Resources
Looking for a fund?
Looking for brochures, forms, educational information, offer document, and other investment resources?
If you are an individual investor or financial adviser, find the resources you need from the following selections.
Read the information on suspicious online activity that may target Perpetual’s clients and contacts
Related pages
Fund and product information
-
Request Printed Materials (Financial Advisers)
Request printed material such as brochures, PDS and offer documents to give your clients
-
Monthly Fund Profiles
Get the latest performance information and portfolio commentary for the Perpetual Funds.
-
Continuous Disclosure and Important Information
Fund and product disclosures, documents, updates and significant events.
-
Educational Brochures and Flyers
Flyers and brochures with information and resources regarding investing, super, insurance and retirement.
Other important information
-
Foreign Tax Resident Reporting
The Foreign Account Tax Compliance Act (FATCA) is United States (US) legislation, enacted to improve compliance with US tax laws.
-
Customer Identification Requirements
Full instructions for customer ID forms
-
Frequently Asked Questions
You’ll find specific information here to frequently asked questions