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 Online Account 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.
Please note: the Perpetual Wholesale SHARE-PLUS Long-Short Fund is now closed to new investors.
Additional Investments
Make an additional investment
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Online Account Access Registration form
Access my account online
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
Adviser Online Registration formPerpetual Investments Account Access
Additional Investments Application Form (writable)
Make an additional investment
Additional Investments Application Form
Make an additional investment
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Distribution Reinvestment form
Change my distribution method to reinvestment
Switch form
Move money between funds
Switch form (writable)
Move money between funds
Withdrawal form
Make a withdrawal
Withdrawal form (writable)
Make a withdrawal
Member advice fees, rebates and differential fees
Make an application
Offer Documents and Product Disclosure Statements
All transactions are no longer permitted for the van Eyk Blueprint - Capital Stable, van Eyk Blueprint - Balanced and van Eyk Blueprint - High Growth investment options until further notice.
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
Adviser Online Registration form
Perpetual Investments Account Access
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Online Account Access Registration form
Access my account online
Switch form
Download the Wealthfocus Investment Funds Switch form
Make a withdrawal
Withdrawal form (writable)
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
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
New and existing investors - Invest using Perpetual’s online application form
Offer Documents and Product Disclosure Statements
Continuous disclosure and important information
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
Online Account Access Registration form
See my account details online
Switch form
Move money between funds
Withdrawal form
Make a withdrawal
Offer Documents and Product Disclosure Statements
Application form
Application form
Please note: the Perpetual Pure Microcap Fund is now closed to new investors.
Additional Investments form
Make an additional investment
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Withdrawal form
Make a withdrawal
Forms
Change of Instructions Form
Change my contact details, authorised representative or financial adviser
Switch form
Move money between funds
Make a withdrawal
WOULD YOU LIKE TO FIND OUT MORE?
Complete the form below and one of our investment specialists will contact you.