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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 2024-05-29 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 - 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 company. This specific filing details the shareholding and recent dealings of Perpetual Limited in relation to Virgin Money UK plc. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-05-29 English
Form 8.3 - BHP Group Limited
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 BHP Group Limited and Anglo American plc. 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.
2024-05-29 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 under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more of a company involved in a takeover (Smith (DS) plc). This type of document is a specific regulatory disclosure regarding major shareholdings and market activity during an M&A process, which falls under the 'Major Shareholding Notification' category.
2024-05-28 English
Form 8.3 - Barratt Developments PLC
Regulatory Filings Classification · 100% 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 an offeror or offeree (in this case, Barratt Developments plc and Redrow plc). This type of document is a specific regulatory requirement for M&A-related disclosures and is categorized under 'Regulatory Filings' (RNS) as it is a mandatory disclosure filed via a Regulatory Information Service.
2024-05-28 English
Form 8.3 - Anglo American plc
M&A Activity Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details share dealings and positions by a person with interests in relevant securities of an offeror or offeree (in this case, Anglo American plc). This type of disclosure is specifically related to M&A activity and takeover bids, falling under the 'M&A Activity' category.
2024-05-28 English
Form 8.3 - BHP Group Limited
Regulatory Filings Classification · 100% confidence The document is a 'FORM 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the interests and dealings in relevant securities of an offeror/offeree (BHP Group Limited) by a person with interests representing 1% or more. This type of disclosure is a specific regulatory requirement for market transparency during takeover situations and does not fit into categories like M&A activity (which would be the company's own announcement) or shareholding notifications (which are typically for major holdings). Therefore, it is classified as a Regulatory Filing (RNS).
2024-05-28 English

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