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Mainstream Online Web Portal

Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.

UPDATED: An important note to clients from Pendal Australia CEO Richard Brandweiner

December 30, 2022

IN AUGUST 2022 we announced plans to bring together Australia’s two leading asset management businesses, Pendal and Perpetual.

We continue to believe this proposal would create Australia’s pre-eminent global asset manager, with clients benefitting from greater scale across customer service, distribution, technology, infrastructure and ESG leadership.

Since then Pendal and Perpetual have been working together constructively to finalise the details of this proposal.

On November 17, Pendal and Perpetual both publicly confirmed in separate ASX statements that the proposed merger is proceeding.

You can read Pendal’s statement here and Perpetual’s statement here.

The proposal remains strongly supported by our fund managers, given Perpetual’s commitment to preserving our culture of investment independence and the autonomy of our investment management teams.

The NSW Supreme Court provided further clarity to enable the two businesses to come together. You can read more here.

On December 23, Pendal shareholders overwhelmingly voted in favour of the proposed acquisition by way of a scheme of arrangement. You can read about the details on our shareholder website.

The scheme remains subject to court approval on January 11.

In the meantime, I want to reiterate that Pendal will continue to manage your investments to the best of our ability, as we have always done.

We look forward to doing so for many years to come.

I warmly thank you for your support and trust. Please do not hesitate to call or contact your Pendal account manager.

Please do not hesitate to call or contact your Pendal account manager.

– Richard Brandweiner
CEO, Pendal Australia

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