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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 2024-07-09 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 - Crest Nicholson Holdings Plc
Regulatory Filings 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 during an M&A transaction. It details shareholdings and dealings in Crest Nicholson Holdings Plc. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a general M&A announcement (TAR). Since it does not fit into the other specific categories like DIRS (which is for directors) or MRQ (which is for major shareholding notifications in a general context), and it is a formal regulatory filing, it is best classified as a Regulatory Filing (RNS).
2024-07-09 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. 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), but because it is a mandatory disclosure of shareholding thresholds and dealings, it is classified as a Major Shareholding Notification (MRQ) within the context of takeover-related regulatory filings.
2024-07-09 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 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 dealings in Virgin Money UK plc by Perpetual Limited. This type of disclosure is a specific regulatory requirement for M&A-related activity and does not fit into the other categories like M&A announcements (TAR) or major shareholding notifications (MRQ) as it is a specific 'Form 8.3' disclosure. Therefore, it is classified as a Regulatory Filing (RNS).
2024-07-08 English
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 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 dealings in Crest Nicholson Holdings 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 standardized disclosure form rather than a general M&A announcement, it falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes therein.
2024-07-08 English
Form 8.3 - Bellway Plc
Regulatory Filings Classification · 98% 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 during an M&A offer period. It details shareholdings and dealings in Bellway Plc and Crest Nicholson Holdings Plc. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions and dealings, which falls under the 'Major Shareholding Notification' category (MRQ) as it tracks significant ownership and changes thereof in the context of a takeover.
2024-07-08 English
Form 8.3 - Redrow Plc
Regulatory Filings 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 during an M&A transaction (in this case, involving Redrow plc and Barratt Developments plc). This type of filing is a specific regulatory disclosure regarding shareholdings and dealings during a takeover period. Since it does not fit into the other specific categories like M&A activity (which usually refers to the company's own announcements) or major shareholding notifications (which are often broader), it is best classified as a Regulatory Filing (RNS) as it is a mandatory disclosure submitted via a Regulatory Information Service.
2024-07-08 English

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