{
 "as_of": "2026-11-06",
 "cmr": "au-cm-kg/ASX/PPT",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# PERPETUAL LIMITED (ASX: PPT) — research page\n\nAs of 2026-11-06 · au-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is PERPETUAL LIMITED, listed on the ASX under ticker PPT. Its ISIN is AU000000PPT9 and its LEI is 549300US8OE0UQWXPO82. Its security type is Corporate, its segment is not on the record, its sector is Financials, and its jurisdiction is Australia (ASIC-registered public company). Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 182 filings in the twelve months to 2026-11-06, across 106 filing days. The median gap between filing days is 2 days. The latest filing is dated 2026-11-05, 1 day before the record date, and is of type asx_announcement. The record holds 3 agm_record_date, 25 asx_announcement, 11 corporate_action, 11 director_interest, 8 financial_statement, 1 halt_resume, 4 newswire_release, 4 quarterly and 115 substantial_holder filings. On the ASX the median filings count is 58 across 1829 issuers, the median cadence gap is 6 days and the median latency is 4.0 days. In Financials the median filings count is 49.0 across 130 issuers, the median cadence gap is 6 days and the median latency is 7 days.\n\n## Auditor\n\nThe auditor is not on the record. The record carries the annual report link only, which is a source link and not a read. The auditor location and auditor changes are not on the record.\n\n## Events and halts\n\nThe listing, delisting, name change, domicile change and segment move lines are not on the record, because the register has no lifecycle type map yet. The halt flag is listed, not halted.\n\n## Orderability\n\nThe outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/au/ddo-design-and-distribution-obligations/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nNo research houses were found on the issuer's investor-relations page. The count is 0.\n\n## Open research\n\nNo openly published research notes were found. The count is 0.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed. No issuer years are sealed, the market's earliest sealed date is not on the record, and the live record began is not on the record.\n\n## Sources\n\n8 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.asx.com.au/markets/trade-our-cash-market/directory (identity.exchange)\n- https://www.asx.com.au/markets/company/PPT (identity.isin)\n- https://data.gov.au/data/dataset/asic-companies (identity.jurisdiction)\n- https://api.gleif.org/api/v1/lei-records/549300US8OE0UQWXPO82 (identity.lei)\n- https://mcp.au-cm-kg.ai/events/ASX/PPT (the disclosure lines)\n- https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/ (the halt flag)\n- https://mcp.au-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.au-cm-kg.ai/record/ASX/PPT (the record)\n",
 "market": "AU",
 "node": "au-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": null,
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "the AU vintage is not sealed; the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false
  },
  "auditor": {
   "auditor": {
    "market": "AU",
    "reason": "Width 0 records the annual report link only (ORDER-010: source link, not a read)",
    "state": "not_on_record"
   },
   "auditor_firm_id": {
    "market": "AU",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "AU",
    "state": "not_on_record"
   },
   "changes": {
    "market": "AU",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "au-cm-kg/ASX/PPT",
  "coverage": {
   "count": 0,
   "houses": [],
   "pages_checked": [],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": null,
   "state": "none_found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 1829,
     "median_cadence_gap_days": 6,
     "median_filings": 58,
     "median_latency_days": 4,
     "name": "ASX"
    },
    "sector": {
     "issuers": 130,
     "median_cadence_gap_days": 6,
     "median_filings": 49,
     "median_latency_days": 7,
     "name": "Financials"
    }
   },
   "by_type": {
    "agm_record_date": 3,
    "asx_announcement": 25,
    "corporate_action": 11,
    "director_interest": 11,
    "financial_statement": 8,
    "halt_resume": 1,
    "newswire_release": 4,
    "quarterly": 4,
    "substantial_holder": 115
   },
   "cadence_median_gap_days": 2,
   "filing_days": 106,
   "filings": 182,
   "latency_days": 1,
   "latest": [
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03162601",
     "title": "Notification regarding unquoted securities - PPT",
     "type": "asx_announcement"
    },
    {
     "category": null,
     "date": "2026-11-02",
     "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03161235",
     "title": "Change in substantial holding for CLV",
     "type": "substantial_holder"
    },
    {
     "category": null,
     "date": "2026-10-30",
     "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03160186",
     "title": "Appendix 3Z C Jones",
     "type": "director_interest"
    },
    {
     "category": null,
     "date": "2026-10-29",
     "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03159307",
     "title": "2026 Annual General Meeting Results",
     "type": "agm_record_date"
    },
    {
     "category": null,
     "date": "2026-10-29",
     "source": "https://www.asx.com.au/asx/v2/statistics/displayAnnouncement.do?display=pdf&idsId=03158902",
     "title": "2026 AGM Addresses and Presentation",
     "type": "agm_record_date"
    }
   ],
   "latest_filing_date": "2026-11-05",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.au-cm-kg.ai/events/ASX/PPT",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "ASX listed-companies directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)",
    "state": "sourced",
    "value": "ASX"
   },
   "isin": {
    "read_by": "ASX company record (exchange site, asx.com.au company page data)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.asx.com.au/markets/company/PPT",
