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Investment forms

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).

Perpetual Cash Management Fund
Perpetual Diversified Real Return Fund
Perpetual global share fund
Perpetual's Monthly Income Fund
Perpetual Pure Equity Alpha Fund
Perpetual Pure Microcap Fund
Perpetual Pure Value Share Fund
Perpetual Select Investment Funds
Perpetual's Term Fund
Perpetual WealthFocus Investment Funds
Perpetual WealthFocus Investment Advantage
Perpetual WealthFocus Wholesale Investment Advantage
Perpetual Wholesale Funds
The Trust Company Investment Funds

Contact us

Phone 1800 022 033

Fax (02) 8256 1427

Other forms