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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 2023-07-06 M&A Activity
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
M&A Activity Classification · 95% 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 required during M&A activity to ensure transparency regarding significant shareholdings and transactions. While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR), and it is not a major shareholding notification (MRQ) in the traditional sense of crossing a threshold, but rather a Rule 8 disclosure. Given the specific nature of the form and its regulatory purpose, it falls under the category of M&A Activity (TAR) as it pertains to takeover code compliance.
2023-07-06 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. This specific form is used to disclose positions and dealings in securities during an M&A process. While it relates to M&A activity, it is a specific regulatory disclosure of shareholding changes rather than a general M&A announcement (TAR). Given the nature of the document as a mandatory regulatory filing regarding shareholdings and dealings, it fits best under the 'Major Shareholding Notification' (MRQ) category, as it reports significant holdings and changes in those holdings.
2023-07-05 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 in Lookers plc by Perpetual Limited. This type of filing is a specific regulatory disclosure regarding major shareholdings and takeover-related activity, which falls under the 'Major Shareholding Notification' category.
2023-07-04 English
Notification of cessation of securities - PPT 4 pages 23.8KB
Regulatory Filings Classification · 95% confidence The document is a notification about the cessation of securities, specifically performance rights that have either lapsed or vested into shares. It details the number of securities ceased, the reason for cessation, and the updated issued capital following these changes. The document is an announcement related to changes in the company's issued capital and securities status, but it does not contain financial statements, management discussion, or detailed financial results. It is not a full report but a regulatory announcement about securities changes. This fits best under the category of Regulatory Filings (RNS), which covers general regulatory announcements and compliance documents that do not fit other specific categories.
2023-07-03 English
Change in substantial holding for ALG 5 pages 595.9KB
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 in Ardent Leisure Group Limited. The content focuses on shareholding notifications and changes in substantial holdings, including annexures listing transactions and holdings. This matches the definition of Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels crossing thresholds. The document is not a financial report, earnings release, or management information, but a regulatory disclosure about shareholding changes.
2023-07-03 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 company. This specific form details shareholdings and recent dealings by Perpetual Limited in Lookers plc. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding a threshold disclosure during a takeover period, which fits the 'MRQ' category.
2023-06-30 English

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