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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 2024-02-23 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 - 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. It details shareholdings and dealings in Smith (DS) plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the disclosure of interests during a takeover period, which fits the MRQ category.
2024-02-23 English
Form 8.3 - Currys 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. It details shareholdings and recent dealings in Currys plc by Perpetual Limited. This type of filing is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership thresholds and changes in interest during a takeover scenario.
2024-02-23 English
Form 8.3 - Currys PLC
Regulatory Filings Classification · 100% 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 (Perpetual Limited) with interests in an offeror/offeree (Currys plc). This type of disclosure is a specific regulatory requirement for market transparency during takeover situations and does not fit into categories like M&A activity (which usually refers to the company's own announcements) or major shareholding notifications (which are typically TR-1 forms). Therefore, it is classified as a Regulatory Filing (RNS).
2024-02-22 English
Form 8.3 -Smith (DS) 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 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 regulatory disclosure form rather than a corporate M&A announcement (TAR). 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 fallback category for regulatory announcements.
2024-02-21 English
Form 8.3 - Currys 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 filing details the shareholding and recent dealings of Perpetual Limited in Currys plc. Since it involves a major shareholding notification related to a takeover/offer situation, it falls under the category of Major Shareholding Notification.
2024-02-21 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 filing under the UK Takeover Code. It details the shareholding position and recent dealings of Perpetual Limited in relation to Smith (DS) plc, which is currently involved in a takeover/merger scenario. This type of document is specifically used to notify the market of significant shareholding changes during M&A activity, fitting the 'Major Shareholding Notification' category.
2024-02-20 English

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