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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 2024-08-28 Governance Information
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
FY24 Corporate Governance Statement 28 pages 883.5KB
Governance Information Classification · 95% confidence The document is titled '2024 Corporate Governance Statement' and contains detailed descriptions of the company's governance framework, board responsibilities, committee structures, policies, and subsidiary boards. It references compliance with ASX Corporate Governance Principles and Recommendations and includes governance-related content such as Board Charter, roles and responsibilities, indemnity of directors, and election and selection of new directors. There is no indication that this is an annual report, financial results announcement, or any other financial filing. The content aligns with governance information rather than financial or operational results. Therefore, the document fits the category of Governance Information (CGR). The document length (15,000 characters) and detailed content confirm it is a full governance report, not a brief announcement or certification.
2024-08-28 English
Perpetual Board Changes 2 pages 165.2KB
Board/Management Information Classification · 100% confidence The document is an ASX announcement dated 29 August 2024 from Perpetual Limited. It announces changes to the company's Board of Directors, including the retirement of the Chairman and other directors, appointments of new board members, and details about the board's transition. There is no financial data, no mention of a report or financial results, and the content focuses solely on board composition changes. This fits the category of Board/Management Information (MANG), which covers announcements of changes in the company's board or senior management.
2024-08-28 English
ASX Release - Correction Letter 8 pages 315.4KB
Earnings Release Classification · 95% confidence The document is an ASX market announcement dated 29 August 2024 from Perpetual Limited reporting its full year financial results for the fiscal year ended 30 June 2024 (FY24). It includes detailed financial performance data such as underlying profit after tax (UPAT), operating revenue, expenses, business unit overviews, dividend declarations, and guidance for the next period. The document contains comprehensive financial statements and management commentary on business segments, integration updates, and strategic reviews. It is not merely an announcement of a report or a certification but a full financial results release with substantive financial data and analysis. This matches the definition of an Earnings Release (ER), which is the initial announcement of quarterly or periodical financial results with key highlights. The document is about the FY24 full year results, which is typical for an earnings release rather than a full Annual Report (10-K) or Interim Report (IR). Therefore, the appropriate classification is ER with high confidence. FY 2024
2024-08-28 English
Personal Trading in Perpetual Securities Policy 10 pages 653.0KB
Governance Information Classification · 95% confidence The document is a detailed policy statement titled 'Perpetual Limited Revised Securities Trading Policy' concerning trading in company securities by directors, key management personnel, and employees. It includes definitions, objectives, legal framework, and specific rules on trading restrictions, insider trading, and compliance procedures. There is no financial data, earnings information, or report content. It is not an announcement of a report but a governance-related policy document. This fits best under Governance Information (CGR), as it details internal rules and governance practices related to securities trading by insiders.
2024-08-26 English
Non-cash impairment 2 pages 120.7KB
Capital/Financing Update Classification · 95% confidence The document is an ASX announcement dated 26 August 2024 from Perpetual Limited regarding a non-cash impairment charge expected to be recognized in the full year ended 30 June 2024 financial results. It discusses impairment testing, net outflows, and the impact on statutory results for FY24. The document is relatively short (3515 characters) and serves as an announcement of an expected financial event rather than containing detailed financial statements or comprehensive analysis. It does not include full financial data or detailed report content but rather informs the market about the impairment charge and its context. Therefore, it is best classified as a Capital/Financing Update (CAP) because it relates to a significant financial adjustment impacting the company's capital and financial position, but it is not a full financial report or earnings release.
2024-08-25 English
Change in substantial holding for UNI 5 pages 597.6KB
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, including transaction details and associated parties. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure about shareholding changes.
2024-08-25 English

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