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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 2024-10-16 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 10 pages 612.6KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It 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 major shareholding levels, not a financial report, management announcement, or other categories. It matches the definition of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed transaction data, confirming it is the actual notification, not just an announcement or certification.
2024-10-16 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 company. This specific form is used to disclose positions and dealings in the context of an M&A transaction. 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 8.3' disclosure regarding major shareholding interests during a takeover, it fits best under the 'Major Shareholding Notification' category, as it tracks significant ownership changes and interests.
2024-10-16 English
Change in substantial holding for UNI 6 pages 599.6KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and shareholdings of a substantial holder, including transaction dates, types, and quantities. This type of filing is a notification of changes in major share ownership levels, which fits the definition of Major Shareholding Notification (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.
2024-10-15 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 form is used to disclose positions and dealings in the context of an M&A transaction (NewRiver REIT plc). While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the options provided, 'RNS' (Regulatory Filings) is the most appropriate classification for this type of standardized regulatory disclosure.
2024-10-15 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 share ownership and dealings in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2024-10-11 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. It details shareholdings and recent dealings in NewRiver REIT plc by Perpetual Limited. This type of filing is a specific regulatory disclosure regarding major shareholdings and market activity during a takeover period, which falls under the 'Major Shareholding Notification' category.
2024-10-10 English

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