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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 2024-09-24 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 - 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 relation to Equals Group plc. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2024-09-24 English
Change in substantial holding for QAN 13 pages 859.4KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001 Section 671B, which pertains to notices of change of interests of substantial holders. The content details changes in voting power, relevant interests, and transactions related to substantial shareholdings in Qantas Airways Limited. It includes specific dates, transaction types, and share quantities. 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 not a financial report, earnings release, or management information, but a regulatory notice about shareholding changes.
2024-09-18 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 form details shareholdings and dealings in Equals Group plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding major shareholding interests and dealings during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2024-09-17 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 form details shareholdings and dealings in 'Equals Group plc' by 'Perpetual Limited'. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the category of Major Shareholding Notification (MRQ).
2024-09-13 English
Notice of Meeting 29 pages 4.7MB
AGM Information Classification · 95% confidence The document is titled 'Perpetual Limited - Annual General Meeting 2024' and contains detailed information about the upcoming AGM, including the Notice of Meeting, proxy forms, shareholder question forms, and explanatory notes. It specifies the date and location of the AGM, participation methods (in person and online), items for deliberation such as adoption of financial and statutory reports, re-appointment of directors, remuneration report adoption, and other resolutions. The document also references the financial year ended 30 June 2024 and includes voting instructions and procedural details. The content is consistent with materials typically distributed to shareholders ahead of an AGM to inform them about the meeting agenda and participation. It is not the actual Annual Report (10-K) or financial statements but rather the official meeting notice and related materials. Therefore, this document fits the category of AGM Information (AGM-R). The document length (15,000 characters) and detailed content support this classification with high confidence.
2024-09-12 English
Letter to Shareholders 2 pages 155.3KB
AGM Information Classification · 95% confidence The document is a letter dated 13 September 2024 from Perpetual Limited addressed to shareholders regarding the upcoming Annual General Meeting (AGM) scheduled for 17 October 2024. It includes references to the Notice of Meeting, Proxy Form, Shareholder Question Form, and an Online Guide, all related to the AGM. The document outlines the agenda items for the AGM, including financial and statutory reports, director re-appointments, remuneration report adoption, and other shareholder resolutions. The document is relatively short (3750 characters) and primarily serves as an announcement and invitation to the AGM, providing procedural details and encouraging shareholder participation. It does not contain the actual AGM materials or presentations themselves but rather references them and provides instructions on how to access or request them. Therefore, this document fits the category of AGM Information (AGM-R), as it is related to the AGM and its materials but is not the full report or presentation itself.
2024-09-12 English

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