Forms
Here you have access to specific forms to change or update your client’s instructions or information with Perpetual. Download and print the form you need, ask your client to complete it and return it to you, and send it directly to Perpetual (mailing details are included on each form).
| Perpetual WealthFocus Investments | |
| I want to... | Use this form... |
| Make an additional investment |  Application for Additional Investment & Features Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Move money from one fund to another | Switch Form |
| Access my account online | Online Account Access Registration Form |
| Perpetual's Australian Share Fund PDS Issue dated 18 June 2007 | |
| I want to... | Use this form... |
| Make an additional investment | Application for Additional Investment and Features |
| Change my contact details or authorised representative | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Invest in a different WealthFocus fund instead | Carefully read the WealthFocus PDS, and complete the application form. WealthFocus PDS Part 1 WealthFocus PDS Part 2 |
| Perpetual's Wholesale Funds | |
| I want to... | Use this form... |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Move money from one fund to another | Switch Form |
| Perpetual's Protected Australian Share Fund | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Perpetual's Investor Choice | |
| I want to... | Use this form... |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Move money between funds | Portfolio Restructure Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual's Cash Management Fund | |
| I want to... | Use this form... |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual's Term Fund | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Authorise new terms or amount | Renewal and/or Repayment Form |
| Make an additional investment | Additional Investments Application Form |
| Perpetual's Monthly Income Fund | |
| I want to... | Use this form... |
| Make an additional investment | Additional Investments Application Form |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make a withdrawal | Withdrawal Form |
| Perpetual's Select Investments | |
| I want to... | Use this form... |
| Make an additional investment | Additional investments and features form |
| See my account details online | Online Account Access Registration Form |
| Set up a regular withdrawal plan | Additional investments and features form |
| Set up a savings plan | Additional investments and features form |
| Move money between funds | Switch Form |
| Make a withdrawal | Withdrawal Form |
