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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 6,625 across all filing types
Latest filing 2026-02-06 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 - Glencore PLC
Regulatory Filings Classification · 98% 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 positions and dealings in Glencore plc securities. While it relates to M&A activity (takeover), the specific document type is a regulatory disclosure of shareholdings and dealings, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership and changes therein during a takeover period.
2026-02-06 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Regulatory Filings Classification · 98% 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. This document details shareholdings and recent dealings by Perpetual Limited in relation to Rio Tinto. While it is distributed via RNS (Regulatory News Service), it is a specific type of major shareholding and dealing disclosure rather than a general regulatory announcement or a report publication announcement. Given the options provided, 'Major Shareholding Notification' (MRQ) is the most accurate classification for a Form 8.3 disclosure regarding significant ownership and changes in holdings.
2026-02-05 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Regulatory Filings Classification · 100% 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 of an offeror or offeree company. It details shareholdings and recent dealings in Rio Tinto PLC and Rio Tinto Limited by Perpetual Limited. This type of disclosure is a specific regulatory requirement for transparency during takeover situations and does not fit into categories like M&A activity (which would be the company's own announcement) or major shareholding notifications (which are typically TR-1 forms). Therefore, it is classified as a Regulatory Filing (RNS).
2026-02-04 English
Form 8.3 - Glencore 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. It details shareholdings and dealings in Glencore plc. This type of filing is a specific regulatory disclosure regarding major shareholding positions and dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2026-02-04 English
Form 8.3 - Rio Tinto PLC and Rio Tinto Limited
Regulatory Filings Classification · 98% 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 is a specific type of major shareholding and dealing disclosure related to M&A activity. Since it does not fit into the other specific categories like 'Major Shareholding Notification' (which usually refers to the company announcing a change in its own major shareholders) or 'Director's Dealing', and it is a formal regulatory filing submitted via RNS, it is best classified as a Regulatory Filing (RNS).
2026-02-03 English
Form 8.3 - Glencore plc
Director's Dealing Classification · 100% confidence The document is a Form 8.3, which is a public opening position disclosure/dealing disclosure by a person with interests in relevant securities representing 1% or more, as per Rule 8.3 of the Takeover Code. It details shareholdings and dealings by Perpetual Limited in securities of Glencore plc and mentions related parties. The content is focused on insider share transactions and disclosures related to significant shareholdings and dealings. There are no financial statements, management commentary, or report publication announcements. This type of document fits the definition of Director's Dealing (DIRS), which covers reports of personal share transactions by company directors and executives (insider trades). The document length and detail support this classification with high confidence.
2026-02-03 English

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