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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 2024-04-26 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 · 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. It details shareholdings and dealings in Barratt Developments plc and Redrow plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the disclosure of interests and dealings, which fits the 'MRQ' category for notifications of changes in significant share ownership levels or positions.
2024-04-26 English
Form 8.3 - Hipgnosis Songs Fund Limited
Major Shareholding Notification Classification · 96% 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, Hipgnosis Songs Fund Limited). This type of disclosure is specifically required when a party holds 1% or more of a company involved in a takeover or merger scenario. While it relates to M&A activity, it is a specific regulatory disclosure form rather than a general M&A announcement, and it fits the definition of a Major Shareholding Notification (MRQ) as it reports changes in significant share ownership levels and positions during a takeover process.
2024-04-26 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 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 Virgin Money UK plc by Perpetual Limited. Since this is a specific regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2024-04-25 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 interests and short positions of a person (Perpetual Limited) in the relevant securities of an offeror/offeree (BHP Group Ltd). This type of disclosure is specifically designed to report major shareholding changes or positions in the context of M&A activity, fitting the 'Major Shareholding Notification' category.
2024-04-25 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 the public opening position and dealing disclosures by a person with interests in relevant securities (Perpetual Limited) regarding an offeror/offeree (Smith (DS) plc). This type of document is specifically used to report significant shareholding changes and dealings during takeover periods, which falls under the 'Major Shareholding Notification' category.
2024-04-25 English
Form 8.3 - Hipgnosis Songs Fund Limited
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 of an offeror or offeree. It details shareholdings and recent dealings in the context of an M&A transaction (Hipgnosis Songs Fund Limited). While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions and dealings, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership changes and positions during a takeover process.
2024-04-25 English

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