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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 2024-10-29 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 · 96% 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 NewRiver REIT plc by Perpetual Limited. This type of disclosure is a specific regulatory filing related to M&A activity (takeover bids), but since it is a standardized disclosure form for major shareholding changes in the context of a takeover, it falls under the category of Major Shareholding Notification (MRQ).
2024-10-29 English
Form 8.3 - Newriver REIT plc (replaces 6872J)
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. It details shareholdings and recent dealings in NewRiver REIT plc by Perpetual Limited. This type of filing is a specific regulatory disclosure related to M&A activity (takeover bids), but since it is a mandatory regulatory filing regarding shareholding positions during an offer period, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes.
2024-10-28 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. This document details shareholdings and recent dealings in NewRiver REIT plc by Perpetual Limited. Since it is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-10-28 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 filing under the UK Takeover Code. It details the shareholding position and recent dealings of a major shareholder (Perpetual Limited) in relation to an offeror/offeree (NewRiver REIT plc). This type of document is a mandatory regulatory disclosure regarding significant shareholdings and market activity during an M&A process, fitting the 'Major Shareholding Notification' category.
2024-10-25 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 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 NewRiver REIT plc by Perpetual Limited. This type of disclosure is a specific regulatory requirement for M&A-related activity and does not fit into the other categories like M&A announcements (TAR) or general regulatory filings (RNS) as it is a specific disclosure form.
2024-10-24 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 of an offeror or offeree. This document details share dealings and positions by Perpetual Limited in relation to NewRiver REIT plc. Since it is a specific regulatory disclosure regarding shareholdings and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership changes and related disclosures.
2024-10-23 English

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