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What features does Online Account Access offer?

account features Offer online
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A. Online account access allows you to: • view your account balances excluding Perpetual’s Term Fund • view recent transactions such as investments, withdrawals, distributions and transfers for all your accounts • view ETP and preservation components • view insurance details • view the contact details we have on record for each of your investments • download data to a CSV file • appoint up to three Online Representatives to view or transact on your behalf via Online Account Access.

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