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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 2024-05-08 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 - Virgin Money UK PLC
Regulatory Filings Classification · 98% 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 Virgin Money UK plc by Perpetual Limited. This type of disclosure is a specific regulatory filing related to M&A activity (takeover code compliance) but is distinct from a general M&A announcement (TAR). Given the specific nature of the 'Form 8.3' disclosure regarding major shareholding thresholds and takeover code compliance, it falls under the Major Shareholding Notification category.
2024-05-08 English
Pause in Trading 1 page 118.7KB
Regulatory Filings Classification · 95% confidence The document is a short market release announcing a temporary pause in trading of the company's securities. It does not contain financial data, report content, or detailed information about management, capital, or legal matters. It is a regulatory announcement related to trading status, which fits best under Regulatory Filings (RNS) as a general compliance and market status update.
2024-05-07 English
Perpetual concludes Strategic Review 216 pages 3.1MB
M&A Activity Classification · 95% confidence The document is an ASX announcement dated 8 May 2024 from Perpetual Limited regarding the conclusion of a Strategic Review. It details the creation of a standalone global multi-boutique Asset Management business and the separation of Corporate Trust and Wealth Management businesses via a Scheme of Arrangement with KKR. The announcement includes transaction details, board recommendations, leadership changes, conditions and process for the scheme, and a timetable for shareholder meetings and approvals. It also mentions an investor call and advisers involved. The document is a detailed announcement of a major corporate transaction and strategic restructuring, including a Scheme Implementation Deed and shareholder vote requirements. It is not a full annual or interim report, audit report, earnings release, or proxy solicitation. It is a formal announcement of a significant corporate transaction and strategic update to shareholders and the market. Therefore, the most appropriate classification is M&A Activity (TAR) as it relates to merger proposals and takeover bids via a Scheme of Arrangement.
2024-05-07 English
Investor Presentation - Strategic Review 11 pages 819.1KB
Investor Presentation Classification · 95% confidence The document is a detailed presentation titled 'Perpetual Limited Completion of Strategic Review' dated 8 May 2024. It includes comprehensive information about a strategic review process, transaction terms, business separation, shareholder value, and next steps including shareholder votes and scheme meetings. The content is structured as a presentation with slides, key highlights, transaction overview, timetable, and executive information. It is clearly intended for investors and stakeholders to communicate the strategic review outcome and related transaction details. There are no full financial statements or detailed financial data typical of annual or interim reports. The document is not a regulatory filing, audit report, or earnings release. It is a detailed investor-focused presentation on strategy and transaction updates. Therefore, the most appropriate classification is Investor Presentation (IP). The document length (15,000 characters) and detailed content support this classification with high confidence.
2024-05-07 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 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 BHP Group Ltd by Perpetual Limited. This type of disclosure is a specific regulatory requirement for transparency during takeover situations and falls under the category of Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes therein.
2024-05-07 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). This type of disclosure is specifically required by the Takeover Panel for market transparency during M&A activity. Since it is a regulatory disclosure regarding shareholdings and dealings, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant ownership levels and related disclosures.
2024-05-07 English

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