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Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
Filings indexed 6,634 across all filing types
Latest filing 2024-04-21 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
Change in substantial holding for QAN 15 pages 637.9KB
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 Qantas Airways Limited. The form includes transaction details, voting power percentages, and addresses related to the substantial holder. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure about shareholding changes.
2024-04-21 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 during an M&A transaction. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests in securities, rather than a general M&A announcement (TAR).
2024-04-19 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 under the UK Takeover Code. It details the public opening position and dealing disclosures by a person with interests in relevant securities representing 1% or more of a company (Virgin Money UK plc) involved in a takeover/offer scenario. This type of document is a specific regulatory requirement for market transparency during M&A activity and is classified as a Major Shareholding Notification (MRQ) as it reports significant ownership levels and changes therein.
2024-04-19 English
Form 8.3 - International Paper Company
Major Shareholding Notification Classification · 96% 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 International Paper Company. 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 Regulatory Filing (RNS).
2024-04-18 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 under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more of an offeror or offeree (in this case, Virgin Money UK plc). This type of disclosure is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and dealings related to takeover activity.
2024-04-18 English
Change in substantial holding for SGR 10 pages 620.2KB
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, including dates, transaction types, and share quantities. This type of filing is a notification of changes in major shareholding levels, not a financial report, management announcement, or other categories. It fits the definition of Major Shareholding Notification (MRQ). The document length and content confirm it is the actual notice, not just an announcement or certification.
2024-04-17 English

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