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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 2024-07-03 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 - Smith (DS) 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. It details shareholdings and recent dealings in Smith (DS) plc by Perpetual Limited. This type of filing is a specific regulatory disclosure regarding major shareholding positions and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2024-07-03 English
Form 8.3 - Virgin Money (UK) Plc
Regulatory Filings Classification · 98% 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 company. This specific document details the shareholdings and recent dealings of Perpetual Limited in Virgin Money UK plc. Since this is a regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Regulatory Filings' category as it does not fit into the specific categories for director dealings (which are for company insiders) or major shareholding notifications (which are typically for significant threshold crossings, though this is a related disclosure type, RNS is the most appropriate catch-all for these specific Takeover Code forms).
2024-07-02 English
Form 8.3 - Smith (DS) Plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code when a person holds 1% or more of a company's securities during an offer period. It details the discloser's (Perpetual Limited) interests and recent dealings in the securities of the offeree (Smith (DS) plc). This type of document is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and dealings related to takeover activity.
2024-07-02 English
Notification of cessation of securities - PPT 4 pages 14.7KB
Regulatory Filings Classification · 95% confidence The document is an Appendix 3H form titled 'Notification of cessation of securities' for Perpetual Limited, dated July 2, 2024. It details the cessation of performance rights securities, including numbers ceased, reasons, and updated issued capital figures. This type of announcement is a regulatory filing to notify the market and ASX of changes in securities status, specifically cessation of securities. It is not a financial report, earnings release, or management report. It is also not a director's dealing or share issue announcement but a cessation notification. Given the nature and format, this fits best under Regulatory Filings (RNS), which covers miscellaneous regulatory announcements that do not fit other categories.
2024-07-01 English
Correction to Appendix 3Y - R Adams 5 pages 499.9KB
Director's Dealing Classification · 100% confidence The document is titled 'Correction to Appendix 3Y issued 06 November 2023 – Rob Adams' and contains detailed information about changes in a director's interest in securities, including the number of shares and performance rights held before and after the change. Appendix 3Y is a known form used in Australian markets to report changes in directors' interests in securities. The document corrects previously reported figures and provides a revised Appendix 3Y. There is no financial performance data, earnings information, or management discussion. The content is focused on insider share transactions by a company director. Therefore, this document fits the category of Director's Dealing (DIRS). The document length (7515 characters) supports it being a full notice rather than a brief announcement or certification.
2024-07-01 English
Form 8.3 - Smith (DS) 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. It details shareholdings and dealings in Smith (DS) plc by Perpetual Limited. This type of disclosure is a specific regulatory filing related to M&A activity and share ownership thresholds, fitting the 'Major Shareholding Notification' category.
2024-07-01 English

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