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Perpetual Investment Funds Product Disclosure Statement issue number 15 dated 1 October 2022 Supplementary Product disclosure Statement dated 13 December 2022 Perpetual Investment Management Limited

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Obtain the additional investments form from the respective investment firm or company.

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Fill out your personal details including name, address, contact information, and account number.

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Investors who want to increase their investment in a particular fund or account.

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Clients who have been advised by their financial advisor to consider additional investments for better returns.

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What is additional investments form?

The additional investments form is a document used to report any additional investments made beyond what was originally disclosed.

Who is required to file additional investments form?

Any individual or entity who has made additional investments that were not previously reported must file the additional investments form.

How to fill out additional investments form?

The additional investments form typically requires the individual to provide information about the new investments made, including the amount, date, and purpose of the investment.

What is the purpose of additional investments form?

The purpose of the additional investments form is to ensure that all investments are properly documented and reported for transparency and compliance reasons.

What information must be reported on additional investments form?

The additional investments form usually requires details such as the name of the investment, amount invested, date of investment, and reason for the investment.

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