Skip to main content
Perpetual Limited logo

Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
Open in API
Filings indexed 6,627 across all filing types
Latest filing 2024-11-28 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 - Newriver REIT 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 details a major shareholding notification (crossing thresholds) by Perpetual Limited regarding NewRiver REIT plc. While it involves M&A-related disclosure, it is specifically a 'Major Shareholding Notification' (MRQ) as it reports the position and dealings of a person with interests in relevant securities representing 1% or more.
2024-11-28 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. This specific filing details the shareholding position and recent dealings of Perpetual Limited in TI Fluid Systems plc. Since this is a mandatory disclosure of major shareholding and dealing activity related to a takeover situation, it falls under the category of Major Shareholding Notification.
2024-11-28 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 form details shareholdings and dealings in NewRiver REIT plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the category of Major Shareholding Notification.
2024-11-27 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 company. This specific filing details shareholdings and recent dealings by Perpetual Limited in TI Fluid Systems plc. As it relates to significant shareholding notifications and regulatory disclosures regarding takeover activity, it falls under the category of Major Shareholding Notification.
2024-11-27 English
Form 8.3 - Newriver REIT 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 of an offeror or offeree company. This specific filing details share purchases by Perpetual Limited in NewRiver REIT plc. While it relates to M&A activity, it is a specific regulatory disclosure of shareholdings rather than a general M&A announcement (TAR). Since it does not fit into the other specific categories like DIRS (which is for directors) or MRQ (which is a general major shareholding notification), and is a mandatory regulatory filing under the Takeover Code, it is best classified as a Regulatory Filing (RNS).
2024-11-26 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. This specific form is used to disclose positions and dealings in securities during an M&A process. Since it represents a major shareholding notification related to takeover activity, it falls under the 'Major Shareholding Notification' category.
2024-11-25 English

Browse filings by year

25 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.