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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 2025-07-21 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
Change in substantial holding from SOL 4 pages 238.3KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001 Section 671B. It details changes in voting power and shareholdings of a substantial holder (Washington H. Soul Pattinson and Company Limited) in Perpetual Limited. The document includes specifics about share purchases, voting power percentages, and relevant interests. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory notice about shareholding changes.
2025-07-21 English
Form 8.3 - NCC Group plc
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' related to an offer involving 'NCC Group plc'. Filings related to takeover bids, insider positions during such events, and specific regulatory forms like Form 8.3 are generally classified as general regulatory announcements or filings that do not fit into the core financial reporting categories (10-K, IR, ER). Since the document is a specific regulatory disclosure mandated by the Takeover Code, and it is not a general announcement of a report (RPA) or a standard financial statement, the most appropriate classification is the general regulatory fallback category, RNS (Regulatory Information Service), which handles miscellaneous regulatory announcements.
2025-07-18 English
Change in substantial holding for EVT 19 pages 641.5KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, including transaction dates, types, and quantities of shares bought or sold. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is lengthy and contains detailed transaction data, not just an announcement or certification, confirming it is the actual notification of shareholding changes.
2025-07-17 English
Form 8.3 - American Axle & Manufacturing Holdings
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a Public Opening Position Disclosure/Dealing Disclosure made by a person holding 1% or more interest in relevant securities during a takeover situation. This type of mandatory disclosure regarding insider dealings during a takeover bid is a specific regulatory filing. While it relates to director/insider activity (DIRS) and share ownership changes (MRQ), the specific context of 'Rule 8.3 of the Takeover Code' points directly to a specialized regulatory filing related to M&A activity. Since there is no specific code for 'Takeover Code Disclosure', and it is a mandatory regulatory filing disseminated via RNS, the most appropriate classification is the general regulatory filing category, RNS, as it is a specific type of regulatory announcement not covered by the other codes, or DIRS if focusing on the insider nature. However, given the context of a takeover (Rule 8.3), it is a specific regulatory filing. Since DIRS is defined as 'Report of personal share transactions by company directors and executives (insider trades)', and this is a mandatory disclosure of a significant shareholder's position during a takeover, DIRS is a strong candidate. However, the presence of the RNS header and the nature of the disclosure (Rule 8.3) suggests a general regulatory filing. Let's re-evaluate the options: DIRS is for general insider trades. This is a specific takeover-related disclosure. MRQ is for major shareholding notification (crossing thresholds). This is a disclosure triggered by the Code, not just crossing a threshold. Given the explicit reference to the Takeover Code and the RNS distribution mechanism, RNS (Regulatory Filings) is the best fit for a specific, non-standard regulatory form like Form 8.3, which acts as a catch-all for required regulatory announcements not otherwise specified. Alternatively, since it details dealings by a person with interests, DIRS is plausible. Given the structure and mandatory nature under the Takeover Code, RNS is the safest general regulatory classification.
2025-07-16 English
Change in substantial holding for RWC 5 pages 597.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and is a 'Notice of change of interests of substantial holder' under the Corporations Act 2001, Section 671B. It details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited and its related bodies corporate) in Reliance Worldwide Corporation Limited. The document includes specifics about share purchases and sales, voting power percentages, and associated entities. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category 'Major Shareholding Notification' (MRQ). The document length is over 10,000 characters and contains detailed transaction data, confirming it is not a brief announcement or a report publication notice. Therefore, the correct classification is MRQ with high confidence.
2025-07-15 English
Change in substantial holding for SRV 6 pages 598.5KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. It details changes in voting power, relevant interests, and transactions related to substantial shareholdings in Servcorp Limited. The content includes detailed tables of share purchases and sales by Perpetual Limited and its related bodies corporate, along with signatures and annexures. This type of document is a formal notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory filing specifically about shareholding changes.
2025-07-09 English

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