest - use BT Margin Lending to finance your investment
  • Consolidated reporting - Get a single report for your investments
  • 24 hour access to your information - access your account info anytime
  • A cash account to transact through - use the cash account that pays a competitive interest rate

Minimum initial investment$5,000 per fund or
$2,000 per fund with regular deposit plan of $100 monthly

 

 

Consider a margin loan where you can choose from over 660 approved Australian securities.

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Investments in the Investment Service or the Underlying Funds are not investments, deposits or other liabilities of, and are not guaranteed by, Westpac Banking Corporation or member companies of the Westpac Group. Investments are subject to investment and other risks, including possible delays in payment of withdrawal proceeds in some circumstances, and loss of income and principal invested.

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