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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 2025-05-23 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 · 96% 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. This type of disclosure, especially when referencing the Takeover Code and dealing activity by a major shareholder (Quilter PLC), falls under insider/major shareholder transaction reporting. Among the provided codes, 'Director's Dealing' (DIRS) is the closest fit for reporting personal/insider share transactions, although this specific form (Form 8.3) relates to parties involved in a takeover. Since there is no specific code for 'Takeover Disclosure' or 'Insider Dealing' beyond DIRS, and DIRS covers executive/director transactions, this is the most appropriate classification for a disclosure of significant shareholding changes/dealings related to an offer. The presence of RNS headers and the nature of the disclosure strongly suggest a regulatory filing related to ownership changes.
2025-05-23 English
Form 8.3 - Craneware 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 a person's interests and dealings in the relevant securities of an offeror or offeree (in this case, Craneware PLC). This type of disclosure is a specific regulatory requirement for market participants and does not fit into categories like Annual Reports, Earnings Releases, or M&A activity announcements (which are typically issued by the companies themselves). Therefore, it is classified as a Regulatory Filing (RNS).
2025-05-22 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 95% 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 dealing disclosures of a person with interests in relevant securities representing 1% or more of a company involved in a takeover (Assura PLC). This type of filing is a specific regulatory requirement for market surveillance and does not fit into categories like M&A activity (which usually refers to the corporate announcement of the deal itself) or major shareholding notifications (which are typically TR-1 filings). Therefore, it is classified as a Regulatory Filing (RNS).
2025-05-22 English
Form 8.3 - LondonMetric Property PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a 'Public Opening Position Disclosure/Dealing Disclosure' by a person with interests in relevant securities representing 1% or more. This type of filing is specifically used to report major shareholding changes and dealings in the context of a takeover offer. Since it does not fit into the specific categories of 'Major Shareholding Notification' (which usually refers to TR-1 filings) or 'Director's Dealing', and is a standard regulatory disclosure, it is best classified under 'Regulatory Filings' (RNS).
2025-05-22 English
Shareholder resolutions
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document explicitly states it contains 'RESOLUTIONS OF QUILTER PLC (passed on 22 May 2025)' and refers to the 'Annual General Meeting'. The content details specific resolutions regarding the 'Market purchase of own shares' and 'Purchase of own shares (Johannesburg Stock Exchange) - contingent purchase contracts'. This content is characteristic of the formal documentation distributed following an AGM, detailing the outcomes of shareholder votes on specific corporate actions. Since the document lists the resolutions passed at the AGM, it aligns best with the AGM Information category (AGM-R), which covers presentations and materials shared during the AGM. Although it details share repurchases (POS), the context is the formal record of the meeting's decisions, making AGM-R the primary classification.
2025-05-22 English
Result of AGM
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an official announcement from Quilter plc regarding the 'Result of Annual General Meeting 2025'. It provides a detailed breakdown of the poll results for 18 specific resolutions, including votes for, against, and withheld, as well as the percentage of issued share capital voted. This aligns perfectly with the definition of a Declaration of Voting Results & Voting Rights Announcement (DVA).
2025-05-22 English

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