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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 2,471 across all filing types
Latest filing 2025-06-13 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 · 100% 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. This specific form details shareholdings and dealings in Assura PLC by Quilter PLC. Since this is a mandatory regulatory disclosure regarding major shareholding and takeover-related activity, it falls under the 'Major Shareholding Notification' category.
2025-06-13 English
Form 8.3 - LondonMetric Property PLC
Major Shareholding Notification Classification · 100% 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. This specific form details shareholdings and dealings in LondonMetric Property PLC by Quilter PLC. Since this is a mandatory regulatory disclosure regarding major shareholding and dealing activity during a takeover period, it falls under the 'Major Shareholding Notification' category.
2025-06-13 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 dealings in Assura PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share ownership and transactions, which falls under the 'Major Shareholding Notification' category (MRQ) as it tracks significant ownership thresholds and changes.
2025-06-12 English
Form 8.3 - LondonMetric Property 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. It details shareholdings and dealings in LondonMetric Property PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholding positions rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Major Shareholding Notification' category.
2025-06-12 English
Form 8.3 - Primary Health Properties 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 of a person with interests in relevant securities (Quilter PLC) in relation to an offeror/offeree (Primary Health Properties PLC). This type of disclosure is specifically required by the Takeover Panel for market surveillance and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or major shareholding notifications (which are typically TR-1 filings). Therefore, it is classified as a Regulatory Filing (RNS).
2025-06-12 English
Form 8.3 - Craneware 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 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 (Craneware PLC is mentioned as the offeree). This type of disclosure, mandated by the UK Takeover Code, is a specific regulatory filing related to insider/major shareholder dealings during an M&A event. While it involves director/insider activity (related to DIRS), the specific context of the Takeover Code Form 8.3 makes it a specialized regulatory disclosure. Since there is no specific code for 'Takeover Code Disclosure', and it is a mandatory regulatory filing disseminated via RNS, it fits best under the general 'Regulatory Filings' (RNS) category, as it is not a standard Director's Dealing (DIRS) form (which usually refers to Form 3, 4, or 5 under SEC rules, or similar national equivalents not tied specifically to a takeover bid disclosure). Given the structure and mandatory nature of the filing under the Takeover Code, RNS is the most appropriate general regulatory bucket.
2025-06-11 English

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