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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 2,467 across all filing types
Latest filing 2025-07-07 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 · 95% 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 during a takeover offer. This type of disclosure, which reports insider/significant shareholder transactions related to a specific corporate event (takeover), does not fit neatly into the standard financial reporting categories (10-K, IR, ER). It is a specific regulatory filing related to corporate actions/insider activity. Since it is a specific regulatory disclosure that doesn't match the defined categories like DIRS (Director's Dealing, which is usually Form 3/4/5 related) or MRQ (Major Shareholding Notification, which is usually a threshold crossing), the most appropriate fallback category for a specific, non-standard regulatory filing is 'Regulatory Filings' (RNS). The document is also distributed via RNS, confirming its nature as a regulatory announcement.
2025-07-07 English
Form 8.3 - Assura PLC
Director's Dealing Classification · 95% 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 the securities of an offeror or offeree during a takeover situation. This specific type of disclosure, related to insider/major shareholder activity during a takeover, is best categorized under Director's Dealing (DIRS) or, more broadly, as a specific regulatory filing related to transactions. Since 'DIRS' covers personal share transactions by directors/executives, and this disclosure relates to a significant shareholder's position (3.22%) during a takeover bid involving Assura PLC and Primary Health Properties PLC, it strongly aligns with insider/major shareholder transaction reporting. However, given the specific context of takeover code filings (Rule 8.3), which are distinct from standard insider trading reports (like Form 4 in the US), and the lack of a specific 'Takeover Disclosure' code, we must choose the closest fit. Director's Dealing (DIRS) is the closest category for reporting significant security interests/transactions by insiders/major holders. If this were a general regulatory announcement not related to a takeover, RNS would be appropriate, but the specific nature points to DIRS.
2025-07-04 English
Form 8.3 - Primary Health Properties PLC
Regulatory Filings Classification · 98% 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 regulatory disclosure of shareholdings and dealings, not a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory regulatory disclosure filed via a Regulatory Information Service.
2025-07-03 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. It details shareholdings and dealings in Assura PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions and dealings, which falls under the 'Regulatory Filings' (RNS) category as it is a standard RNS-distributed regulatory announcement.
2025-07-03 English
Form 8.3 - Assura PLC
Director's Dealing Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and concerns 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This form relates to insider dealings or significant ownership changes during a takeover or merger situation. This specific type of disclosure, which reports director/insider transactions related to a takeover, aligns most closely with the 'Director's Dealing' category (DIRS), although it is specifically mandated by the Takeover Code. Since DIRS covers personal share transactions by directors/executives, and this is a mandatory disclosure of interests/dealings by a party involved in a potential offer (Assura PLC/Primary Health Properties PLC), DIRS is the most appropriate fit among the provided codes, as it deals with insider transactions. It is not a general regulatory filing (RNS) because it is highly specific to insider dealing rules during a bid.
2025-07-02 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and concerns 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This type of filing relates to insider dealings or significant ownership changes during a takeover or merger situation. This aligns most closely with the category for Director's Dealing (DIRS) or potentially a general Regulatory Filing (RNS). Since it specifically details dealings and positions related to an offer (Assura PLC), it is a specific type of insider/major shareholder disclosure. While DIRS covers general director trades, this form (Form 8.3) is highly specific to takeover activity. Given the options, 'Director's Dealing' (DIRS) is the closest fit for reporting personal/related party transactions in securities, although 'RNS' is a strong fallback. However, Form 8.3 is a mandatory disclosure under the Takeover Code, which is a regulatory requirement. Since there is no specific code for 'Takeover Disclosure', and it involves reporting dealings/interests, DIRS is plausible, but RNS is the most accurate general regulatory filing category for non-standard, mandatory disclosures like this one, especially since it is distributed via RNS. Given the specific nature of reporting interests in securities during an offer, and the lack of a dedicated 'Takeover Disclosure' code, I will classify it as a general Regulatory Filing (RNS) as it is a mandatory disclosure distributed via the RNS system that doesn't fit the other specific financial report types.
2025-07-01 English

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