Investment Forms, PDS and Offer Documents

To update your personal details or to provide us with instructions relating to 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 myPerpetual Access, you can change your personal contact details online (please note this applies to certain Perpetual products only).

Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms

To apply for units please complete the application form attached to the PDS which can be downloaded below.

Additional Investments

Make an additional investment

Change of Instructions form
Change my contact details, authorised representative or financial adviser

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Distribution Reinvestment Form
Change my distribution method to reinvestment

Switch form
Move money between funds

Withdrawal form
Make a withdrawal

Offer Documents and Product Disclosure Statements

Download PDS

Target Market Determination

If you require a TMD for specific fund, you can search via our price and performance page

Important information & continuous disclosure





Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms

Application form
Make an application

Additional investments and features form
Make an additional investment

Change of Instructions form
Change my contact details, authorised representative or financial adviser

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of one-off advice fees
Consent to deductions of one-off advice fees

Consent to deductions of ongoing fee arrangements
Consent to deductions of ongoing fee arrangements

Distribution Reinvestment form
Change my distribution method to reinvestment

Switch form
Move money between funds

Withdrawal form
Make a withdrawal

Offer Documents and Product Disclosure Statements

Download the PDS

Download Target Market Determination (TMD)

Download the Features Book

Download the Investment Book

Important information & continuous disclosure

Financial services guide for direct investors







Forms

Change of Instructions form
Change my contact details, authorised representative or financial adviser

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Withdrawal form
Make a withdrawal

Offer Documents and Product Disclosure Statements

Important information & continuous disclosure

Financial services guide for direct investors

Download Target Market Determination (TMD)



Forms

Additional Investments
Please refer to the forms contained in the PDS

Application Form
Make an application

Change of Instructions form
Change my contact details, authorised representative or financial adviser

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of one-off advice fees
Consent to deductions of one-off advice fees

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Switch form
Download the Wealthfocus Investment Funds Switch form

Withdrawal form
Make a withdrawal

Offer Documents and Product Disclosure Statements

Download PDS

Target Market Determination (TMD)

If you are looking for a fund-specific TMD, you can search via our price and performance page.

Important information & continuous disclosure

Financial services guide for direct investors



Forms

Application form
Application form

Change of Instructions form
Change my contact details, authorised representative or financial adviser

Withdrawal form
Make a withdrawal

 

Offer Documents and Product Disclosure Statements


New and existing investors - Invest using Perpetual’s online application form

Individual Investors

Financial Advisers


Forms:

Application form
Application form

Change of instructions form
Change my contact details, authorised representative or financial adviser

Withdrawal form
Make a withdrawal


Offer Documents and Product Disclosure Statements

Download PDS

Download Target Market Determination (TMD)

Continuous disclosure and important information

Financial services guide for direct investors






Forms

Additional investments and features form
Make an additional investment, set up a savings plan, or set up a regular withdrawal plan

Change of Instructions form
Change my contact details, authorised representative or financial adviser

Switch form
Move money between funds

Withdrawal form
Make a withdrawal


Offer Documents and Product Disclosure Statements

Download PDS

Target Market Determination (TMD)

If you require a TMD for a specific fund, you can search for it in via our price and performance page.

Continuous disclosure and important information

Financial services guide for direct investors





Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms

Additional Investments form
Make an additional investment

Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Switch form
Move money between funds

Withdrawal form
Make a withdrawal



Offer Documents and Product Disclosure Statements

Download PDS

Target Market Determination

If you require a TMD for a specific fund, you can search for it via our price and performance page.

Continuous disclosure and important information

Financial services guide for direct investors




Target Market Determination (TMD)

Download TMD

If you require a TMD for a specific fund, you can search for it in via our price and performance page.

IDPS guide and financial services guide






Forms

Change of Instructions Form
Change my contact details, authorised representative or financial adviser

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Switch form
Move money between funds

Withdrawal Form
Make a withdrawal
 
Offer Documents and Product Disclosure Statements

Download PDS

Target Market Determination

If you require a TMD for a specific fund, you can search for it via our price and performance page.

Important information & continuous disclosure

Financial services guide for direct investors






Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms

Additional Investments form
Make an additional investment

Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Distribution reinvestment form
Join the distribution reinvestment program

Switch form
Move money between funds

Withdrawal form
Make a withdrawal

 

Offer Documents and Product Disclosure Statements

Product Disclosure Statement

Target Market Determination

Additional Information Booklet

Application Form

Important information & continuous disclosure





Invest using Perpetual’s online application form

Individual Investors
Financial Advisers

Forms

Additional Investments form
Make an additional investment

Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.

Consent to deductions of fixed term advice fee
Consent to deductions of fixed term advice fee

Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form

Distribution reinvestment form
Join the distribution reinvestment program

Switch form
Move money between funds

Withdrawal form
Make a withdrawal

 

Offer Documents and Product Disclosure Statements

Product Disclosure Statement

Target Market Determination

Additional Information Booklet

Application Form

Important information & continuous disclosure



WOULD YOU LIKE TO FIND OUT MORE?

Complete the form below and one of our investment specialists will contact you.


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