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 form
Perpetual 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 form
Member advice fees, rebates and differential fees

Application form (writable)
Make an application


Offer Documents and Product Disclosure Statements

Download the PDS

Download the Features Book

Download the Investment Book

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.

Important information & continuous disclosure

Financial services guide for direct investors



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

Withdrawal form
Make a withdrawal

Withdrawal form (writable)
Make a withdrawal
 

Offer Documents and Product Disclosure Statements



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
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

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

Download PDS

Continuous disclosure and important information



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

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
Forms

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



Offer Documents and Product Disclosure Statements

Forms

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

WOULD YOU LIKE TO FIND OUT MORE?

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