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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 2024-06-06 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 - Smith (DS) Plc
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the shareholding positions and dealings of a person (Perpetual Limited) with interests in relevant securities of an offeror/offeree (Smith (DS) plc). This type of disclosure is specifically required during M&A activity to ensure transparency regarding significant shareholdings and dealings. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement, and it fits the 'Major Shareholding Notification' category as it reports on holdings and dealings crossing specific thresholds in the context of a takeover.
2024-06-06 English
Form 8.3 - Gresham Technologies 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 offer period. It details shareholdings and dealings in Gresham Technologies plc by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions and dealings, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership thresholds and changes.
2024-06-06 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 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 form is used for public opening position disclosures or dealing disclosures during M&A activity. Since it is a regulatory disclosure regarding shareholdings and dealings in the context of a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership levels and related disclosures.
2024-06-05 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 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. Since this is a specific regulatory disclosure regarding major shareholding interests in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2024-06-05 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 person's interests and dealings in the relevant securities of an offeror or offeree (in this case, Virgin Money UK plc) when they hold 1% or more. This type of disclosure is specifically used to notify the market of significant shareholding changes or dealings during an M&A process. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Therefore, it is best classified as a Major Shareholding Notification (MRQ).
2024-06-04 English
Form 8.3 - Barratt Developments 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 during an M&A transaction. It details shareholdings and recent dealings in Barratt Developments plc. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a corporate announcement of an M&A deal itself. Therefore, it falls under the category of Major Shareholding Notification.
2024-06-03 English

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