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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 2024-06-16 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
Ceasing to be a substantial holder for RDX 6 pages 544.1KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and is a 'Notice of ceasing to be a substantial holder' under the Corporations Act 2001 Section 671B. It details changes in relevant interests and voting securities of a substantial holder, including transaction dates, types, and quantities. This type of filing is a notification about changes in major shareholdings, specifically when a holder ceases to be substantial. It is not a financial report, earnings release, or management report. It is a regulatory disclosure about share ownership levels crossing thresholds. Therefore, the appropriate classification is 'Major Shareholding Notification' (MRQ). The document length and detailed transaction data support a high confidence in this classification.
2024-06-16 English
Form 8.3 - Barratt Developments 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 opening position and dealings in relevant securities by a person with interests representing 1% or more in the context of an M&A offer (specifically involving Barratt Developments plc and Redrow plc). While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Since it does not fit into the specific categories of director dealings or major shareholding notifications (which are distinct from Rule 8.3 disclosures), it is best classified as a Regulatory Filing (RNS).
2024-06-14 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 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 and dealings in the context of an M&A offer (in this case, Virgin Money UK plc). While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the Major Shareholding Notification category.
2024-06-14 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 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 and dealings in the context of an M&A offer (in this case, involving Smith (DS) plc and International Paper Company). While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the 'Major Shareholding Notification' category.
2024-06-13 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 requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This specific form details shareholdings and recent dealings in Virgin Money UK plc by Perpetual Limited. As it relates to share ownership thresholds and takeover-related disclosures, it falls under the category of Major Shareholding Notification.
2024-06-13 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 company. It details shareholdings and dealings in Smith (DS) plc. Since this is a mandatory regulatory disclosure regarding major shareholding interests in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2024-06-12 English

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