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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 2023-10-11 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 PBP 5 pages 594.7KB
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 Probiotec Limited. The document includes transaction details, dates, and signatures, indicating it is a regulatory disclosure about shareholding changes. This type of filing corresponds to notifications of major shareholding changes, which fits the category 'Major Shareholding Notification' (MRQ). The document length and content confirm it is the actual notice, not just an announcement or certification.
2023-10-11 English
Ceasing to be a substantial holder for STO 30 pages 875.0KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and references the Corporations Act 2001 Section 671B, which pertains to notices of ceasing to be a substantial holder. It details changes in relevant interests and associations related to voting securities of Santos Limited. The content includes transaction details of share sales and purchases by Perpetual Limited and its related bodies corporate. This type of filing is a notification of changes in significant share ownership levels, specifically a notice of ceasing to be a substantial holder. It is not a financial report, earnings release, or management information, but a regulatory disclosure about shareholding changes. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence in this classification.
2023-10-11 English
Welcome and Summary of Meeting format for AGM 2023 3 pages 70.6KB
AGM Information Classification · 100% confidence The document is an ASX release dated 11 October 2023 from Perpetual Limited. It provides detailed information about the format, participation methods, voting procedures, and question submission for the company's 2023 Annual General Meeting (AGM) scheduled for 19 October 2023. The content focuses on logistical and procedural details for shareholders to attend and participate in the AGM, both physically and virtually. There is no financial data, results, or report content included. The document is essentially a guide and summary of the AGM meeting format rather than the AGM materials or results themselves. Therefore, it fits the category of AGM Information (AGM-R). The document length (7191 characters) supports that it is a detailed announcement rather than a brief notice or proxy solicitation.
2023-10-10 English
Form 8.3 - Smoove plc
Regulatory Filings Classification · 98% 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. It details share dealings (a sale of 2,000,000 shares) in relation to a takeover bid for 'Smoove plc'. Since this is a specific regulatory disclosure regarding M&A-related shareholdings and not a general announcement or a report publication, it falls under the category of M&A Activity (TAR) as it pertains to takeover-related disclosures.
2023-10-09 English
Ceasing to be a substantial holder for CGC 3 pages 539.0KB
Major Shareholding Notification Classification · 100% 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 and voting securities of a substantial holder, Perpetual Limited, in Costa Group Holdings Limited. The content focuses on shareholding changes and notifications related to substantial holdings, not financial results, management changes, or other report types. This matches the definition of a Major Shareholding Notification, which involves notifications of changes in significant share ownership levels. The document length is 7101 characters, sufficient for detailed disclosure but not a full financial report. Therefore, the correct classification is Major Shareholding Notification (MRQ).
2023-10-08 English
Form 8.3 - Smoove 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 during an M&A transaction. It details shareholdings and dealings in 'Smoove plc' by 'Perpetual Limited'. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings during an offer period, rather than a general M&A announcement (TAR).
2023-10-06 English

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