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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 6,634 across all filing types
Latest filing 2024-09-08 Director's Dealing
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
Appendix 3X - P Ruiz 2 pages 598.5KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3X Initial Director’s Interest Notice' and references ASX listing rule 3.19A.1 and section 205G of the Corporations Act. It details the initial interests of a newly appointed director in securities, including the number and class of securities held or controlled. There is no financial data, earnings information, or report content. Instead, it is a notification of a director's personal share transactions or holdings. This matches the definition of 'Director's Dealing' filings, which report personal share transactions or interests by company directors and executives.
2024-09-08 English
Appointment of Non-Executive Director 2 pages 159.7KB
Board/Management Information Classification · 100% confidence The document is an ASX announcement dated 6 September 2024 regarding the appointment of a Non-Executive Director, Mr. Paul Ruiz, to the board of Perpetual Limited. It details his background, the role he will assume, and the context of the appointment. There are no financial statements, earnings data, or detailed financial analysis present. The document is relatively short (3340 characters) and focuses solely on management/board changes. This fits the category of Board/Management Information (MANG), which covers announcements of changes in the company's board of directors or senior management.
2024-09-05 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 shareholdings and recent dealings by Perpetual Limited in relation to Equals Group plc. As it is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-09-04 English
Appendix 3X - B Reilly 2 pages 596.5KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3X Initial Director’s Interest Notice' and references ASX listing rule 3.19A.1 and section 205G of the Corporations Act. It details the appointment of a new director and their relevant interests in securities and contracts, all of which are nil. This is a report of personal share transactions or interests by a company director, which fits the definition of Director's Dealing filings. The document length is short and focused solely on director interests, not financial results or other report types.
2024-09-03 English
Notification of cessation of securities - PPT 4 pages 14.9KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 3H form titled 'Notification of cessation of securities' from Perpetual Limited, dated September 3, 2024. It details the cessation (lapsing and exercising) of performance rights securities, including quantities and reasons for cessation. The document is a regulatory announcement about changes in issued capital securities, specifically cessation of certain securities. It does not contain financial statements, management discussion, or detailed financial results. It is not a report but a formal notification to the ASX about securities ceasing to exist. This fits the category of Share Issue/Capital Change announcements, which include notifications about securities ceasing or lapsing.
2024-09-02 English
Appendix 3Z - Rob Adams 2 pages 547.5KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Z Final Director’s Interest Notice' and references ASX listing rule 3.19A.3 and section 205G of the Corporations Act. It details the securities holdings and interests of a director, including direct and indirect holdings, and notes the date the director ceased to be a director. This is a report of personal share transactions and holdings by a company director, which fits the definition of 'Director's Dealing' filings. The document length is short and focused solely on director interests, with no financial results or other report content. Therefore, the appropriate classification is DIRS (Director's Dealing).
2024-09-01 English

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