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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 2025-11-28 Major Shareholding Noti…
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 - NCC Group plc
Major Shareholding Notification Classification · 100% 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. This specific form is used to disclose positions and dealings in securities during an M&A process. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the options provided, 'MRQ' (Major Shareholding Notification) is the most accurate classification for a disclosure of significant share ownership and changes in holdings.
2025-11-28 English
Form 8.3 - International Personal Finance
Major Shareholding Notification Classification · 100% 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. It details shareholdings and dealings in International Personal Finance plc by Perpetual Limited. Since this is a specific regulatory disclosure regarding major shareholding and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2025-11-27 English
Change in substantial holding for SHV 6 pages 607.3KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in Select Harvests Limited. The document includes transaction details, dates, and signatures, consistent with a regulatory filing notifying changes in major shareholdings. It is not an annual report, earnings release, or any financial report but a formal notification of shareholding changes. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is the actual notice, not just an announcement or certification.
2025-11-27 English
Form 8.3 - International Personal Finance
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code when a person or entity holds 1% or more of the relevant securities of an offeror or offeree. It details shareholdings and dealings in the securities of International Personal Finance plc. Since this is a specific regulatory disclosure regarding share ownership and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2025-11-26 English
Form 8.3 International Personal Finance Amendment
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 a person's interests and dealings in the relevant securities of an offeror or offeree. This type of disclosure is specifically used to report major shareholding changes or dealings during a takeover period. Since it does not fit into the specific categories of 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', and is a standard regulatory requirement for market transparency, it is classified as a Regulatory Filing (RNS).
2025-11-25 English
Form 8.3 - International Personal Finance Plc
Major Shareholding Notification Classification · 100% 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 during an M&A offer period. This document specifically details the shareholding position of Perpetual Limited in International Personal Finance plc. Since it is a mandatory regulatory disclosure regarding share ownership thresholds during a takeover context, it falls under the 'Major Shareholding Notification' category.
2025-11-25 English

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