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Customer Identification Requirements
When you apply for a product you must complete a customer identification form and provide the required identification documents, unless you have previously done so. Full instructions are provided in the customer ID forms below.
This is to comply with our obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act (2006) that requires financial services providers and financial advisers to collect and verify the identity of customers.
Advisers submitting applications on behalf of their clients must either complete the ‘record of verification procedure’ section in the ID forms or send in certified copies of customer ID documents.
Customer ID requirements for individuals/sole traders have been incorporated into both our printed and web-based product disclosure statements. You can download and print customer ID forms for other entities below.
We may request that you provide updated customer identification information at a future time and will contact you if this is required.
In the section ‘How to certify your documents’, the forms refer to the Statutory Declarations Regulations 1993. These regulations have been replaced by the new Statutory Declarations 2018 which includes a number of additional occupations/persons authorised to witness Commonwealth statutory declarations.
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Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
United Kingdom
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.
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.