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Investment forms, PDS and offer documents
Access detailed information on all Perpetual products.
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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.
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
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.