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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 2024-04-11 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 - Virgin Money UK PLC
Major Shareholding Notification Classification · 97% 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 dealings in relevant securities by a person with interests representing 1% or more in a company involved in an offer (Virgin Money UK plc). This type of disclosure is a specific regulatory requirement for M&A-related activity and does not fit into the other categories like 'Major Shareholding Notification' (which is typically TR-1) or 'Transaction in Own Shares'. Given the specific nature of Rule 8.3 disclosures in the context of M&A, it is best classified as a Regulatory Filing (RNS).
2024-04-11 English
Form 8.3 - Virgin Money UK PLC
Major Shareholding Notification Classification · 97% 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. This type of disclosure is a specific regulatory requirement related to M&A activity, but since it is a standardized disclosure form rather than a merger announcement or takeover bid document itself, it falls under the category of Regulatory Filings (RNS).
2024-04-11 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 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 details positions and dealings in the securities of Virgin Money UK plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding shareholdings and dealings in the context of a takeover, it falls under the category of Major Shareholding Notification (MRQ).
2024-04-11 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 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 details shareholdings and dealings in Virgin Money UK plc by Perpetual Limited. While it involves share dealings, it is a mandatory regulatory disclosure regarding major shareholding positions and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2024-04-11 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 to disclose their positions and dealings in an offeror or offeree company. Since this document specifically details shareholdings and transactions related to a takeover situation (Virgin Money UK plc) and does not fit into the other specific categories like M&A activity (which usually refers to the company's own strategic announcements) or major shareholding notifications (which are typically for 3%+ thresholds), it is classified as a Regulatory Filing (RNS).
2024-04-11 English
Form 8.3 - Virgin Money UK PLC
Major Shareholding Notification Classification · 97% 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 of an offeror/offeree (Virgin Money UK plc). This type of disclosure is specifically required during M&A activity to ensure transparency regarding significant shareholdings and dealings. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR), and it does not fit into other categories like DIRS or MRQ as perfectly as it fits the regulatory filing requirement for takeover disclosures.
2024-04-11 English

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