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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 2023-08-01 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 - 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 positions related to takeover activity.
2023-08-01 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 required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This specific form is used to disclose positions and dealings in securities during an M&A process. Since it is a regulatory disclosure regarding shareholdings and dealings in the context of a takeover, it falls under the 'Major Shareholding Notification' category, which covers notifications of significant ownership levels and changes therein.
2023-07-27 English
Perpetual Q4 Business Update 8 pages 216.2KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Fourth Quarter 2023 Business Update' and provides detailed financial and operational information for the quarter ended 30 June 2023. It includes asset under management (AUM) figures, net inflows/outflows, business segment performance, expense guidance, and integration updates. It also mentions the upcoming FY23 results announcement and investor briefing. The document is about a quarterly business update with substantive financial data and analysis, not just a brief announcement or a certification. It is not a full annual report (10-K), nor an earnings release (which typically highlights key financial results only). The detailed quarterly financial and business performance data aligns with the definition of an Interim / Quarterly Report (IR). The document length (15,000 characters) and content confirm it is a comprehensive quarterly report rather than a short announcement or presentation. Therefore, the correct classification is Interim / Quarterly Report (IR). Q4 2023
2023-07-26 English
Form 8.3 - Lookers plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It reports the interests and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree company (in this case, Perpetual Limited disclosing positions in Lookers plc). This type of document is a specific regulatory disclosure required during M&A activity, and since it does not fit into the other specific categories like M&A announcements (TAR) or major shareholding notifications (MRQ) in the context of the provided definitions, it is best classified as a Regulatory Filing (RNS).
2023-07-26 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 shareholdings and dealings by a person with interests in relevant securities (Perpetual Limited) in relation to an offeror/offeree (Lookers plc). This type of disclosure is specifically designed to notify the market of significant shareholding changes or dealings during a takeover period, which falls under the 'Major Shareholding Notification' category.
2023-07-25 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 required 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 Lookers plc by Perpetual Limited. While it relates to M&A activity, it is specifically a regulatory disclosure of share ownership and dealings, which falls under the 'Major Shareholding Notification' category as it tracks significant ownership thresholds and changes.
2023-07-24 English

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