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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 6,636 across all filing types
Latest filing 2023-08-21 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
Ceasing to be a substantial holder for MMS 3 pages 742.3KB
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. The content details changes in relevant interests and voting securities, including dates and transaction types related to shareholdings. This is a regulatory filing notifying the company and the market about changes in substantial shareholdings, specifically a notice of ceasing to be a substantial holder. It is not a financial report, earnings release, or management discussion. It fits the category of Major Shareholding Notification (MRQ). The document length and detail confirm it is the actual notice, not just an announcement of a report.
2023-08-21 English
Form 8.3 - Lookers 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. It details share dealings and positions in Lookers plc. This type of filing is a specific regulatory disclosure related to M&A activity (takeover bids), and since it is a mandatory disclosure of shareholding changes during an offer period, it falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership changes related to a takeover.
2023-08-21 English
Form 8.3 - Lookers 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 recent dealings (purchases/sales) in Lookers plc by Perpetual Limited. This type of filing is specifically categorized as a Major Shareholding Notification (MRQ) as it tracks significant ownership changes and interests during takeover scenarios.
2023-08-18 English
Form 8.3 - Lookers 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 details the shareholding position and recent dealings of a major shareholder (Perpetual Limited) in a company involved in a takeover (Lookers plc). This type of disclosure is specifically categorized as a 'Major Shareholding Notification' (MRQ) because it reports changes in significant share ownership levels and interests during an M&A process.
2023-08-17 English
Form 8.3 - Lookers 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 dealings in Lookers plc by Perpetual Limited. Since this is a mandatory regulatory disclosure regarding major shareholding changes and dealings during a takeover period, it falls under the 'Major Shareholding Notification' category.
2023-08-16 English
Form 8.3 - Lookers 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 major shareholding notification (crossing the 1% threshold) by Perpetual Limited regarding Lookers plc. While it involves share dealings, it is specifically a regulatory disclosure of interest rather than a simple director's dealing or a company share buyback. Given the specific nature of Rule 8.3 disclosures in the UK market, 'MRQ' (Major Shareholding Notification) is the most accurate classification.
2023-08-15 English

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