Forms
Here you have access to specific forms to change or update your personal instructions or information with Perpetual. Download and print the form you need, complete it, and give it to your financial adviser or send it directly to Perpetual (mailing details are included on each form).
If you are registered for Account Access Online, you may change your personal contact details online (please note this applies to certain Perpetual products only).
| Perpetual WealthFocus Investments - Perpetual Series | |
| 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 using the buy-back option | Buy-Back Request Form |
| Make a withdrawal | Withdrawal Form |
| Move money from one fund to another | Switch 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 using the buy-back option | Buy-Back Request Form |
| Make a withdrawal | Withdrawal Form |
| Move money from one fund to another | Switch Form |