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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 2024-12-09 Capital/Financing Update
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
Update on Scheme with KKR 3 pages 534.0KB
Capital/Financing Update Classification · 95% confidence The document is an ASX announcement dated 10 December 2024 from Perpetual Limited providing an update on a proposed acquisition scheme with KKR. It discusses tax treatment issues, estimated cash proceeds to shareholders, and business updates including assets under management and funds under advice. The document is a detailed update on a transaction and its implications, including financial estimates and strategic considerations. It is not a full annual or interim report, nor a call transcript or earnings release. It is not a simple announcement of a report publication but a substantive update on a capital transaction and related business matters. The content fits best under Capital/Financing Update (CAP) as it relates to a significant financing/acquisition transaction update and its financial impact on shareholders.
2024-12-09 English
Form 8.3 - NewRiver REIT 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 share purchases by Perpetual Limited in relation to NewRiver REIT plc. Since this is a mandatory regulatory disclosure regarding shareholdings and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-12-09 English
Form 8.3 - Aquis Exchange plc
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the shareholding position and dealings of a major shareholder (Perpetual Limited) in relation to an offeror/offeree (Aquis Exchange plc). This type of disclosure is specifically required when a party holds 1% or more of a company's securities during a takeover period. Since it does not fit into the specific categories of M&A activity (which usually refers to the company's own announcements) or director dealings, it falls under the 'Regulatory Filings' (RNS) category as a standard disclosure document.
2024-12-09 English
Becoming a substantial holder 3 pages 350.2KB
Major Shareholding Notification Classification · 100% confidence The document is a 'Notice of initial substantial holder' filed under the Corporations Act 2001 Section 671B. It details the substantial shareholding of Norges Bank in Perpetual Ltd, including voting power, relevant interests, registered holders, and a detailed appendix of share transactions and changes in relevant interests. This type of filing is a notification of a major shareholding change, specifically the crossing of a substantial holding threshold. It is not a financial report, earnings release, or management report, nor is it an announcement of a meeting or voting results. The document fits the definition of a Major Shareholding Notification (MRQ) as it reports changes in significant share ownership levels.
2024-12-08 English
Form 8.3 - Newriver REIT 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 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of document is specifically used to report major shareholding changes and dealings 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 specific nature of the form and its regulatory purpose, it falls under the category of Major Shareholding Notification (MRQ).
2024-12-06 English
Form 8.3 - Aquis Exchange plc
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 reports a change in shareholding (1% or more) by an institutional investor (Perpetual Limited) in a company involved in a takeover (Aquis Exchange plc). This type of disclosure is specifically categorized as a 'Major Shareholding Notification' (MRQ) in the provided schema, as it tracks significant ownership changes.
2024-12-06 English

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