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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 2024-01-15 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
Change in substantial holding for MMS 7 pages 605.1KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder, including transaction dates, share quantities, and voting power percentages. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory notice about shareholding changes.
2024-01-15 English
Notification of cessation of securities - PPT 4 pages 23.8KB
Regulatory Filings Classification · 95% confidence The document is a notification about the cessation of securities, specifically performance rights, for Perpetual Limited. It details the number of securities that have ceased, the reasons for cessation, and the updated issued capital following these changes. The document is an announcement of changes in the company's issued capital related to securities that have ceased or lapsed. It does not contain financial statements, management discussion, or detailed financial results. It is not a full report but rather a regulatory announcement about securities status changes. This fits best under the category of Regulatory Filings (RNS), which covers general regulatory announcements and compliance documents that do not fit other specific categories.
2024-01-09 English
Change in substantial holding for SRX 5 pages 596.5KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 Notice of change of interests of substantial holder under the Corporations Act 2001. It details changes in voting power and relevant interests of a substantial shareholder, Perpetual Limited, in Sierra Rutile Holdings Ltd. The document includes transaction details, voting power percentages, and annexures listing securities and holders. This type of filing is a notification of changes in major shareholding levels, not a financial report, management announcement, or other report types. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is a full notice, not a brief announcement or certification.
2024-01-09 English
Form 8.3 - [Equals Group 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 opening position and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree company (in this case, Equals Group plc). This type of disclosure is a specific regulatory requirement for M&A-related activity and does not fit into the other categories like M&A activity (TAR) itself, as it is a disclosure of shareholding/dealing rather than a merger announcement. Therefore, it is classified as a Regulatory Filing (RNS).
2023-12-28 English
Application for quotation of securities - PPT 7 pages 29.9KB
Share Issue/Capital Change Classification · 95% confidence The document is an application for quotation of securities issued under an employee incentive scheme by Perpetual Limited. It details the number of securities to be quoted, issue date, and compliance with ASX Listing Rules. There is no financial data, earnings information, or management discussion. The document is an announcement related to capital changes, specifically the issuance and quotation of new shares. This fits the category of Share Issue/Capital Change (SHA). The document length is moderate and contains detailed information about the securities issuance, not just a brief notice or a report publication announcement.
2023-12-26 English
Form 8.3 - Equals Group 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 in an offeror or offeree company. This specific document details Perpetual Limited's shareholding and recent sale of shares in Equals Group plc. Since this is a mandatory regulatory disclosure regarding major shareholding changes and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2023-12-22 English

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