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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 2025-04-22 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 - Advanced Medical Solutions Group PLC
Regulatory Filings Classification · 98% 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. While it relates to M&A activity, it is specifically a regulatory disclosure of shareholdings and dealings, not a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' category as the most appropriate classification for this type of mandatory disclosure.
2025-04-22 English
Form 8.3 - Assura PLC
Regulatory Filings 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. It details shareholdings and recent dealings in Assura PLC by Quilter PLC. This type of filing is a specific regulatory disclosure regarding major shareholdings and takeover-related activity, which falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure to a Regulatory Information Service.
2025-04-22 English
Form 8.3 - Urban Logistics REIT PLC
Regulatory Filings Classification · 98% 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 Urban Logistics REIT PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions and dealings, which falls under the 'Regulatory Filings' (RNS) category as it is a standard market disclosure form.
2025-04-22 English
Form 8.3 - Assura PLC
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree company. It details shareholdings and recent dealings in Assura PLC by Quilter PLC. Since this is a specific regulatory disclosure regarding share ownership and dealings in the context of a takeover, it falls under the 'Major Shareholding Notification' category.
2025-04-17 English
Form 8.3 - LondonMetric Property PLC
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required 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 recent dealings in LondonMetric Property PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a merger announcement or takeover bid document itself. Therefore, it falls under the 'