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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 6,625 across all filing types
Latest filing 2026-03-11 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 - 1Spatial PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' filing, which is a standard regulatory disclosure 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 a position disclosure and dealing report by Perpetual Limited regarding 1Spatial plc. Since this is a regulatory disclosure of shareholding/dealing activity related to a takeover situation and does not fit into the other specific categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', it is classified as a Regulatory Filing (RNS).
2026-03-11 English
Form 8.3 - LondonMetric Property 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 shareholdings and dealings by a person with interests in relevant securities representing 1% or more in a company involved in a takeover (LondonMetric Property plc). This type of disclosure is a specific regulatory requirement for major shareholders during M&A activity, and it is distributed via a Regulatory Information Service (RNS). Since it is a specific regulatory disclosure regarding shareholding thresholds and dealings, it falls under the 'Major Shareholding Notification' category.
2026-03-05 English
Form 8.3 - NCC Group 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 the shareholding position and recent dealings of Perpetual Limited in NCC Group plc. Since this is a notification of a change in significant share ownership related to a takeover/offer scenario, it falls under the 'Major Shareholding Notification' category.
2026-03-04 English
Becoming a substantial holder for WGN 6 pages 1.0MB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001, Section 671B, which pertains to notices of initial substantial holders. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in Wagners Holding Company Limited, including voting power, relevant interests, registered holders, and consideration paid for shares. The document includes annexures with transaction details and registered holders. This type of filing is a notification of a major shareholding or change in significant share ownership levels, consistent with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure of shareholding interests.
2026-03-03 English
Form 8.3 - LondonMetric Property 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 person's interests and dealings in the relevant securities of an offeror or offeree (in this case, LondonMetric Property Plc). This type of disclosure is specifically required when a party holds 1% or more of a company involved in a takeover or merger. Since it does not fit into the specific categories of M&A activity (which usually refers to the company's own announcements) or major shareholding notifications (which are typically TR-1 forms), it falls under the 'Regulatory Filings' (RNS) category as a standard market disclosure.
2026-02-27 English
Form 8.3 - International Personal Finance 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 of an offeror or offeree company. It details shareholdings and recent dealings (purchases/sales) by Perpetual Limited in International Personal Finance plc. This type of disclosure is a specific regulatory filing related to M&A activity, but since it is a mandatory disclosure of shareholding thresholds and dealings rather than a merger announcement itself, it falls under the category of Major Shareholding Notification.
2026-02-27 English

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