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Perpetual Private Investment Wrap

Perpetual Private Investment Wrap



Significant event table

Significant events and material change notices for the Perpetual Private Investment Wrap.

Notice date Nature of event or change Impact of the change
1 January 2024 Ceasing of cheques

The following changes in relation to cheques and deposit books will be made.

From 1 January 2024, you can no longer request a personalised deposit book for making investments by cheque into your Perpetual Cash Account. The existing deposit books can be used until 17 May 2024.

From 17 May 2024, you will no longer make additional investments by cheques.

1 December 2023 Changes to Dollar Cost Averaging

From 1 December 2023 there are changes to the Dollar Cost Averaging (DCA).

When setting up the DCA, the restriction of "at least six monthly or four quarterly investments must be made" is removed. You or your advisors can set up DCA for any chosen period.

5 October 2021 PDS Update: Inquiries and complaints

There are legislative changes applying to complaints handling effective from 5 October 2021. The information in the PDS in relation to inquiries and complaints is now updated as set out in the flyer.

See attached flyer