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Adviser Offer Documents

Download our offer documents or request a PDS via mail.

Investment products
Perpetual WealthFocus Investment Advantage
Perpetual WealthFocus Wholesale Investment Advantage
Perpetual Cash Management Fund

 

Perpetual Select Investment Funds

Perpetual Wholesale Funds
Perpetual Pure Value Share Fund
Perpetual WealthFocus Investment Funds
Superannuation and DIY super products
Perpetual WealthFocus Super Plan
Perpetual WealthFocus Wholesale Super Plan
Perpetual Select Super Plan
Perpetual's DIY Super Trustee Service
Perpetual’s Pooled Super Trust
Australian Eligible Rollover Fund

Select the sub-plan that you belong to and download the relevant Part 2.

Retirement products
Perpetual WealthFocus Pension Plan
Perpetual WealthFocus Wholesale Pension Plan
Perpetual Select Pension Plan

The offer to invest in a fund or utlise services will be made in a copy of the current disclosure document (Product Disclosure Statements (PDS) or Administrative Service Guide (ASG), where applicable). Anyone wishing to invest in a fund or utlise services will need to complete an application form in the current PDS or ASG.

The disclosure documents (PDS and ASG) should be considered before deciding whether to acquire or hold units in the fund or to utlise services.

Contact us

Phone 1800 062 725

Fax (02) 8256 1427