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PERPETUAL SMALL APRA FUND SERVICE Product Disclosure Statement PRODUCT DISCLOSURE STATEMENT Issue number 9 dated 2 February 2015
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Document Date: 2015-02-01 21:41:55


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File Size: 2,43 MB

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City

Sydney / /

Company

Perpetual Limited / ASSETS AND CASH The Fund / Perpetual Trustee Company Limited / Arranges Fund / Perpetual Superannuation Limited / Liaises / Amount / /

Country

Australia / /

Currency

USD / /

Event

Funding / M&A / /

IndustryTerm

trust law / online trade placement / real estate / Online share transaction facility / investment types2 Online share trading / owned subsidiary / bank / wealth management / insurance benefits / family law / recent audit / asset custody services / investment administration services / /

Organization

Your Fund / GLANCE FEATURES PERPETUAL SMALL APRA FUND SERVICE Fund / OF IDENTITY REQUIREMENTS All / ORGANISATION YOU CAN TRUST / APPLYING Fund / EXAMPLE YOUR FUND / Australian Prudential Regulation Authority / Pays Fund / Small APRA Fund / Australian Taxation Office / /

Person

Custody / /

Position

attorney / existing trustee / custodian / BACK COVER GENERAL INFORMATION INTRODUCTION ABOUT DO-IT-YOURSELF SUPERANNUATION Superannuation funds / ADVISER Your adviser / ADMINISTRATOR / sub-custodian / financial adviser / tax adviser / FRONT COVER GENERAL INFORMATION 2 Introduction / trustee / General / professional trustee / becoming trustee / Private Investment / adviser / comprehensive trustee / /

PublishedMedium

the Financial Services Guide / /

SocialTag