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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 2024-10-06 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 SIG 8 pages 613.5KB
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, including transaction dates, types, and share quantities. This type of filing is a notification of changes in major shareholding levels, not a financial report, management update, or other report types. It fits the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a report publication notice but a substantive notification of shareholding changes.
2024-10-06 English
Form 8.3 - TI Fluid Systems plc
Regulatory Filings Classification · 98% 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 shareholdings and dealings during an M&A process. 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, 'MRQ' (Major Shareholding Notification) is the most accurate classification for a document detailing significant share ownership and changes in holdings.
2024-10-04 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 under the UK Takeover Code. It reports a major shareholding notification (specifically, a person with interests in relevant securities representing 1% or more) in the context of an M&A offer (NewRiver REIT plc). While it relates to M&A activity, the specific nature of the document is a mandatory regulatory disclosure of shareholding positions and dealings, which falls under the 'Major Shareholding Notification' category.
2024-10-03 English
Welcome Letter for AGM 2024 3 pages 110.1KB
AGM Information Classification · 100% confidence The document is an ASX release dated 3 October 2024 from Perpetual Limited regarding the format and participation details for the company's 2024 Annual General Meeting (AGM) scheduled for 17 October 2024. It provides instructions on how shareholders can attend physically or virtually, vote by proxy, ask questions, and use the online platform. There is no financial data, results, or report content included. The document is informational about the AGM logistics and participation process, not the AGM report or voting results themselves. Therefore, it fits the category of AGM Information (AGM-R). The document length (7250 characters) supports it being a detailed announcement rather than a brief notice or proxy solicitation.
2024-10-02 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 (in this case, involving Newriver REIT plc). While it relates to M&A activity, it is specifically a disclosure of shareholding positions and dealings, which falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership thresholds and changes.
2024-10-02 English
Form 8.3 - TI Fluid Systems
Regulatory Filings Classification · 98% 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 by a person with interests in relevant securities representing 1% or more of a company (TI Fluid Systems plc). This type of disclosure is specifically related to M&A activity and takeover regulations, but since it is a standard regulatory disclosure form rather than a merger announcement or takeover bid document itself, it falls under the category of Regulatory Filings (RNS).
2024-10-01 English

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