To update your personal details or to provide us with instructions relating your investments, simply download and print the relevant form. Once you have completed the form, give it to your financial adviser or mail it to us. The mailing details can be found on each form.
If you have Online Account Access, you can change your personal contact details online (please note this applies to certain Perpetual products only).
Make an additional investment
Change my contact details, authorised representative or financial adviser
Move money between funds
Make a withdrawal
Change my contact details, authorised representative or financial adviser
Move money between funds
Make a withdrawal
See my account details online
Make an additional investment, set up a savings plan, or set up a regular withdrawal plan
Change my contact details, authorised representative or financial adviser
Make an additional investment
Make a withdrawal
Make a withdrawal
Make an additional investment
Change my contact details, authorised representative or financial adviser
Make an additional investment
Make a withdrawal
Change my contact details, authorised representative or financial adviser
Move money between funds
Change my contact details, authorised representative, bank account, distribution
Make a withdrawal
Make an additional investment
Access my account online
Move money from one fund to another
Make a withdrawal
Make an additional investment
Change my contact details, authorised representative or financial adviser
Change my contact details, authorised representative or financial adviser
Change my contact details, authorised representative or financial adviser
