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

Application form
Application form

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
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

Application form (writable) - a copy of the application form is available in the Features book.

Switch form
Move money between funds

Withdrawal form
Make a withdrawal


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.

Request a PDS by mail

Important information & continuous disclosure

Financial services guide for direct investors

Forms


Adviser Online Registration form
Perpetual Investments Account Access

Additional Investments and Features form
Make an additional investment

Distribution Reinvestment form
Change my distribution method to reinvestment

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

Online Account Access Registration form
Access my account online

Switch form
Move money between funds

Transfer form
Transfer to WealthFocus Wholesale

Withdrawal form
Make a withdrawal


Offer Documents and Product Disclosure Statements

Download 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

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

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

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

Important information & continuous disclosure


Forms

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


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.