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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 6,626 across all filing types
Latest filing 2025-04-03 Share Issue/Capital Cha…
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
Application for quotation of securities - PPT 6 pages 17.6KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 2A form, which is an application for quotation of securities on the ASX (Australian Securities Exchange). It details the issuance and quotation of securities under a dividend or distribution plan, including the number of securities, issue date, and compliance with listing rules. This type of document is a formal announcement related to capital changes, specifically the issuance and quotation of new shares. It is not a financial report, earnings release, or management discussion. Therefore, it fits the category of Share Issue/Capital Change announcements.
2025-04-03 English
Form 8.3 - Dowlais Group 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 document details share dealings and positions, which falls under the category of major shareholding notifications or regulatory disclosures related to M&A activity. Given the specific nature of the 'Form 8.3' and its role in market surveillance, it is classified as a Major Shareholding Notification (MRQ).
2025-04-03 English
Form 8.3 - LondonMetric Property 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 company. This specific filing details shareholdings and recent dealings by Perpetual Limited in relation to LondonMetric Property plc. Since this is a mandatory regulatory disclosure regarding major shareholding interests and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-04-03 English
Form 8.3 - Dowlais Group 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 is a specific type of major shareholding notification related to M&A activity. While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) because it is specifically a 'Public Dealing Disclosure' under the Takeover Code. Given the options provided, 'MRQ' is the most accurate classification for a notification of significant share ownership levels and dealings in the context of a takeover.
2025-04-02 English
Form 8.3 - LondonMetric Property 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 company. This specific filing details shareholdings and recent dealings by Perpetual Limited in LondonMetric Property plc. Since this is a notification of significant shareholding changes related to a takeover/offer scenario, it falls under the 'Major Shareholding Notification' category.
2025-04-02 English
Change in substantial holding 25 pages 1.1MB
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 (Vanguard Group) in Perpetual Limited, including dates and numbers of shares bought or sold. 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 lengthy (15,000 characters) and contains detailed transaction data, not just an announcement or certification, confirming it is the actual notification. Therefore, the correct classification is MRQ with high confidence.
2025-04-01 English

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