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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 2025-05-16 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 - LondonMetric Property PLC
Major Shareholding Notification Classification · 94% 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 (the "Code")'. This form relates to disclosures required during a takeover or merger situation, specifically detailing interests and dealings in the securities of an offeror/offeree (LondonMetric Property PLC and Urban Logistics REIT PLC). This type of filing, which reports insider/significant shareholder activity related to a specific corporate action (takeover), is best classified under Director's Dealing (DIRS) if it were general insider trading, but since it is specifically mandated by the Takeover Code (Rule 8.3), it falls under the broader category of regulatory disclosures related to corporate actions. However, looking at the provided definitions, 'Director's Dealing (DIRS)' covers personal share transactions by directors/executives. While this is a dealing disclosure, the context is a mandatory filing under the Takeover Code, which is a specific regulatory event. None of the codes perfectly match 'Takeover Code Disclosure Form 8.3'. Let's re-evaluate the options: - DIRS: Director's Dealing (insider trades). This is close, as it involves security interests/dealings. - MRQ: Major Shareholding Notification (crossing thresholds). This is also close, as it reports a >1% position. - RNS: Regulatory Filings (General regulatory announcements and fallback). Form 8.3 is a specific disclosure required by the Takeover Panel. In many classification schemes, these are grouped with insider trading or major holding reports. Given the options, 'Director's Dealing (DIRS)' is often used broadly for mandatory disclosures of security interests by insiders/significant holders, even if the context is a takeover. 'Major Shareholding Notification (MRQ)' is also plausible as it reports a position over 1%. Since the document explicitly details dealings and positions related to a potential takeover scenario, and it is a mandatory regulatory filing disseminated via RNS, the most specific fit among the choices that cover security interests/dealings is DIRS or MRQ. Since it is a disclosure of a position >1% and subsequent dealings during a potential offer, MRQ (Major Shareholding Notification) is a strong candidate, as is DIRS. Given the structure focuses heavily on the position (1.26%) and the dealings, and it is a mandatory disclosure to the Takeover Panel, I will lean towards the most specific regulatory filing category that covers significant ownership changes or insider activity. In the absence of a specific 'Takeover Disclosure' code, DIRS often captures mandatory dealing reports. However, MRQ specifically mentions crossing thresholds (1% is a key threshold). Let's check the context of Form 8.3 again. It is required for any person holding 1% or more during an offer period. This aligns very closely with the spirit of MRQ (Major Shareholding Notification). I will classify it as MRQ due to the explicit 1% threshold disclosure, which is the core trigger for this form, even though it also details dealings. *Self-Correction/Refinement*: Form 8.3 is specifically about disclosures during a takeover period. While it reports a >1% holding (MRQ territory) and dealings (DIRS territory), it is fundamentally a disclosure required by the Takeover Code. If we must choose the best fit from the list, MRQ (Major Shareholding Notification) captures the essence of reporting a significant stake (1%+) in the context of an offer. If MRQ is too narrow, RNS is the fallback. Given the high specificity of the other codes, MRQ seems the most appropriate category for a mandatory disclosure of a significant stake (>1%) in an offeree/offeror.
2025-05-16 English
Form 8.3 - LondonMetric Property PLC
M&A Activity 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 or merger activity. This specific disclosure relates to LondonMetric Property PLC and Urban Logistics REIT PLC, indicating involvement in a potential M&A scenario. While it involves dealing disclosures, the context is tied to a takeover/merger situation, which aligns most closely with the M&A Activity category (TAR) or, given the specific nature of insider dealing disclosure during a takeover, it could also be considered a specialized regulatory filing. However, since the core subject is a disclosure related to a potential takeover (indicated by referencing the Takeover Code and listing an offeror/offeree), TAR is the most specific fit among the provided options that cover corporate actions related to takeovers. If TAR was not available, DIRS (Director's Dealing) might be considered, but TAR captures the context better. Since it is a formal disclosure mandated by the Takeover Code, it is a specific type of regulatory filing, but TAR is more precise than the general RNS.
2025-05-15 English
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, which reports insider/significant shareholder transactions during a takeover context, is best classified under Director's Dealing (DIRS) as it involves reporting personal/insider transactions, although it is specifically related to takeover activity. However, given the specific options, 'Director's Dealing' (DIRS) covers personal transactions by insiders/executives. Since this is a mandatory disclosure related to a takeover (Rule 8.3), and it details specific purchases and sales by Quilter PLC concerning Assura PLC, it falls under the scope of insider/significant shareholder transaction reporting. If a more specific 'Takeover Disclosure' existed, that would be preferred, but DIRS is the closest fit for reporting individual security dealings by an interested party.
2025-05-15 English
Form 8.3 - Primary Health Properties PLC
Major Shareholding Notification Classification · 99% 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 scenario involving Primary Health Properties PLC and Assura PLC. This type of filing, which reports personal share transactions by executives or significant holders related to a takeover, aligns most closely with the 'Director's Dealing' category (DIRS), although it is a specific regulatory form (Form 8.3) related to the Takeover Code. Since DIRS covers personal share transactions by directors/executives, and this document details share positions and dealings of Quilter PLC in relation to an offer, DIRS is the most appropriate fit among the provided codes, as it captures insider/significant holder transaction reporting. It is not a general regulatory announcement (RNS) because it is highly specific to insider dealing/takeover rules.
2025-05-15 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 relates to insider/director dealings or major shareholder movements during a M&A event, but the core function is reporting personal/insider transactions related to securities ownership, which aligns most closely with the 'Director's Dealing' category (DIRS) or potentially 'Major Shareholding Notification' (MRQ) if the 1% threshold is the primary focus. However, Form 8.3 is a specific Takeover Code filing related to interests/dealings during an offer. Given the options, 'Director's Dealing' (DIRS) covers personal share transactions by executives/insiders, and while this is a specific M&A disclosure, it fundamentally reports on security interests and transactions by a major party. Since there is no specific 'Takeover Disclosure' code, and it involves reporting interests/dealings, DIRS is the closest fit for reporting security transactions by an interested party, although MRQ (Major Shareholding Notification) is also plausible due to the 1% threshold. Since the document details specific purchases and sales (dealings) by Quilter PLC in relation to an offer for Assura PLC, it is a disclosure of security interests and transactions. In the context of the provided definitions, 'Director's Dealing' (DIRS) is the best fit for reporting personal/insider security transactions, even though this is a specific M&A context filing (Form 8.3). If the document were purely about the takeover bid itself, TAR would be used. Since it's about the *position* and *dealings* of a party involved, DIRS is selected as the closest analogue for security transaction reporting.
2025-05-14 English
Form 8.3 - LondonMetric Property 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 (the "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) or, more broadly, a regulatory filing concerning ownership/dealing. Since the document details specific purchases and sales (Section 3) by Quilter PLC concerning LondonMetric Property PLC and Urban Logistics REIT PLC, it is a disclosure of insider/major shareholder dealing. While it is a regulatory filing, 'DIRS' is the most specific fit for director/insider dealing disclosures, even if the discloser here is a corporate entity acting under takeover rules.
2025-05-14 English

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