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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 2024-05-14 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 - Barratt Developments 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 public opening position and dealing disclosure by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (Barratt Developments plc). This type of document is specifically used for major shareholding notifications and disclosures related to M&A activity, falling under the 'Major Shareholding Notification' category.
2024-05-14 English
Form 8.3 - Virgin Money UK 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 of an offeror or offeree. This specific form is used to disclose positions and dealings in securities during a takeover period. While it involves shareholdings, it is a regulatory disclosure mandated by the Takeover Panel rather than a voluntary major shareholding notification (MRQ) or a director's dealing (DIRS). Given the specific regulatory nature of Form 8.3 filings in the UK market, it is best classified as a Regulatory Filing (RNS).
2024-05-14 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 shareholding position and dealings of a person (Perpetual Limited) with interests in relevant securities (Virgin Money UK plc) during an M&A offer period. Since this is a specific regulatory disclosure regarding shareholdings and dealings related to a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant share ownership levels and related disclosures.
2024-05-14 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 to disclose their positions and dealings in an offeror or offeree company. This specific document details Perpetual Limited's holdings and dealings in Anglo American Plc. Since it is a mandatory regulatory disclosure regarding shareholdings and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-05-10 English
Form 8.3 - Anglo American Plc - replacement
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 transaction (in this case, involving Anglo American Plc). While it relates to M&A activity, it is specifically a disclosure of shareholding positions and dealings, not an announcement of the M&A deal itself. Since it does not fit into the specific categories of 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Transaction in Own Shares', and is a standard regulatory disclosure filed via RNS, it is best classified as a Regulatory Filing.
2024-05-10 English
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 filing under the UK Takeover Code. It details the shareholding positions and dealings of a person (Perpetual Limited) with interests in relevant securities (BHP Group Ltd) representing 1% or more. This type of document is specifically used to notify the market of significant shareholding changes during takeover or merger activity, which falls under the 'Major Shareholding Notification' category.
2024-05-10 English

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