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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 2025-06-19 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 - LondonMetric Property 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 of an offeror or offeree company. It details share dealings and positions. Since this is a specific regulatory disclosure form related to takeover activity and does not fit into the other categories like M&A (which is for the deal announcement itself) or DIRS (which is for director-specific trades), it is classified as a Regulatory Filing.
2025-06-19 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 offer period. It details shareholdings and recent dealings in Assura PLC by Quilter PLC. While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' (MRQ) regarding the disclosure of interests and dealings, rather than a general M&A announcement (TAR).
2025-06-19 English
Form 8.3 - Assura PLC
Director's Dealing Classification · 98% 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 insider dealings or significant ownership changes related to a takeover offer. This type of disclosure, which reports personal share transactions by executives or major shareholders in the context of a specific corporate action (like a takeover), aligns most closely with the 'Director's Dealing' category (DIRS), although it is specifically a Takeover Code disclosure. Since DIRS covers 'Report of personal share transactions by company directors and executives (insider trades)', and this is a mandatory disclosure of interests/dealings by a major shareholder (Quilter PLC) in relation to an offer for Assura PLC, DIRS is the most appropriate fit among the provided codes. It is not a general regulatory filing (RNS) because it is highly specific to insider dealing/ownership thresholds during a takeover.
2025-06-18 English
Form 8.3 - LondonMetric Property 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 insider dealings or significant ownership changes related to a takeover offer. This type of disclosure, especially when referencing the Takeover Code and dealing activity, falls under the category of insider trading or director/executive transactions, which aligns most closely with 'Director's Dealing' (DIRS) or potentially a general 'Regulatory Filing' (RNS). Since the definition for DIRS is 'Report of personal share transactions by company directors and executives (insider trades)', and this is a mandatory disclosure of a significant position/dealing during a takeover scenario, DIRS is the most specific fit, although it is broader than just directors. Given the options, DIRS captures the essence of insider transaction reporting better than the general RNS fallback, although RNS is also plausible as it is an RNS-distributed filing. However, Form 8.3 is a specific type of insider disclosure related to M&A activity, which is often grouped with insider dealings. I will classify it as DIRS due to the nature of the disclosure (dealing/position disclosure by an interested party) and the presence of the RNS header, which confirms it is a regulatory announcement.
2025-06-18 English
Form 8.3 - LondonMetric Property PLC
Regulatory Filings 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'. This type of disclosure relates to insider/significant shareholder dealings during a takeover situation, which falls under regulatory reporting concerning share ownership and transactions. While it involves dealings (like DIRS), the specific context of the Takeover Code (Rule 8.3) and the structure strongly suggest it is a mandatory regulatory filing related to an ongoing M&A event (mentioning 'offeror/offeree' and 'Urban Logistics REIT PLC'). Since there is no specific code for Takeover Code Disclosures (Form 8.3), and it is a mandatory regulatory announcement distributed via RNS, the most appropriate classification is the general regulatory filing category, RNS, as it is a specific type of regulatory disclosure not covered by the other codes (like DIRS, which is for routine director dealings, not necessarily takeover-related disclosures). However, given the content is purely about insider/significant shareholder dealing during a potential takeover, 'DIRS' (Director's Dealing) is a close fit, but 'RNS' (Regulatory Filings) is the best fit for specific, non-standard regulatory forms like Form 8.3.
2025-06-17 English
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 relates to insider/significant shareholder activity during a corporate action (takeover), is a specific type of regulatory filing. While it involves director/insider activity (related to DIRS), the context is strictly tied to a takeover bid (Assura PLC and Primary Health Properties PLC mentioned). Since there is no specific code for 'Takeover Disclosure' and it is a mandatory regulatory filing related to securities transactions during an offer, it fits best under the general 'Regulatory Filings' (RNS) category, as it is a specific disclosure mandated by the Takeover Panel, distinct from standard insider trading reports (DIRS) or general corporate news.
2025-06-17 English

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