BT bags CSIAs Australian Service Excellence Award (24-Aug-2007)
BT Financial Group’s focus on making investing easy has been recognised by the Customer Service Institute of Australia (CSIA) which has awarded BT Customer Solutions the winner of the 2007 Australian Service Excellence Awards in the medium business category.
BT appoints Watson Wyatt as investment consultant (12-Jul-2007)
BT Financial Group has appointed internationally recognised investment consultant, Watson Wyatt, to provide independent consulting services and manager research to the group’s Investment Solutions team.
A new member joins BT Australian Equities team (1-Jun-2007)
BT Financial Group has announced that Jim Taylor will join its Australian Equities team as a Portfolio Manager.
BT launches online TFN recording service (23-May-2007)
In a move designed to make managing super easier, BT Financial Group has launched an online tool to capture and update customer’s Tax File Number (TFN) information in the lead up to the 1 July super reforms.
BT margin lending exceeds $4.2bn (22-May-2007)
BT Financial Group margin lending has now exceeded $4.2bn in loans under administration.According to BT, growth in margin lending continues at a strong rate and this is being driven by financial advisers working with clients to increase their exposure to the equities markets while also tapping the potential tax effectiveness of gearing strategies.