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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 March 2025 | Change to Perpetual Private Wrap products description |
From 1 March 2025, Equity Trustees Superannuation Limited (ABN 50 055 641 757 AFSL 229757 RSE L0001458) (ETSL) is appointed as the trustee of Perpetual Private Super Wrap and the funds using the Perpetual Small APRA Fund Service. Effective from 1 March 2025, in the ‘Introducing Perpetual Private Investment Wrap’ section of the Perpetual Private Investment Wrap Features Book dated 1 September 2022 (page 3), the last paragraph of the first column is replaced by: The Investment Wrap is one of the Perpetual Private Wrap products which, together with Perpetual Private Super Wrap, Perpetual Private Pension Wrap and Perpetual Small APRA Fund Services issued by Equity Trustees Superannuation Limited (ABN 50 055 641 757 AFSL 229757 RSE L0001458 as trustee), can be grouped together so you can benefit from consolidated fees, reporting and statements (see ‘Consolidated balances for fee purposes’ in the Schedule of Fees and Costs, ‘Consolidated reporting on your portfolio’ in the ‘Investment services’ section and ‘Ongoing reporting’ in the ‘Reporting’ section for further information).
|
| 1 November 2024 | Ceasing of cheque withdrawals |
We have phased out our cheque services and moved to digital payments as a safer, quicker, and more convenient way to bank. As a result, on and from 1 November 2024, cheque withdrawals are no longer available. As a reminder we ceased accepting cheque deposits on and from 17 May 2024. |
| 16 September 2024 | Change to international number |
From 1 October 2024, if you need to call us from overseas, the phone number has changed from +612 8245 4411 to +612 5501 1743. |
| 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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United Kingdom
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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.