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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 2024-05-17 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 - BHP Group Ltd
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. It details shareholdings and dealings in BHP Group Ltd by Perpetual Limited. This type of filing is a specific regulatory disclosure regarding major shareholdings and market activity during a takeover period, which falls under the 'Major Shareholding Notification' category.
2024-05-17 English
Form 8.3 - Virgin Money UK 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 interests and dealings in relevant securities of an offeror/offeree (Virgin Money UK plc) by a major shareholder (Perpetual Limited). This type of disclosure is specifically designed to report changes in significant shareholdings during a takeover or merger process. While it involves shareholdings, it is distinct from a standard 'Major Shareholding Notification' (MRQ) because it is specifically tied to the Takeover Code's disclosure requirements for market surveillance during M&A activity. Given the specific regulatory nature and the context of the Takeover Code, it is best classified as a Major Shareholding Notification (MRQ) as it reports the position and dealings of a significant shareholder.
2024-05-17 English
Form 8.3 - Anglo American Plc
Regulatory Filings 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 Anglo American Plc by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a corporate M&A announcement (TAR). As it does not fit into the other specific categories like DIRS (which is for company directors) or MRQ (which is for major shareholding notifications by the company itself), it is classified as a Regulatory Filing (RNS).
2024-05-17 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 filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction. 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 rather than a corporate M&A announcement (TAR). Therefore, it is best classified as a Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes.
2024-05-17 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 requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an M&A transaction (in this case, involving Barratt Developments plc and Redrow plc). While it relates to M&A activity, it is specifically a disclosure of shareholdings and dealings, not a corporate M&A announcement (TAR). As it does not fit into the other specific categories like DIRS (which is for directors) or MRQ (which is for major shareholding notifications by the company itself), it is best classified as a Regulatory Filing (RNS).
2024-05-17 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 filing under the UK Takeover Code. It details the shareholding and dealing activities of a person or entity (Perpetual Limited) with interests in relevant securities of an offeror/offeree (Anglo American Plc). This type of disclosure is specifically required when a party holds 1% or more of a company involved in a takeover bid. Since it is a mandatory regulatory disclosure regarding share ownership thresholds and dealings during a takeover, it falls under the 'Major Shareholding Notification' category.
2024-05-16 English

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