    "state": "sourced",
    "value": "AU000000PPT9"
   },
   "jurisdiction": {
    "read_by": "ASIC company register bulk dataset (data.gov.au, weekly) (company type)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://data.gov.au/data/dataset/asic-companies (COMPANY_202609.csv)",
    "state": "sourced",
    "value": "Australia (ASIC-registered public company)"
   },
   "lei": {
    "read_by": "GLEIF name-exact",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.gleif.org/api/v1/lei-records/549300US8OE0UQWXPO82",
    "state": "filled",
    "value": "549300US8OE0UQWXPO82"
   },
   "name": {
    "read_by": "ASX listed-companies directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)",
    "state": "sourced",
    "value": "PERPETUAL LIMITED"
   },
   "sector": {
    "read_by": "ASX company record (exchange site, asx.com.au company page data)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.asx.com.au/markets/company/PPT",
    "state": "sourced",
    "value": "Financials"
   },
   "security_type": {
    "read_by": "ASX listed-companies directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "market": "AU",
    "state": "not_on_record"
   },
   "ticker": {
    "read_by": "ASX listed-companies directory (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory (directory file asx.api.markitdigital.com/asx-research/1.0/companies/directory/file)",
    "state": "sourced",
    "value": "PPT"
   },
   "website": {
    "market": "AU",
    "reason": "no source read",
    "state": "not_on_record"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "AU",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "AU",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "AU",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "AU",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "AU",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "AU",
  "node": "au-cm-kg",
  "numbers_hash": "sha256:246266351b4002ce5639702e83e7a09dbce44ffb73f955d4a9e269ff762c6757",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [],
   "determinable": false,
   "read": {
    "chapter": "https://mcp.au-cm-kg.ai/book/aio.json",
    "door": "https://mcp.au-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "reason": "the chapter's orderability section carries no client_categories: the outcome cannot name its client category",
   "rule_version": "acm-68000/au/ddo-design-and-distribution-obligations/r1",
   "section": "au.aio.v8"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.au-cm-kg.ai/record/ASX/PPT",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-08",
   "source": "https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:246266351b4002ce5639702e83e7a09dbce44ffb73f955d4a9e269ff762c6757",
 "path": "/au/ASX/PPT",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is PERPETUAL LIMITED, listed on the ASX under ticker PPT. Its ISIN is AU000000PPT9 and its LEI is 549300US8OE0UQWXPO82. Its security type is Corporate, its segment is not on the record, its sector is Financials, and its jurisdiction is Australia (ASIC-registered public company). Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 182 filings in the twelve months to 2026-11-06, across 106 filing days. The median gap between filing days is 2 days. The latest filing is dated 2026-11-05, 1 day before the record date, and is of type asx_announcement. The record holds 3 agm_record_date, 25 asx_announcement, 11 corporate_action, 11 director_interest, 8 financial_statement, 1 halt_resume, 4 newswire_release, 4 quarterly and 115 substantial_holder filings. On the ASX the median filings count is 58 across 1829 issuers, the median cadence gap is 6 days and the median latency is 4.0 days. In Financials the median filings count is 49.0 across 130 issuers, the median cadence gap is 6 days and the median latency is 7 days.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor is not on the record. The record carries the annual report link only, which is a source link and not a read. The auditor location and auditor changes are not on the record.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "The listing, delisting, name change, domicile change and segment move lines are not on the record, because the register has no lifecycle type map yet. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "The outcome is not determinable. The chapter's orderability section carries no client categories, so the outcome cannot name its client category. The rule version is acm-68000/au/ddo-design-and-distribution-obligations/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "No research houses were found on the issuer's investor-relations page. The count is 0.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found. The count is 0.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed. No issuer years are sealed, the market's earliest sealed date is not on the record, and the live record began is not on the record.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "8 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.asx.com.au/markets/trade-our-cash-market/directory"
  },
  {
   "for": "identity.isin",
   "source": "https://www.asx.com.au/markets/company/PPT"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://data.gov.au/data/dataset/asic-companies"
  },
  {
   "for": "identity.lei",
   "source": "https://api.gleif.org/api/v1/lei-records/549300US8OE0UQWXPO82"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.au-cm-kg.ai/events/ASX/PPT"
  },
  {
   "for": "the halt flag",
   "source": "https://asx.api.markitdigital.com/asx-research/1.0/markets/announcements ; https://www.nsx.com.au/marketdata/delisted-suspended/"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.au-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.au-cm-kg.ai/record/ASX/PPT"
  }
 ],
 "title": "PERPETUAL LIMITED (PPT) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}