Perpetual Account Application

Apply for a new account

Important

Please review whether you have an existing holding in the following investment products:

Perpetual Investment
Perpetual Pure Credit Alpha
Perpetual Pure Series
Barrow Hanley
Trillium ESG
Trillium Global

If you have an existing holding and wish to invest under the same account, please submit your application through Investor Centre via the IC link.

If you do not have an existing holding, or you wish to invest under a new account, please proceed with your application through LAB.

This application allows you to establish an account with Perpetual ("Perpetual").

To begin, please select your account type and click the "Next" button.

Account type

Select your account type *

Individual

Joint

Sole Trader

Company

Trust or Superannuation Fund

Trustee type *

Individual Trustee(s)

Corporate Trustee

Submit your application *

Online

Print, sign and upload

Next Cancel

Need help? Please contact: Perpetual Support
Phone: 1800 022 033
Email: PerpetualUTqueries@cm.mpms.mufg.com

Personal Information Collection Notification Statement: Personal information about you is held on the public register in accordance with Chapter 2C of the Corporations Act 2001. In addition, the Anti-Money Laundering & Counter Terrorism Financing Act 2006 ("AML/CTF Act") requires that personal information about you (including but not restricted to, your name, address, date of birth and country of origin) be collected and verified before a designated service is provided to you. Additionally, the Tax Laws Amendment (Implementation of the FATCA Agreement) Act 2014 and the Tax Laws Amendment (Implementation of the Common Reporting Standard) Act 2016 requires that organisations seek information about your residency and/or citizenship status for tax purposes. For details about Perpetual Group's personal information handling practices including collection, use and disclosure, how you may access and correct your personal information and raise privacy concerns, visit our website at www.linkmarketservices.com.au to download a copy of the Perpetual privacy policy, or contact us by phone on +61 1800 502 355 (free call within Australia) 9am-5pm (Sydney time) Monday to Friday (excluding public holidays) to request a copy.