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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 6,627 across all filing types
Latest filing 2024-12-30 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 - TI Fluid Systems 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. It details shareholdings and recent dealings in TI Fluid Systems plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding shareholding thresholds and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2024-12-30 English
Form 8.3 - TI Fluid Systems plc
Major Shareholding Notification 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, TI Fluid Systems plc). This type of disclosure is specifically required by the Takeover Panel for major shareholders or parties involved in M&A activity to maintain market transparency. Since it is a specific regulatory disclosure regarding shareholdings and dealings in the context of a takeover, it falls under the Major Shareholding Notification category.
2024-12-27 English
Form 8.3 - TI Fluid Systems 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 shareholdings and dealings in TI Fluid Systems plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding major shareholding and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2024-12-24 English
Form 8.3 - Aquis Exchange plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details public dealing disclosures by a person with interests in relevant securities representing 1% or more of an offeror or offeree. This specific type of disclosure is a regulatory requirement for transparency during M&A activities, and it fits the 'Major Shareholding Notification' (MRQ) category as it reports changes in share ownership levels and interests in the context of a takeover.
2024-12-23 English
Form 8.3 - TI Fluid Systems 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. It details shareholdings and recent dealings in TI Fluid Systems plc by Perpetual Limited. This type of disclosure is a specific regulatory filing related to M&A activity (takeover bids) and is categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes during a takeover process.
2024-12-23 English
Form 8.3 - TI Fluid Systems 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. It details shareholdings and recent dealings in TI Fluid Systems plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding major shareholding and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2024-12-20 English

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