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.
Make an additional investment
Change of Instructions form
Change my contact details, authorised representative or financial adviser
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
Invest using Perpetual’s online application form
Individual Investors
Financial Advisers
Forms
Application formMake 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 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
Forms
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
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 ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Switch form
Download the Wealthfocus Investment Funds Switch form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Application form
Application form
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Withdrawal form
Make a withdrawal
New and existing investors - Invest using Perpetual’s online application form
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
Continuous disclosure and important information
Financial services guide for direct investors
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
Invest using Perpetual’s online application form
Individual Investors
Financial Advisers
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 ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Forms
Change of Instructions Form
Change my contact details, authorised representative or financial adviser
Consent to deductions of ongoing fee arrangements form
Consent to deductions of ongoing fee arrangements form
Switch form
Move money between funds
Make a withdrawal
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 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
Additional Information Booklet
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 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
WOULD YOU LIKE TO FIND OUT MORE?
Complete the form below and one of our investment specialists will contact you.