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The Perpetual Americas Funds may be purchased either directly or through a financial intermediary such as a Broker/Dealer firm or “mutual fund supermarket”. The Funds welcome investments from investors that are either a U.S. citizen or resident, or are a U.S. entity with a U.S. tax identification (social security) number. Shares of the Perpetual Americas Funds are qualified for sale only in the U.S. and its territories and possessions.
Purchase shares directly in Perpetual Americas Funds
You can obtain a copy of the new account application by calling the Funds at (866) 260-9549 or (312) 557-5913 on days the Funds are open for business. You can also obtain a new account application by clicking on one of the links to the right.
Completed new account applications should be sent to the following address:
Regular Mail
Perpetual Americas Funds
c/o The Northern Trust Company
P.O. Box 4766
Chicago, Illinois 60680-4766
Overnight Mail
Perpetual Americas Funds
c/o The Northern Trust Company
333 South Wabash Avenue
Attn: Funds Center, Floor 38
Chicago, IL 60604
(312) 557-5913
Existing Perpetual Americas Funds shareholder questions
Existing shareholder questions may be addressed by calling the toll free customer service phone line (866) 260-9549.
Wire Transfer Instructions – wire transfers can be made once a new account application has been filed and a Perpetual Americas Funds Shareholder Account # has been issued by Northern Trust.
The Northern Trust Company
Chicago, Illinois
ABA Routing No. 0710-00152
Northern Trust Account #5201682900
Shareholder Account # XXXXX (to be provided by Northern Trust once an account is opened)
Shareholder Name: