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Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,625 across all filing types
Latest filing 2026-01-16 Regulatory Filings
Country AU Australia
Listing ASX PPT

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Form 8.3 - 1Spatial plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a person's interests and dealings in the relevant securities of an offeror or offeree (in this case, 1Spatial plc). This type of disclosure is a specific regulatory requirement for major shareholders or parties involved in M&A activity to report their positions and dealings. Since it does not fit into the specific categories of M&A activity (which usually refers to the company's own announcements) or major shareholding notifications (which are typically for crossing thresholds), it falls under the 'Regulatory Filings' (RNS) category as a standard regulatory disclosure.
2026-01-16 English
Form 8.3 - - Rio Tinto PLC and Rio Tinto Limited
Major Shareholding Notification Classification · 100% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more of an offeror or offeree. This specific type of disclosure is a 'Major Shareholding Notification' as it tracks significant ownership thresholds and changes in interest during takeover scenarios.
2026-01-15 English
Form 8.3 - NCC Group PLC
Major Shareholding Notification Classification · 96% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a person's interests and dealings in the relevant securities of an offeror or offeree (in this case, NCC Group plc) during an M&A process. While it relates to M&A activity, it is specifically a disclosure of shareholding/dealing, which falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership levels and changes during a takeover period.
2026-01-15 English
Form 8.3 - Glencore PLC
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A offer period. It details shareholdings and recent dealings in Glencore PLC by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a corporate M&A announcement (TAR). As it does not fit into the other specific categories like DIRS (which is for company directors) or MRQ (which is for major shareholding notifications by the company itself or significant investors), it is best classified as a Regulatory Filing (RNS).
2026-01-15 English
Form 8.3 - Picton Property Income Ltd
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This is a specific type of major shareholding notification related to M&A activity. While it involves shareholding, it is specifically a regulatory disclosure form rather than a general major shareholding notification (MRQ) or a transaction in own shares (POS). Given the specific nature of the 'Form 8.3' disclosure under the Takeover Code, it is best classified as a Major Shareholding Notification (MRQ) as it reports the position of a significant shareholder.
2026-01-14 English
Form 8.3 - Glencore PLC
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This specific form is used to disclose positions and dealings in the context of M&A activity. Since it is a formal regulatory disclosure regarding shareholdings and takeover-related interests, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant ownership levels and related regulatory disclosures.
2026-01-14 English

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