Invest directly with Perpetual
If you are interested in one of our products, investing directly with us is easy and offers a number of benefits.
- No contribution fee on many of our managed funds*.
- A wide range of funds, asset classes and fund managers through our choice of products.
- Easily manage your investments through online account access.
- Skilled investment team and proven investment philosophy.
- Dedicated customer service team.
How to invest directly
1. Carefully read the relevant product disclosure statement (PDS) to ensure that you understand how the product works and the risks involved.
2. Fill out and sign the application form and customer identification form in the PDS.
3. Mail your application form with your payment to us. The PDS includes mailing and payment details.
4. Once we have received your application and payment, we’ll write to you confirming your investment details.
5. Unless you have requested otherwise, we’ll also mail you a secure login and password for online account access. These should arrive approximately two weeks later.
Need help?If you need help in understanding our products, the PDS or completing an application form, contact our Direct Services team: Phone 1800 011 022
If you need help making a decision or want advice about our investment, super or retirement products, you may wish to speak to a financial adviser. Find an adviser.
*Where a contribution fee is payable, investors who invest directly with Perpetual receive a rebate equivalent to the value of the contribution fee from Perpetual Trustee Company Limited or another Perpetual company.
Phone 1800 011 022