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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 2025-07-23 Major Shareholding Noti…
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
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code'. This form is used to disclose interests and dealings in securities related to a takeover offer (in this case, involving Assura PLC and Primary Health Properties PLC). This type of disclosure, which reports insider/significant shareholder transactions during a takeover period, is a specific type of regulatory filing related to insider dealing or major shareholdings during M&A activity. While it involves share transactions (like POS or DIRS), the context of the Takeover Code (Rule 8.3) makes it a specialized disclosure. Since there is no specific code for 'Takeover Disclosure', and it is a mandatory regulatory filing concerning share interests during a corporate action, it fits best under the general 'Regulatory Filings' (RNS) category, as it is a standard disclosure mandated by the Takeover Panel, or potentially DIRS if interpreted broadly as director/insider dealing, but RNS is the most accurate catch-all for mandatory, non-standard SEC/FCA reports like this one. Upon reviewing the provided codes, 'DIRS' (Director's Dealing) is for personal share transactions by directors. While this involves a major shareholder (Quilter PLC), the context is a takeover bid disclosure (Form 8.3). 'MRQ' is for major shareholding notifications, but Form 8.3 is specifically tied to the Takeover Code. Given the nature of mandatory disclosure under the Takeover Code, 'RNS' (General regulatory announcements/fallback) is the most appropriate classification when a more specific code like 'TAR' (M&A Activity) doesn't cover the specific disclosure form type itself, or 'DIRS' which is usually for standard insider trading reports (Form 3, 4, 5 in the US context). Since this is a mandatory disclosure related to a takeover, and it is being disseminated via RNS, I will classify it as RNS, as it is a specific regulatory announcement not covered by the other detailed categories.
2025-07-23 English
Form 8.3 - Assura PLC
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code (the "Code")'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (mentioning 'Assura PLC' and 'Primary Health Properties PLC'). This type of disclosure, mandated by the UK Takeover Panel, relates to insider dealings or significant position changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of the Takeover Code Form 8.3 dealing disclosure during a bid is best categorized under general regulatory filings concerning transactions, which aligns most closely with the 'Director's Dealing' (DIRS) definition if interpreted broadly for insider transactions, or more generally as a specific regulatory filing. Given the options, 'Director's Dealing' (DIRS) covers personal share transactions by executives, and this form details Quilter PLC's (a major entity) position and dealings related to an offer. However, since this is a mandatory disclosure under the Takeover Code, and not just a routine director trade report, it is a highly specific regulatory filing. Since there is no specific 'Takeover Disclosure' code, and it details dealings by a party involved in an offer, DIRS is the closest fit for reporting security transactions by an interested party, although RNS (Regulatory Filings) is also a strong candidate as a fallback. Given the detailed nature of the transaction reporting required by the Takeover Code, DIRS is slightly more specific than the general RNS fallback, as it concerns the dealing of securities by an interested party in an M&A context. I will classify it as DIRS due to the focus on security interests and dealings, which is the core function of Form 8.3.
2025-07-22 English
Form 8.3 - Assura PLC
M&A Activity Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' related to an offer involving Assura PLC and Primary Health Properties PLC. This type of disclosure, mandated by the UK Takeover Code, relates to insider dealings or significant position changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of a takeover bid and the Form 8.3 designation points towards a specialized regulatory filing concerning M&A activity or significant shareholding changes during a bid. Given the options, 'Director's Dealing' (DIRS) is too general, and 'Major Shareholding Notification' (MRQ) is usually for general threshold breaches, not specifically takeover-related disclosures like Form 8.3. Since this is a mandatory disclosure related to a takeover/merger context, it fits best under the scope of M&A Activity (TAR) or as a specific Regulatory Filing (RNS). However, Form 8.3 is a highly specific disclosure required under the Takeover Code, which governs M&A. Since TAR is defined as 'Merger proposals or takeover bids,' and this document is a direct consequence of such an event, TAR is the most precise fit among the specialized codes. If TAR were not available, RNS would be the fallback. Given the content is a direct disclosure related to a takeover situation, TAR is selected.
2025-07-21 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard 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 company (in this case, Assura PLC). This type of disclosure is a specific regulatory requirement for M&A activity and market surveillance, falling under the category of Regulatory Filings (RNS) as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-07-18 English
Form 8.3 - Assura PLC
Director's Dealing Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (mentioning 'offeror/offeree' and 'Assura PLC'). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. Among the provided codes, 'Director's Dealing' (DIRS) is the closest fit for reporting personal share transactions by executives/insiders, although this specific form (Form 8.3) is highly specialized for takeover code compliance. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it deals with transactions by a party involved in an offer, it is most closely related to insider transactions, which aligns best with DIRS (Director's Dealing). However, given the context is strictly about takeover code compliance and not just routine director dealing, and considering the options, DIRS is the most appropriate category for insider/related party transaction reporting, even if the context is M&A related. If 'TAR' (M&A Activity) were broader, it might fit, but TAR is defined as merger *proposals* or *takeover bids*. This document is a *disclosure* during an ongoing situation involving a potential offer. Given the focus on share dealings by a significant party (Quilter PLC), DIRS is the most specific fit for the *action* described (dealing disclosure).
2025-07-17 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard 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 company (in this case, Assura PLC). This type of disclosure is a specific regulatory requirement for M&A-related activities and does not fit into the other categories like M&A activity (TAR) itself, as it is a disclosure of shareholding/dealing rather than a merger proposal or takeover bid announcement. Therefore, it is classified as a Regulatory Filing (RNS).
2025-07-16 English

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