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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 2024-07-22 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 - Crest Nicholson Holdings Plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing in the UK under the Takeover Code. It reports the opening position and dealings in relevant securities by a person with interests representing 1% or more. This type of disclosure is specifically related to M&A activity (takeover bids) and is filed via a Regulatory Information Service (RNS). Since it is a specific regulatory disclosure regarding shareholdings during a takeover, it falls under the Major Shareholding Notification category.
2024-07-22 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 disclosure is a specific regulatory filing related to M&A activity (takeover bids), but since it is a mandatory disclosure of shareholding thresholds and dealings, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership levels during a takeover process.
2024-07-22 English
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 shareholding positions and dealings of a person (Perpetual Limited) with interests in relevant securities representing 1% or more of an offeror or offeree (Virgin Money UK plc). This type of disclosure is specifically required during M&A activity to ensure transparency in share ownership. Since it is a specific regulatory disclosure form related to takeover activity and does not fit into the other categories like M&A announcements (TAR) or major shareholding notifications (MRQ) as perfectly as it fits the regulatory disclosure requirement, it is classified as a Regulatory Filing (RNS).
2024-07-22 English
Change in substantial holding for SHV 5 pages 598.9KB
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, share quantities, and voting power percentages. 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 an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholding changes.
2024-07-18 English
Form 8.3 - Crest Nicholson Holdings 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 a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (Crest Nicholson Holdings Plc). This type of document is specifically used to report major shareholding changes or dealings during an M&A process. Since it does not fit into the specific categories of M&A activity (which usually refers to the company's own strategic announcements) or major shareholding notifications (which are often issuer-side), it is best classified as a Regulatory Filing (RNS) as it is a standard disclosure submitted to a Regulatory Information Service.
2024-07-18 English
Form 8.3 - Virgin Money (UK) 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 '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 or dealings in the context of a takeover offer, which falls under the category of Major Shareholding Notification (MRQ).
2024-07-18 English

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