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Investment forms, PDS and offer documents
Access detailed information on all Perpetual products.
Use the accordion below to find detailed information of the corresponding investment fund. Find offer documents, application forms, PDS's, important information and continuous disclosures.
Barrow Hanley funds online application
Barrow Hanley Emerging Markets fund Forms
Application form
Make an application
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 adviser service fee
Consent to deductions of fixed term adviser service 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
Offer Documents and Product Disclosure Statements
Download the Product Disclosure Statement
If you require a TMD for a specific fund, you can search via our Pricing and Performance page.
Important information and continuous disclosure
Barrow Hanley funds online application
Forms
Additional Investments form
Make an additional investment
Application form
Make an application
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Consent to deductions of fixed term adviser service fee
Consent to deductions of fixed term adviser service 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
Offer Documents and Product Disclosure Statements
Download the Product Disclosure Statement
If you require a TMD for a specific fund, you can search via our Pricing and Performance page.
To invest in the Perpetual Exchange Traded 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 Investor Centre.
Product Disclosure Statement
The PDS contains detailed information about the ETFs including the benefits, risks, fees and charges.
Perpetual ESG Australian Share Active ETF PDS
Barrow Hanley Global Share Active ETF PDS
Target Market Determination
If you require a TMD for a specific ETF, please visit the Continuous Disclosure and Important Information Page.
Distribution Reinvestment Plan
View Perpetual's ETFs Distribution Reinvestment Plan Rules.
Tax Guide
View Exchanged Traded Funds - 2023 Tax Guide
View Exchange Traded Funds Tax Guide - 2024 Tax Guide
Receiving investor communications
Receiving your investor communications electronically is the best way to stay informed and will assist us with our commitment to minimising paper usage. If you haven’t already, we encourage you to make the switch to paperless communications and provide us with your email address. To make the change, please click on the link to the Investor Centre and follow the prompts.
You can make an election as to how you would like to receive certain documents including annual reports and documents related to members’ meetings (for example notices of meeting and proxy/voting forms) as follows:
- You can make a standing election to receive the documents in physical or electronic form;
- You can make a one-off request to receive a document in physical or electronic form; or
- You can tell us if you do not want to receive a hard-copy of the Annual Report. Of course, you will always be able to access and read our Annual Report when it is published on our website and the ASX platform.
To tell us your preference, please click on the link to the Investor Centre and follow the prompts. Note, that to make an election you will need to create a portfolio or sign in using your portfolio login on the Investor Centre.
Distribution statements and periodic statements will be made available to you via the Investor Centre. The periodic statements will not be sent via paper post. Distribution statements can be posted if you specifically request via the Investor Centre or by contacting MUFG Corporate Markets. Please visit the Continuous Disclosure and Important Information Page for updates on when annual periodic statements have been made available.
The AMIT Member Annual Statement (AMMA) tax statement will be emailed or posted to you, depending on your elected communication preference, following the end of the financial year.
If you sell your units in an ETF, an exit statement will be emailed or posted to you, depending on your elected communication preference, within 6 months of you ceasing to hold units in the ETF.
Additional Investment & Features Form
Make an additional investment, set up a savings plan, or set up a regular withdrawal plan
Change my contact details, authorised representative or financial adviser
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.
Perpetual Investment funds online application
Perpetual Investment funds Forms
Additional Investments form
Make an additional investment
Application form
Make an application
Change name form
Change your name
Change of instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of Fixed term adviser service fee
Consent to deductions of fixed term adviser service fee
Consent to deductions of ongoing fee arrangements
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
Download the Product Disclosure Statement (PDS)
If you require a TMD for specific fund, you can search via our price and performance page
Important information and continuous disclosure
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.
IDPS Guide and Financial Services Guide - Pt 1 Features Book
IDPS Guide and Financial Services Guide - Pt 2 Schedule of Fees and Costs
Perpetual Pure Credit Alpha Fund application
Forms:
Application form
Application form
Additional Investments form
Make an additional investment
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)
Perpetual Pure Series funds application
Forms
Application form
Application form
Additional Investments form
Make an additional investment
Change of instructions form
Change my contact details, authorised representative, bank account details, distribution.
Changes to deductions of fixed term adviser service fee
Consent to deductions of fixed term adviser service 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
Offer Documents and Product Disclosure Statements
Target Market Determination
If you require a TMD for a specific fund, you can search for it via our price and performance page.
Forms
Additional Investment & 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.
Perpetual WealthFocus Investment Advantage application
Perpetual WealthFocus Investment Advantage Forms
Additional investments & features form
Make an additional investment
Application form
Make an application
Change of instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term adviser service fee
Consent to deductions of fixed term adviser service fee
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)
Perpetual Investment Forms
Forms
Make an application
Additional Investments form
Make an additional investment
Change of instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term adviser service fee
Consent to deductions of fixed term adviser service fee
Consent to deductions of ongoing fee arrangements
Consent to deductions of ongoing fee arrangements form
Withdrawal form
Make a withdrawal
Move money between funds
Offer Documents and Product Disclosure Statements
Download the Product Disclosure Statement
Financial services guide for direct investors
If you require a TMD for a specific fund, you can search via our Price and Performance page
Forms
Application form
Make an application
Change name form
Change your name
Change of Instructions form
Change my contact details, authorised representative or financial adviser
Consent to deductions of fixed term adviser service fee
Consent to deductions of fixed term adviser service fee
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
Withdrawal 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.
Trillium ESG Global Equity Fund application
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 adviser service fee
Consent to deductions of fixed term adviser service 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
Offer Documents and Product Disclosure Statements
Trillium Global Sustainable fund application
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 adviser service fee
Consent to deductions of fixed term adviser service 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
Offer Documents and Product Disclosure Statements
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Choose your location
Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.