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 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
Target Market Determination
If you require a TMD for specific fund, you can search via our price and performance page
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 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 Target Market Determination (TMD)
Important information & continuous disclosure
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
Make a withdrawal
Offer Documents and Product Disclosure Statements
Target Market Determination (TMD)
If you are looking for a fund-specific TMD, you can search via our price and performance page.
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
Download Target Market Determination (TMD)
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
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.
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 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
Target Market Determination
If you require a TMD for a specific fund, you can search for it via our price and performance page.
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.
To invest in the Perpetual Exchange Traded Managed Funds, please contact your stockbroker or access your online share trading account. To update your personal details or to provide us with instructions relating to your investments, please visit the Link Investor Centre.
Product Disclosure Statement
Target Market Determination
If you require a TMD for a specific exchange traded managed fund, please visit the Continuous Disclosure and Important Information Page.
Distribution Reinvestment Plan
View Perpetual's ETMFs Distribution Reinvestment Plan Rules.
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
Make a withdrawal
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
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 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
Additional Information Booklet
Important information & continuous disclosure
WOULD YOU LIKE TO FIND OUT MORE?
Complete the form below and one of our investment specialists will contact you.