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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 2024-05-23 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 - Anglo American 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 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 or dealings in the context of an M&A offer (in this case, involving Anglo American plc and BHP Group Limited). While it relates to shareholdings, it is a specific regulatory disclosure form rather than a general major shareholding notification (MRQ) or a transaction in own shares (POS). Given the specific regulatory nature and the context of the Takeover Code, it is best classified as a Regulatory Filing (RNS).
2024-05-23 English
Change in substantial holding for SGR 9 pages 614.4KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in The Star Entertainment Group Limited. The form includes transaction details, dates, and signatures, consistent with a major shareholding notification. It is not a financial report, earnings release, or management report, but a regulatory filing specifically notifying changes in substantial shareholdings.
2024-05-22 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 during an M&A offer period. It details shareholdings and recent dealings by Perpetual Limited in Virgin Money UK plc. Since this is a mandatory regulatory disclosure regarding major shareholding changes in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2024-05-22 English
Form 8.3 - BHP Group Ltd
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 during an M&A transaction. While it relates to M&A activity, it is specifically a disclosure of shareholdings and dealings by a third party (Perpetual Limited) rather than a corporate announcement of a merger or acquisition itself. As it is a regulatory disclosure filed via an RNS (Regulatory News Service) and does not fit into the specific categories of M&A activity (TAR) or Director's Dealing (DIRS), it is classified as a Regulatory Filing.
2024-05-22 English
Form 8.3 - Redrow 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 shareholdings and dealings by a person with interests in relevant securities (Perpetual Limited) in relation to an offeror/offeree (Redrow plc). This type of disclosure is specifically required by the Takeover Panel for market surveillance and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or major shareholding notifications (which are typically TR-1 filings). Therefore, it is classified as a Regulatory Filing (RNS).
2024-05-22 English
Form 8.3 - Anglo American 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 relation to Anglo American 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.
2024-05-22 English

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