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 Investment Funds | |
| 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 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 WealthFocus Investment Advantage | |
| I want to... | Use this form... |
| Make an initial investment | Initial investment form This form allows you to type your information directly into it. |
| 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 | Switch 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 |
| Perpetual's Monthly Income Fund | |
| I want to... | Use this form... |
| Change my contact details, authorised representative or financial adviser | Change of Instructions Form |
| Make an additional investment | Additional Investments Application 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 |
