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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 2023-12-06 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 - 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 of an offeror or offeree company. This specific form details shareholdings and recent dealings in 'Equals Group plc' by 'Perpetual Limited'. Since this is a mandatory disclosure of major shareholding and dealing activity related to a takeover situation, it falls under the category of Major Shareholding Notification (MRQ).
2023-12-06 English
Form 8.3 - Equals Group 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 shareholdings and dealings, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership changes and interests.
2023-12-06 English
Perpetual Announces Strategic Review 1 page 92.6KB
Regulatory Filings Classification · 95% confidence The document is an ASX announcement dated 6 December 2023 from Perpetual Limited. It announces a strategic review of its Corporate Trust and Wealth Management businesses, referencing the company's Annual General Meeting (AGM) held on 19 October 2023. The content focuses on the company's strategic options and business evaluation rather than presenting financial data, detailed reports, or results. The document is relatively short (2478 characters) and serves as a corporate announcement about ongoing strategic considerations. It does not contain financial statements, audit information, or detailed management discussion. Therefore, it is best classified as a Regulatory Filing (RNS), which is the fallback category for general regulatory announcements and corporate updates that do not fit other specific categories.
2023-12-05 English
SOL: Non-binding indicative proposal to acquire Perpetual 3 pages 237.9KB
M&A Activity Classification · 100% confidence The document is an ASX announcement dated 6 December 2023 from Washington H. Soul Pattinson and Company Limited (WHSP) regarding a non-binding indicative proposal to acquire Perpetual Limited. It details the terms of the acquisition proposal, including the structure, valuation, strategic rationale, and conditions for the transaction. The content focuses on a merger/acquisition proposal and related corporate actions rather than financial results, management changes, or regulatory filings. There is no indication that this is a full annual or interim report, earnings release, or other report type. The document is a formal announcement of a merger and acquisition activity, fitting the M&A Activity category.
2023-12-05 English
Ceasing to be a substantial holder for STO 4 pages 541.0KB
Major Shareholding Notification Classification · 95% confidence The document is titled 'Form 605' and is a 'Notice of ceasing to be a substantial holder' under the Corporations Act 2001 Section 671B. It details changes in relevant interests of a substantial holder, including dates, transactions, and voting securities affected. The content is focused on shareholding notifications and changes in substantial ownership rather than financial results, management changes, or other report types. This matches the definition of 'Major Shareholding Notification' (MRQ). The document length is 6554 characters, which is sufficient to contain detailed transaction data, not just an announcement. Therefore, the correct classification is MRQ with high confidence.
2023-12-05 English
Rejection of WHSP Indicative Proposal 2 pages 83.2KB
M&A Activity Classification · 95% confidence The document is an ASX announcement dated 6 December 2023 from Perpetual Limited. It discusses the receipt and rejection of a non-binding indicative proposal from Washington H. Soul Pattinson and Company Limited to acquire Perpetual via a Scheme of Arrangement. The announcement details the reasons for rejection, mentions ongoing strategic review considerations, and states that shareholders do not need to take any action. There is no financial data, no detailed report, no voting results, no management changes, and no earnings information. The document is a formal announcement about a potential merger/acquisition proposal and the company's response to it. This fits the category of M&A Activity (TAR) as it relates to merger proposals and takeover bids.
2023-12-05 English

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