Introducing myPerpetual

myperpetual

Perpetual Investments

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Managing your clients' investments online is getting easier. myPerpetual has a fresh design and is packed with new features to deliver a better online experience for you and your clients*.

Six new features to check out

  1. New look and feel
    myPerpetual has an intuitive layout and clearer navigation. You and your clients will see a graphical representation of your portfolio, pie charts of investments and simpler ways to transact.

  2. A smarter dashboard
    At a glance, the myPerpetual dashboard clearly lays out all the important information you and your clients need including portfolio value, recent transactions and current investments.

  3. Real time data
    A new data feed means you and your clients can see the most up-to-date portfolio values available. More transactions will be automated meaning faster processing times.

  4. Two-factor authentication
    As an adviser you will be protected by stronger security when completing some transactions for your clients. With extra security, you can complete more transactions on behalf of your clients.

  5. SMS confirmation
    When transactions are completed, you and your clients will receive a text message confirmation.

  6. Mobile friendly
    myPerpetual is designed to be accessed through any device – mobile, laptop or tablet – so you and your clients can keep track of their investments, no matter where you are.

How we are communicating with your clients

We’re letting all clients, except Wrap clients, know that myPerpetual is coming (via their EOFY flyer sent out in July). For those clients we have a current email address for, we’ll also send an email with more information in August.

Importantly, to access myPerpetual your clients will need an email address. If we don’t have it already, they should let us know by:


What you need to do

The new site will have a new address, and you’ll need a new username and password. In September we’ll email you again all the information you need to create your account.

In the meantime, please make sure we have your clients' current email addresses by contacting us through the details above.

If you have any questions, please contact your Perpetual account manager.

 

*excludes Wrap

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YEAR IN REVIEW – INVESTMENT INSIGHTS

This information has been prepared by Perpetual Investment Management Limited (PIML) ABN 18 000 866 535, AFSL 234426. It is general information only and is not intended to provide you with financial advice or take into account your objectives, financial situation or needs. You should consider, with a financial adviser, whether the information is suitable for your circumstances. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not indicative of future performance. To view the Perpetual Group's Financial Services Guide, please click here.

The information is believed to be accurate at the time of complication and is provided in good faith. This document may contain information contributed by third parties. PIML and PSL do not warrant the accuracy or completeness of any information contributed by a third party. Any views expressed in this document are opinions of the author at the time and do not constitute a recommendation to act. This information, including any assumptions and conclusions is not intended to be a comprehensive statement of relevant practise or law that is often complex and can change.

No company in the Perpetual Group (Perpetual Limited ABN 86 000 431 827 and its subsidiaries) guarantees the performance of any fund or the return of an investor’s capital.