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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 6,625 across all filing types
Latest filing 2026-02-23 Director's Dealing
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 - NCC Group PLC
Director's Dealing Classification · 100% confidence The document is a Form 8.3 filing, which is a Public Opening Position Disclosure/Dealing Disclosure by a person with interests in relevant securities representing 1% or more, under Rule 8.3 of the Takeover Code. It details shareholdings and recent dealings by Perpetual Limited in securities of NCC Group plc. The content focuses on insider share transactions and disclosures related to significant shareholdings and dealings, not on financial results, management changes, or other report types. This matches the definition of Director's Dealing filings, which report personal share transactions by company directors and executives (insider trades). The document length and content confirm it is not a brief announcement or a report publication notice, but a full disclosure form. Therefore, the correct classification is DIRS.
2026-02-23 English
Form 8.3 - International Personal Finance 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 of an offeror or offeree company. This specific form details shareholdings and dealings in International Personal Finance plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2026-02-20 English
Form 8.3 - NCC Group PLC
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing 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 NCC Group plc by Perpetual 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 thresholds and changes.
2026-02-20 English
Becoming a substantial holder for RWC 6 pages 953.3KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001, Section 671B, which pertains to notices of substantial shareholdings. It details the initial substantial holder status of Perpetual Limited and its related bodies corporate in Reliance Worldwide Corporation Limited, including voting power percentages, relevant interests, and transactions in shares. The document includes annexures listing transactions and registered holders. This type of filing is a notification of a major shareholding change, specifically an initial substantial holder notice. It is not a financial report, management announcement, or other types of filings. Therefore, the correct classification is 'Major Shareholding Notification' (MRQ). The document length and detail support a high confidence in this classification.
2026-02-18 English
Becoming a substantial holder for VGL 6 pages 951.7KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001, Section 671B, which pertains to notices of substantial shareholding. It details the initial substantial holder information for Perpetual Limited and its related bodies corporate, including voting power, relevant interests, registered holders, and consideration paid for shares. The document includes annexures with detailed transaction data and registered holder information. This type of filing is a notification of a major shareholding change, specifically an initial substantial holder notice, which aligns with the category 'Major Shareholding Notification' (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure of shareholding interests.
2026-02-18 English
Form 8.3 - International Personal Finance 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 of an offeror or offeree company. This specific form details shareholdings and recent dealings (purchases/sales) in International Personal Finance plc by Perpetual Limited. As it pertains to significant shareholding notifications and disclosures related to takeover activity, it falls under the category of Major Shareholding Notification.
2026-02-17 English

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