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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 2024-11-17 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
Change in substantial holding for IFM 7 pages 605.4KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. The content details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in Infomedia Limited, including transaction details and dates. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as financial reports or management information. Therefore, the correct classification is MRQ with high confidence.
2024-11-17 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 filing under the UK Takeover Code. It details a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (NewRiver REIT plc). This type of document is specifically used to report major shareholding changes or dealings during an M&A process. Since it is a specific regulatory disclosure form and not a general announcement or a report, it falls under the 'Major Shareholding Notification' category.
2024-11-15 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 requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. It details shareholdings and dealings in NewRiver REIT plc by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding thresholds rather than a corporate M&A announcement (TAR). Therefore, it is classified as a Major Shareholding Notification (MRQ).
2024-11-13 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 form details share purchases and positions held by Perpetual Limited in TI Fluid Systems plc. As it relates to significant shareholding notifications and disclosures during a takeover/offer period, it falls under the category of Major Shareholding Notification.
2024-11-13 English
Ceasing to be a substantial holder for SIG 5 pages 543.0KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and references the Corporations Act 2001 Section 671B, which pertains to notices of ceasing to be a substantial holder. The content details changes in relevant interests and associations related to substantial shareholdings in Sigma Healthcare Limited. It includes transaction details, dates, and signatures but does not contain financial statements, earnings data, or management commentary. This type of filing is a notification about changes in major share ownership levels, specifically ceasing to be a substantial holder, which aligns with the category 'Major Shareholding Notification' (MRQ). The document length is substantial and contains detailed transaction data, confirming it is the actual notice rather than a brief announcement or certification. Therefore, the correct classification is MRQ with high confidence.
2024-11-12 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 the shareholding position of Perpetual Limited in Aquis Exchange plc. This type of document is specifically used to notify the market of major shareholding interests during a takeover or offer period. According to the provided definitions, this falls under 'Major Shareholding Notification' (MRQ).
2024-11-12 English

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