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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 2025-04-11 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 - Dowlais Group plc
Regulatory Filings 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. It details public dealing disclosures, including positions and specific transactions (purchases/sales) in the securities of an offeror/offeree (Dowlais Group plc). This type of filing is a specific regulatory disclosure related to M&A activity and market surveillance, which falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-04-11 English
Form 8.3 LondonMetric Property plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. This specific document details shareholdings and dealings by Perpetual Limited in relation to LondonMetric Property plc. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of Rule 8.3 disclosures, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant share ownership and changes therein.
2025-04-11 English
Form 8.3 - Dowlais Group plc
Regulatory Filings 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 to disclose dealings in an offeror or offeree company. This is a specific type of regulatory filing related to market surveillance and takeover activity, which falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure submitted to a Regulatory Information Service.
2025-04-10 English
Form 8.3 - LondonMetric Property plc
Regulatory Filings Classification · 98% 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 shareholdings and recent dealings by Perpetual Limited in LondonMetric Property plc. While it relates to M&A activity, it is a specific regulatory disclosure of share ownership and trading, which falls under the 'Major Shareholding Notification' category in the provided schema.
2025-04-10 English
Form 8.3 - LondonMetric Property plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It reports a person's interests and dealings in the relevant securities of an offeror or offeree (in this case, LondonMetric Property plc) when they hold 1% or more of the shares. This type of disclosure is a specific regulatory requirement for M&A activity, but it is distinct from a general M&A announcement (TAR). Given the specific nature of the 'Form 8.3' disclosure regarding shareholding thresholds and dealings, it falls under the category of Major Shareholding Notification (MRQ).
2025-04-09 English
Form 8.3 - Dowlais 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. It details share dealings and positions in Dowlais Group plc. Since this is a specific regulatory disclosure regarding major shareholding interests and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-04-09 English

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