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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 2023-09-25 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 CGC 10 pages 620.6KB
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 Costa Group Holdings Limited. The form includes dates of changes, transaction types, and consideration amounts. This type of filing is a notification of changes in significant share ownership levels, which matches the definition of Major Shareholding Notification (MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as director dealings or capital changes. Therefore, the correct classification is MRQ.
2023-09-25 English
Application for quotation of securities - PPT 7 pages 30.2KB
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 other listing rule requirements. This is a formal announcement related to the issuance and quotation of new shares, not a financial report or earnings release. It fits the category of Share Issue/Capital Change announcements, as it concerns new securities being issued and quoted on the exchange.
2023-09-24 English
Update - Dividend/Distribution - PPT 5 pages 28.2KB
Notice of Dividend Amount Classification · 100% confidence The document is a detailed notification of a dividend/distribution by Perpetual Limited, including specifics such as dividend amount, record date, payment date, dividend reinvestment plan (DRP) details, and related dates. It updates a previous announcement and focuses entirely on dividend-related information. There is no indication of full financial statements or comprehensive financial performance data, which would be characteristic of an Annual Report or Interim Report. The document is clearly an announcement about dividend amounts and related shareholder payment details, fitting the definition of a Notice of Dividend Amount (DIV).
2023-09-24 English
Form 8.3 - Blancco Technology Group plc
Major Shareholding Notification 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. This specific document details the shareholding and recent dealings of Perpetual Limited in relation to Blancco Technology Group plc. Since it is a mandatory regulatory disclosure regarding major shareholding and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2023-09-22 English
Notice of Interest from SOL 3 pages 331.0KB
Major Shareholding Notification Classification · 100% confidence The document is a detailed notice of interest regarding voting power and relevant interests in shares of Perpetual Limited by Washington H. Soul Pattinson and Company Limited (WHSP). It includes specifics about shareholdings, economic interests through cash settled equity swaps, acquisition dates, consideration paid, and associates. The content focuses on disclosure of significant share ownership and relevant interests, consistent with regulatory requirements for major shareholding notifications. There is no indication of financial results, management commentary, or meeting materials. The document length (6648 characters) and detailed shareholding data confirm it is not a brief announcement or a report publication notice. Therefore, the document fits the category of Major Shareholding Notification (MRQ).
2023-09-18 English
Change in substantial holding for MMS 5 pages 598.8KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604' and references the Corporations Act 2001, specifically Section 671B, which pertains to notices of change of interests of substantial holders. The content details changes in voting power and relevant interests of a substantial shareholder (Perpetual Limited) in McMillan Shakespeare Limited, including transaction dates, number of shares, and voting power percentages. This is a formal notification of changes in significant share ownership levels, consistent with the definition of a Major Shareholding Notification. The document is not an annual report, earnings release, or any other financial report but a regulatory filing specifically about shareholding changes.
2023-09-18 English

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