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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 6,635 across all filing types
Latest filing 2024-03-15 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 - Curry's 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 of an offeror or offeree company. This specific form details share purchases by Perpetual Limited in Currys plc. While it relates to M&A activity, it is a specific regulatory disclosure form (Form 8.3) rather than a general M&A announcement (TAR). Since it does not fit into the specific categories of DIRS (Director's Dealing) or MRQ (Major Shareholding Notification) as defined in the prompt, and is a formal regulatory filing submitted to an RNS, it is best classified as a Regulatory Filing.
2024-03-15 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 filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in a company involved in a takeover (Smith (DS) plc). While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings rather than a merger announcement itself. Given the specific nature of these disclosures and the lack of a more precise category for 'Form 8.3' in the provided list, it falls under the 'Regulatory Filings' (RNS) category.
2024-03-15 English
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 updating previous dividend information and provides all relevant details for shareholders regarding the dividend distribution. There is no indication that this is a full financial report or an earnings release; rather, it is a formal notification about dividend amounts and payment details. This matches the definition of a 'Notice of Dividend Amount' filing.
2024-03-14 English
Form 8.3 - Smith (DS) 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 to disclose their positions and dealings during an offer period. This specific filing is a 'Major Shareholding Notification' as it details the holdings and transactions of Perpetual Limited in Smith (DS) plc, fitting the definition of a notification of changes in significant share ownership levels.
2024-03-14 English
Becoming a substantial holder for RDX 6 pages 947.4KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of initial substantial holder filed under the Corporations Act 2001 Section 671B. It details the substantial shareholding of Perpetual Limited and its related bodies corporate in Redox Limited, including voting power, relevant interests, and transactions in the shares. This type of filing is a notification of a major shareholding change, specifically the crossing of a substantial holding threshold. It is not a financial report, earnings release, or management information. It is a regulatory filing related to major shareholding notification. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and content confirm it is the actual notification, not just an announcement or certification.
2024-03-13 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 filing required 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 by Perpetual Limited. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings during an offer period, rather than a general M&A announcement (TAR).
2024-03-13 English

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