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Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
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Filings indexed 2,465 across all filing types
Latest filing 2025-08-06 Regulatory Filings
Country GB United Kingdom
Listing JSE QLT

About Quilter PLC

http://www.quilter.com/

Quilter PLC is a full-service wealth management firm that provides advice-led investment solutions and platform services. The company's principal activities involve offering financial advice, managing investment portfolios, and providing access to a wide range of financial products such as pensions, savings, and investments. It primarily serves affluent and high-net-worth clients in the United Kingdom and select international markets. Quilter's integrated model combines financial planning with its proprietary investment platform to deliver comprehensive wealth management solutions tailored to individual client needs and long-term financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Assura PLC
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details the opening position and dealings in relevant securities by a person with interests representing 1% or more in an offeror or offeree (in this case, Assura PLC). This type of disclosure is a specific regulatory requirement for M&A activity, but since it is a standard regulatory disclosure form rather than a merger announcement or takeover bid document itself, it falls under the 'Regulatory Filings' (RNS) category.
2025-08-06 English
Quilter plc - 2025 Half Year Results Part 2
Interim / Quarterly Report Classification · 100% confidence The document is a comprehensive interim financial report for Quilter PLC for the period ended 30 June 2025. It includes the 'Statement of Directors' responsibilities', an 'Independent review report' by PwC, and detailed financial statements (Condensed consolidated statement of comprehensive income, financial position, and changes in equity). Since it contains substantive financial data and analysis for a period shorter than a full fiscal year, it is classified as an Interim/Quarterly Report. H1 2025
2025-08-06 English
Quilter plc - 2025 Half Year Results Part 1
Earnings Release Classification · 99% confidence The document is an official announcement from Quilter PLC regarding its interim financial results for the period ended 30 June 2025. It contains key financial highlights, management commentary, and performance metrics. While it provides detailed financial information, it is structured as an initial earnings release (RNS announcement) rather than a full, standalone interim report document. According to the 'Menu vs Meal' rule, this is the primary announcement of the results, which fits the definition of an Earnings Release (ER). H1 2025
2025-08-06 English
Form 8.3 - Assura PLC
Regulatory Filings 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 during an M&A transaction. While it relates to M&A activity, it is specifically a disclosure of shareholdings and dealings, not a merger proposal or takeover bid document itself. Therefore, it falls under the category of Regulatory Filings (RNS) as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-08-05 English
Form 8.3 - Assura PLC
Regulatory Filings 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. While it relates to M&A activity, it is specifically a disclosure of shareholdings and dealings, not a merger announcement or takeover bid document itself. As it does not fit into the specific categories for M&A (TAR) or major shareholding notifications (MRQ) in the context of the provided definitions, it is classified under the fallback category for regulatory announcements.
2025-08-04 English
Form 8.3 - Assura 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 during an M&A transaction. While it relates to M&A activity, it is specifically a disclosure of shareholding positions and dealings, not an announcement of a merger or acquisition proposal itself. Therefore, it falls under the category of Major Shareholding Notification (MRQ) as it details significant share ownership and changes therein.
2025-08-01 English

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