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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 2024-06-25 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. This specific filing details shareholdings and dealings by Perpetual Limited in Smith (DS) plc. Since this is a mandatory regulatory disclosure regarding major shareholding interests during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-06-25 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 disclosure is a specific regulatory filing related to M&A activity (takeover bids), but since it is a mandatory disclosure of shareholding positions and dealings rather than a merger announcement itself, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership thresholds and changes.
2024-06-25 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 recent 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 categories like 'Major Shareholding Notification' (which is for crossing thresholds) or 'Director's Dealing' (which is for insiders). Given the specific regulatory nature and the lack of a better fit, it is classified as a Regulatory Filing.
2024-06-24 English
Form 8.3 - Barratt Developments 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 during an M&A transaction (in this case, involving Barratt Developments plc and Redrow plc). This type of filing is specifically used to disclose shareholdings and dealings in the context of a takeover bid. While it relates to M&A activity, it is a specific regulatory disclosure of shareholding positions rather than a general M&A announcement (TAR). Given the specific nature of the disclosure regarding major shareholdings and dealings during a takeover, it falls under the category of Major Shareholding Notification (MRQ).
2024-06-24 English
Form 8.3 - Smith (DS) 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 the shareholding position and dealings of a major investor (Perpetual Limited) in relation to an offeror/offeree (Smith (DS) plc). This type of disclosure is specifically required when a party holds 1% or more of a company involved in a takeover bid. While it relates to M&A activity, it is a specific regulatory disclosure of shareholding, which falls under the 'Major Shareholding Notification' category.
2024-06-24 English
Form 8.3 - Virgin Money UK Plc
Regulatory Filings Classification · 100% 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 activities and is classified under 'Regulatory Filings' (RNS) as it is a mandatory disclosure filed via a Regulatory Information Service.
2024-06-21 English

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