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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 2024-03-26 Regulatory Filings
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 - Smith (DS) PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of document is specifically used to notify the market of significant shareholding changes or dealings during a takeover or merger process. While it relates to shareholdings, it is a formal regulatory disclosure rather than a simple 'Major Shareholding Notification' (MRQ) or 'Transaction in Own Shares' (POS), and it is filed via an RNS (Regulatory News Service). Given the specific regulatory nature of Form 8.3 filings in the UK, 'RNS' is the most appropriate classification.
2024-03-26 English
Form 8.3 - Smith (DS) 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 company. This specific form is used to disclose positions and dealings in the context of M&A activity. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the disclosure regarding major shareholding thresholds and takeover-related dealings, it falls under the category of Major Shareholding Notification (MRQ).
2024-03-26 English
Form 8.3 - Smith (DS) PLC - Amendment
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. It details share dealings and positions in Smith (DS) plc. This type of filing is a specific regulatory disclosure regarding major shareholdings and market activity during a takeover period, which falls under the 'Major Shareholding Notification' category.
2024-03-26 English
Form 8.3 - Smith (DS) plc - Amendment
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 Smith (DS) plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings by a significant shareholder, rather than a corporate M&A announcement (TAR) or a general regulatory filing (RNS).
2024-03-26 English
Notification regarding unquoted securities - PPT 6 pages 18.9KB
Share Issue/Capital Change Classification · 95% confidence The document is titled 'Appendix 3G - Notification of issue, conversion or payment up of unquoted equity securities' and details the issuance of unquoted securities (performance rights) under an employee incentive scheme by Perpetual Limited. It includes specifics such as the number of securities issued, issue date, and references to the company's annual report for scheme details. The content is a formal notification of a securities issue rather than a full financial report or earnings release. This matches the definition of a Share Issue/Capital Change announcement, which covers new share issues or capital changes. The document length (6147 characters) and detailed issuance data confirm it is not a brief announcement or a report publication notice but a substantive capital change notification.
2024-03-26 English
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 filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests in a company involved in a takeover (Barratt Developments plc). This type of disclosure is a specific regulatory requirement for major shareholders or parties involved in M&A activity to report their positions, and it is filed via a Regulatory Information Service (RNS).
2024-03-25 English

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