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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 6,629 across all filing types
Latest filing 2024-11-07 Board/Management Inform…
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
Executive Committee changes and future leadership structure 2 pages 142.7KB
Board/Management Information Classification · 100% confidence The document is an ASX announcement dated 8 November 2024 from Perpetual Limited. It details changes to the Executive Committee and leadership structure for the Asset Management business, including appointments and role transitions. There is no financial data, no mention of a report being attached or published, and the content focuses solely on management changes. This fits the definition of Board/Management Information (MANG), which covers announcements of changes in the company's board or senior management.
2024-11-07 English
Ceasing to be a substantial holder for QAN 10 pages 564.0KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and is a 'Notice of ceasing to be a substantial holder' under the Corporations Act 2001 Section 671B. It details changes in relevant interests and voting securities of a substantial holder, including extensive transaction data. This type of filing is a notification about changes in significant share ownership levels, specifically ceasing to be a substantial holder. It is not a financial report, earnings release, or management report, but a regulatory notification about shareholding changes. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and detail confirm it is the actual notice, not just an announcement or certification.
2024-11-07 English
Form 8.3 - Equals Group 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 Equals Group 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.
2024-11-07 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 filing is a specific regulatory disclosure related to M&A activity (takeover bids) and is categorized as a Major Shareholding Notification (MRQ) because it reports significant ownership levels and changes therein during a takeover period.
2024-11-07 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 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 Perpetual Limited's position and dealings in TI Fluid Systems plc. Since it involves a major shareholding notification related to takeover activity and does not fit into the other specific categories like M&A (TAR) or Director's Dealing (DIRS), it is classified as a Major Shareholding Notification (MRQ).
2024-11-06 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 required 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 specific regulatory disclosure regarding shareholdings and takeover-related activity, it falls under the 'Major Shareholding Notification' category, as it reports a significant interest and changes in ownership levels.
2024-11-05 English

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