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Perpetual Private Investment Wrap
Updates
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. |
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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.