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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 2024-04-01 Notice of Dividend Amou…
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
Update - Dividend/Distribution - PPT 5 pages 18.9KB
Notice of Dividend Amount Classification · 100% confidence The document is titled 'Appendix 3A.1 - Notification of dividend / distribution' and contains detailed information about a dividend payment, including dividend amount, record date, payment date, franking details, and Dividend Reinvestment Plan (DRP) specifics. It is an announcement about the dividend amount and related details rather than a full financial report or earnings release. The content matches the description of a Notice of Dividend Amount filing, which announces dividend amounts, payment dates, and shareholder details. The document length is over 6000 characters, indicating it is a full announcement rather than a brief note or a report publication announcement. Therefore, the appropriate classification is Notice of Dividend Amount (DIV).
2024-04-01 English
Form 8.3 -Virgin Money UK PLC
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 of an offeror or offeree. It details positions and dealings in the securities of Virgin Money UK plc. Since this is a specific regulatory disclosure regarding shareholdings and dealings related to a takeover/offer, and it does not fit into the other specific categories like 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', it is best classified as a Regulatory Filing (RNS).
2024-03-28 English
Form 8.3 - Virgin Money UK plc
Regulatory Filings 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 Virgin Money UK plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding share ownership and dealings during a takeover period, it falls under the category of Regulatory Filings (RNS).
2024-03-28 English
Form 8.3 - Virgin Money UK PLC
Regulatory Filings 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. This type of disclosure is a specific regulatory requirement for M&A-related activity and is classified under the 'RNS' (Regulatory Filings) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2024-03-28 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 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. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests during a takeover period, rather than a general M&A announcement (TAR).
2024-03-28 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 in the UK under the Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree (in this case, Virgin Money UK plc). This type of document is specifically used for major shareholding notifications related to takeover activity, which falls under the 'Major Shareholding Notification' category.
2024-03-28 English

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