Questions about forms or transactions? Let us help

Here you’ll find answers about investing with us and the forms required for most standard transactions. Visit our Forms page for your specific Perpetual Investment product to download a form.


Commonly asked questions about Forms and Transactions

Q. When do I need to start using customer ID forms?
A.

Forms available from 1 July 2008


Customer ID forms for individuals/sole traders have been inserted into hard-copy and web copies of our PDSs. Customer ID forms for Trusts have also been inserted into most PDSs. 
If advisers have current PDSs they will have to download the relevant ID form. Customer ID forms for all client types (eg partnerships, companies) can be downloaded from the links above.
Transition until 30 September 2008

Up until 30 September 2008 we will continue to accept applications without completed customer ID forms. However, if we do not receive the completed customer ID forms, and ‘record of verification procedure’ or customer ID documents, we will contact advisers and/or clients at a later date to obtain them.

Full implementation from 1 October 2008


From 1 October 2008, if we receive applications without the completed customer ID forms and verification record or ID documents, we will not be able to accept the application, unless they have previously been identified. We will contact the adviser and/or client to obtain the required documents and if we do not receive them within 30 days of the application we will return the client’s money.
From 1 October 2008 we will also have a project team working with dealer groups and advisers to verify the identity of any super and pension clients who joined since 12 December 2007 and for investments clients who joined since 31 January 2008.

Q. What identification do I need to provide?
A. Customers must provide the identification documents (eg current driver’s licence or passport) as requested in the relevant customer ID form (eg individuals, trusts). These ID documents must be verified by a financial adviser completing the ‘record of verification procedure’ in the ID form or copies of ID documents certified by an eligible person, such as a legal practitioner or Justice of the Peace, must be submitted with the application. 
Q. How does an adviser identify a client?
A. Advisers have the following two options:
1. Complete the ‘Record of verification procedure’ in the relevant customer ID form and send this to Perpetual along with the product application. Please note – if the client has provided any customer ID documents that were not used for the verification procedure, these must also be forwarded to us with the application forms.

2. Send copies of all documents received from the client, along with the Customer ID form and the client’s application form to Perpetual.

Q. How do I add to my investment?
A. Please visit our Forms page and complete an application for additional investment form for the relevant product.
Q. How do I make a withdrawal?
A. You can withdraw all or part of your investment by sending us a written request setting out your Investor ID and Account ID, the name of the fund, the dollar amount or number of units to be withdrawn and your payment instructions. Please visit the Forms page for more information.

We currently accept requests by facsimile, provided we have no reason to believe the request is not genuine. We will not accept facsimile requests for cheques made payable to third parties or deposits to bank, building society or credit union accounts which have not been previously nominated by the investor.

You should post or fax your request to us, our contact details are on the Contact Us page.
Note: Applications received by the Sydney office before 3.00pm will use that days exit price (or in the case of Select Investments, the price as at 3.00pm next Wednesday each week). Applications received after 3.00pm Sydney time will utilise the next business days exit price.

Q. Can I make a telephone withdrawal?
A. You can make telephone withdrawals from Perpetual's Cash Management and Investor Choice funds, Perpetual's Monthly Income Fund and the funds in Perpetual WealthFocus Investments. To do so you need to obtain a PIN number. For information on how to do this see Perpetual’s Cash Management Fund, Perpetual’s Monthly Income Fund, Perpetual’s WealthFocus Investments Fund or Perpetual’s Investor Choice Fund offer documents.
Q. Can I make an investment via BPay?
A. BPAY is only available for one-off additional investments. Your BPAY additional investments will be invested according to your most recent investment strategy. If you wish to change your investment strategy for additional investments, you will need to notify us in writing.

Please note that not all of Perpetual's products accept payments by BPAY. The following products accept payment by BPAY:

  • Perpetual Cash Management
  • Perpetual WealthFocus Investments
  • Perpetual WealthFocus Super Plan
  • Perpetual WealthFocus Pension Plan (Cannot be added to an existing pension account)
  • Perpetual WealthFocus Investments - Perpetual Series
  • Perpetual Select Investment Funds
  • Perpetual Wholesale and Investor Choice Funds

BPAY additional investments completed by 3.00pm (Sydney time) on any business day will be processed using that day's entry price. BPAY additional investments made after 3.00pm on a business day will be processed at the entry price applicable on the next business day. In the case of Select Investments, entry prices are based on weekly postings, 3.00pm each Wednesday.

Q. Which Biller Code do I use?
A. There are different Biller Codes to use according to your transaction type. The Biller Codes to use are as follows:

 Transaction Type  Biller Code 
 WealthFocus Investments:    636910
 - Super Employer Contribution  636928
 - Super Personal Contribution   636936
 - Super Salary Sacrifice   636944
 Super Spouse Contribution  636951
 Investor Choice Fund   636993
 Cash Management Fund   636985
 Wholesale Australian Fund  989251
 Wholesale Industrial Fund  989269
 Wholesale Concentrated Equity Fund  989285
 Wholesale Geared Australian Fund  989293
 Wholesale SHARE-PLUS Fund  989301
 Wholesale Ethical SRI Fund  989319
 Wholesale Conservative Growth Fund  989327
 Wholesale Diversified Growth Fund  989335
 Wholesale Balanced Growth Fund  989327
 Wholesale Monthly Income Fund  989350
 Alpha TE2 Fund  989368
 Wholesale Split Growth Fund  989376
 Wholesale International Share Fund  989384
 Wholesale Property Securities Fund  989426
 Wholesale Property Income Fund  837799

Q. How do I get a customer reference number?
A. If you are a new investor and request it on the application form, you will receive a Customer Reference Number (CRN) & Biller Code with the confirmation advice when you first set up your investment. If you are an existing investor and you wish to receive a CRN & Biller Code you will need to complete another application form.
Q. How do I change my details?
A. You can change any of the following with one form: 
  • Contact details
  • Distribution instructions
  • Bank account details
  • Withdrawal authorisation
  • Authorised representative
  • Financial adviser's access to your investment information

You should complete the Change of Instructions form, which can be downloaded from the Forms section. Please Note: Bank account details cannot be changed over the phone.

We need to receive the Changes of Instructions form by post. Our postal address is on the Contact Us page. Alternatively you may wish to change your contact details by calling Investor Services on 1800 022 033 Monday to Friday between 8:30am and 6.00pm (Sydney time), where you must pass our security check regime in order for your request to be processed.

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