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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 2023-11-09 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 filing under the UK Takeover Code. It reports a major shareholding position and recent dealings by Perpetual Limited in the securities of Equals Group plc. This type of disclosure is specifically designed to notify the market of significant ownership changes and trading activity during a takeover period. It fits the definition of a Major Shareholding Notification (MRQ).
2023-11-09 English
Notification regarding unquoted securities - PPT 7 pages 29.7KB
Share Issue/Capital Change Classification · 100% confidence The document is a notification regarding the issue of unquoted equity securities under an employee incentive scheme, specifically performance rights issued to a key management personnel (CEO). It details the number of securities issued, the terms of the employee incentive scheme, and references ASX listing rules and shareholder approval. This type of document is a formal announcement of securities issuance rather than a financial report or management discussion. It fits the category of Share Issue/Capital Change (SHA), which covers announcements about new share issues or capital changes. The document length and content confirm it is not a brief announcement or a report publication notice but a substantive notification of share issuance.
2023-11-08 English
Appendix 3Y - R Adams 4 pages 1.2MB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act, which relate to disclosures of changes in directors' interests in securities. The content details the director's securities holdings before and after the change, the nature of the change (grant of share rights and performance rights), and confirms no securities were disposed. It also mentions the grant was approved at the Annual General Meeting. The document is a formal notification of a director's personal share transactions and interests, consistent with insider trading disclosures. This matches the definition of Director's Dealing (DIRS). The document length (6360 characters) and detailed content support this classification with high confidence.
2023-11-08 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 filing under the UK Takeover Code. It details a person's interests and dealings in the relevant securities of an offeror or offeree. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2023-11-08 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 filing under the UK Takeover Code. It reports a change in shareholding (crossing the 1% threshold) by Perpetual Limited in relation to Equals Group plc. This type of document is specifically categorized as a 'Major Shareholding Notification' (MRQ) as it tracks significant ownership changes.
2023-11-02 English
Executive Committee Update 2 pages 77.7KB
Board/Management Information Classification · 95% confidence The document is an ASX announcement dated 2 November 2023 from Perpetual Limited. It announces a change in the executive committee, specifically the appointment of a new Chief Operating Officer and the departure of the Chief Integration Officer. The content focuses on management changes and does not contain financial statements, earnings data, or detailed report information. The document length is 3964 characters, which is relatively short and typical for a management change announcement. Therefore, this fits the category of Board/Management Information (MANG).
2023-11-01 English

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