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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 2,473 across all filing types
Latest filing 2025-06-02 Director's Dealing
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
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 or merger activity. This aligns directly with the definition of Director's Dealing (DIRS) or potentially a specific type of regulatory filing related to M&A. Since the core content is about the discloser's (Quilter PLC) interests and dealings in the securities of an offer/offeree (Assura PLC), the most specific category covering executive/insider transactions is 'Director's Dealing' (DIRS). Although it is a regulatory filing, DIRS is more specific than the general 'RNS' fallback.
2025-06-02 English
Form 8.3 - LondonMetric Property 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 the securities of an offeror or offeree during a takeover situation. This specific type of disclosure relates to insider/major shareholder activity during a takeover process, which is a specialized regulatory filing. While it involves director/insider activity (similar to DIRS), the context is strictly related to a takeover bid (LondonMetric Property PLC and Urban Logistics REIT PLC are mentioned as parties to the offer). Since there is no specific category for 'Takeover Disclosure Form 8.3', and it is a mandatory regulatory filing concerning share dealings during a corporate action, it fits best under the general 'Regulatory Filings' (RNS) category, as it is a specific regulatory disclosure not covered by the other specialized codes like DIRS (which usually refers to routine insider trading reports outside of a formal takeover context) or TAR (which is for M&A activity announcements, not the subsequent disclosure forms). Given the structure and source (RNS), RNS is the most appropriate fallback for a specific, non-standard regulatory form.
2025-06-02 English
Form 8.3 - Craneware 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, concerning director/insider transactions during a takeover context, aligns most closely with the 'Director's Dealing' category (DIRS), although it is specifically a Takeover Code disclosure. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it details personal share transactions by an entity (Quilter PLC) related to an offer (Craneware PLC), DIRS is the most appropriate fit among the provided options, as it covers insider trades. It is not an Earnings Release (ER), Annual Report (10-K), or a general Regulatory Filing (RNS) because it is a highly specific disclosure type.
2025-06-02 English
Form 8.3 - LondonMetric Property PLC
Director's Dealing 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'. This form is mandated by Rule 8.3 of the Takeover Code, which deals with disclosures related to takeover offers. The content details share ownership, short positions, and dealings (purchases/sales) by Quilter PLC concerning LondonMetric Property PLC and Urban Logistics REIT PLC, which are parties to an offer. This type of disclosure relates to insider/significant shareholder activity during a takeover process. Among the provided codes, 'DIRS' (Director's Dealing) is the closest fit for insider/related party transaction reporting, although this specific form (Form 8.3) is a Takeover Code disclosure. Since there is no specific code for 'Takeover Disclosure' or 'Insider Dealing related to Takeovers', and this document reports on dealings by a major shareholder/controller in the context of an offer, it falls under the broader category of insider/director/major shareholder transaction reporting. 'DIRS' is the most appropriate classification for reporting personal/related party share transactions, even though this is a specific regulatory filing (Form 8.3) rather than a standard director's dealing report (like a Form 4 or DTR3). Given the options, DIRS captures the essence of reporting significant security interests and dealings by an involved party.
2025-05-30 English
Form 8.3 - Assura PLC
Director's Dealing 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 form details the interests and dealings of a party involved in a takeover situation (Assura PLC and Primary Health Properties PLC). This type of disclosure relates to insider transactions or significant ownership changes during a takeover/merger scenario. While it involves director/insider activity (similar to DIRS), the specific context of the Takeover Code (Rule 8.3) and its focus on parties to an offer makes it distinct. It is a specific regulatory filing related to M&A activity and insider disclosure. Given the options, 'Director's Dealing' (DIRS) covers personal transactions by executives, but this is a specific Takeover Code disclosure. 'M&A Activity' (TAR) covers merger proposals/takeover bids. Since this is a mandatory disclosure *during* a takeover process concerning interests in securities, it fits best under the general umbrella of regulatory filings related to M&A or insider activity. However, the content is fundamentally about director/insider dealing related to a specific corporate action (takeover). Since DIRS is defined as 'Report of personal share transactions by company directors and executives (insider trades)', and this is a mandatory disclosure of interests/dealings by a significant holder during a takeover, DIRS is the most appropriate fit among the specific codes, although it is a specialized form of insider dealing disclosure. If DIRS is too narrow, RNS (Regulatory Filings) is the fallback. Given the explicit nature of reporting dealings by an interested party under takeover rules, DIRS captures the essence of the transaction reporting, even if the form number is unique. I will classify it as DIRS due to the focus on dealing disclosure by an interested party, which aligns closely with insider trading reports.
2025-05-30 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is titled 'Notification of transactions by Directors and Persons Discharging Managerial Responsibilities ("PDMRs")' and details share transactions (reinvestment of 2024 Final Dividend and conditional entitlements) made by various directors and PDMRs of Quilter plc on specific dates (May 27 and May 28, 2025). This content directly corresponds to the definition of Director's Dealing, which reports personal share transactions by company directors and executives (insider trades). The appropriate code is DIRS.
2025-05-30 English

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