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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 2024-07-31 Regulatory Filings
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 - Virgin Money (UK) Plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree (in this case, Virgin Money UK plc). This type of disclosure is a specific regulatory requirement for transparency during M&A activities and does not fit into the other categories like M&A activity (TAR) itself, which usually refers to the announcement of the deal, or major shareholding notifications (MRQ), which are typically for standard equity holdings. Therefore, it is classified as a Regulatory Filing (RNS).
2024-07-31 English
Form 8.3 - Virgin Money (UK) 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. It details shareholdings and recent dealings in Virgin Money UK plc by Perpetual Limited. This type of filing is a specific regulatory disclosure related to M&A activity (takeover bids) and is categorized as a Major Shareholding Notification (MRQ) because it reports significant ownership levels and changes therein during a takeover process.
2024-07-30 English
FY24 Full Year Results Briefing 2 pages 109.9KB
Report Publication Announcement Classification · 95% confidence The document is an announcement from Perpetual Limited regarding the upcoming release of its Full Year 2024 financial results and an invitation to a results briefing scheduled for 29 August 2024. It does not contain the actual financial results or detailed financial data but rather provides information about the date and access details for the briefing. The document length is short (1720 characters), and it explicitly states that the results will be released on a future date. This fits the pattern of a Report Publication Announcement (RPA), which announces the timing and availability of a report rather than the report itself.
2024-07-29 English
Form 8.3 - Bellway 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 details a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of document is specifically used to report major shareholding changes and dealings in the context of an M&A offer (in this case, involving Bellway Plc and Crest Nicholson Holdings Plc). While it relates to shareholdings, it is a specific regulatory disclosure form rather than a general major shareholding notification (MRQ) or a transaction in own shares (POS). Given the specific regulatory nature and the context of the Takeover Code, it falls under the category of Major Shareholding Notification (MRQ) as it reports the position and dealings of a significant shareholder.
2024-07-29 English
Form 8.3 - Virgin Money (UK) Plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in Virgin Money UK plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (Form 8.3) regarding threshold crossings and position disclosures, which falls under the MRQ category in the provided schema.
2024-07-29 English
Form 8.3 - Bellway Plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a major shareholding notification (crossing the 1% threshold) by Perpetual Limited in relation to Bellway Plc. While it involves M&A-related entities, the document itself is a mandatory disclosure of share positions and dealings, which falls under the category of Major Shareholding Notification (MRQ).
2024-07-26 English

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