Resources for informed investing
Perpetual supports advisers through resources and tools to help your business and your clients. We provide extensive professional resources to enhance both your client service and investment knowledge as outlined in the table below.
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Adviser Account Access Instant access helps you track or report on your clients’ investments with our secure Adviser Account Access – available as separate logins for both you and your clients to simplify reporting. Download a registration form or call Adviser Services on 1800 062 725 Monday to Friday 8.30am-6pm (Sydney time). |
Request printed material Review our selection. |
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Business Development Team Meet our team throughout Australia who can provide information on our investment products with on the ground support. |
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Offer documents by download or mail Find our offer documents arranged by investment type as a pdf download or request print material with our online order form. We interchangeably refer to an offer document as a Product Disclosure Statement or PDS. |
Newsletters Keep up to date with our monthly online Adviser Update and our quarterly investment newsletter, In-focus. If you’re not receiving these already, speak to your Perpetual Account Executive;visit archived issues;or see the current issue here. |
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Educational materials Take advantage of our specialised reports and guides to explain essential investment concepts to your clients. Perpetual’s Guide to Investment series includes over a dozen titles with clear examples and explanations about investments, superannuation and retirement income. |
Fees & Commissions Your guide to Perpetual’s Family of Funds. [download here] Perpetual WealthFocus Product Summary The Perpetual WealthFocus Product Summary outlines the benefits of the platform for both investors and their advisers. |
