Skip to main content
KINGSWOOD HOLDINGS LIMITED logo

KINGSWOOD HOLDINGS LIMITED — Investor Relations & Filings

Ticker · KWG ISIN · GG00BKY4K072 LEI · 213800DX97OROHY26686 IL Financial and insurance activities
Open in API
Filings indexed 153 across all filing types
Latest filing 2025-03-18 Regulatory Filings
Country GG Guernsey
Listing IL KWG

About KINGSWOOD HOLDINGS LIMITED

https://www.kingswood-group.com/

Kingswood Holdings Limited is an integrated wealth management firm specializing in financial advice, wealth planning, and investment management. The company offers a comprehensive suite of services designed to help clients protect and grow their wealth. These services include personalized investment strategies, retirement and pension planning, tax advisory, inheritance and estate planning, cash management, and mortgage services. By combining financial planning with investment management, Kingswood provides holistic solutions to support clients' long-term financial objectives.

Recent filings

Filing Released Lang Actions
FORM 8 (OPD) - Kingswood Holdings Limited
Regulatory Filings Classification · 1% confidence The document is explicitly titled 'FORM 8 (OPD) PUBLIC OPENING POSITION DISCLOSURE BY A PARTY TO AN OFFER' and references 'Rules 8.1 and 8.2 of the Takeover Code'. This form is used to disclose interests and short positions related to a takeover offer, which falls under regulatory disclosure requirements concerning insider dealings or major transactions related to corporate control. While it involves director dealings (Section 3), the primary context is a mandatory disclosure related to a takeover bid, which is a specific regulatory event. Since there is no specific code for Takeover Disclosures, and this is a formal regulatory announcement distributed via RNS, it fits best under the general 'Regulatory Filings' (RNS) category, as it is a mandatory filing to the market regarding a specific corporate action (takeover). It is not a Director's Dealing (DIRS) because DIRS typically refers to routine insider trading reports (like Form 4 in the US or DTR 3 in the UK), whereas this is tied specifically to a 'Takeover Code' event.
2025-03-18 English
Additional Debt Facility
Regulatory Filings Classification · 1% confidence The document is identified by the 'RNS Number' header and contains a formal announcement dated March 14, 2025, regarding an 'Additional Debt Facility' (£4.8m) and a related party transaction under AIM Rules. The presence of the RNS distribution tracking image, the RNS Number, and the concluding boilerplate text confirming that 'This information is provided by RNS, the news service of the London Stock Exchange' strongly indicates this is a regulatory news service announcement. Since the content details a specific corporate action (financing/debt) but is presented as a brief announcement rather than a comprehensive report (like 10-K or IR), and it is clearly distributed via RNS, the most appropriate classification is Regulatory Filings (RNS), as it is a general regulatory announcement that doesn't fit the more specific categories like CAP (Capital/Financing Update) which usually implies a larger filing or prospectus, although it touches on financing. Given the explicit RNS identification and the nature of the brief update, RNS is the best fit as a general regulatory disclosure.
2025-03-14 English
Director/PDMR Shareholding
Major Shareholding Notification Classification · 1% confidence The document is an RNS (Regulatory News Service) announcement dated March 14, 2025, detailing a transaction involving shares held by a Person Discharging Managerial Responsibilities (PDMR) or a closely associated person (HSQ Investment Limited). The structure, use of RNS Number, reference to FCA notification, and the specific table format for 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' strongly indicate an insider dealing or director's dealing disclosure. This aligns directly with the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content is about director shareholdings, making DIRS the most precise classification over the general RNS fallback.
2025-03-14 English
Board Change
Board/Management Information Classification · 1% confidence The document is a short announcement (1869 characters) released via RNS (Regulatory News Service) on March 14, 2025. The title is 'Board Change' and the content explicitly states that two non-executive directors have resigned from the Board of Directors with immediate effect. This directly corresponds to the definition of Board/Management Information (MANG). Although it uses the RNS distribution system, the core subject matter is specific enough to warrant the MANG classification over the general RNS fallback.
2025-03-14 English
Director/PDMR Shareholdings
Director's Dealing Classification · 1% confidence The document is identified by the 'RNS Number' header and explicitly mentions 'RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom.' The content details share transactions by persons discharging managerial responsibilities (PDMRs) and closely associated persons, specifically mentioning Non-Executive Directors and a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities'. This directly corresponds to insider trading or director's dealing disclosures, which falls under the 'Director's Dealing' category (DIRS). Although it is an RNS announcement, the specific nature of the content (Director/PDMR Shareholdings) makes DIRS a more precise classification than the general RNS fallback.
2025-03-14 English
Financial Position Update & Possible Offer
M&A Activity Classification · 1% confidence The document explicitly references the 'CITY CODE ON TAKEOVERS AND MERGERS' ('THE CODE'), discusses a 'possible cash offer' by HSQ Investments Limited for Kingswood Holdings Limited, and mentions the commencement of an 'offer period'. This content is directly related to merger proposals or takeover bids. The filing is an official announcement regarding this activity, which aligns perfectly with the definition for M&A Activity (TAR). Although it is distributed via RNS, the core subject matter dictates the classification over the general regulatory filing category.
2025-03-12 English

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.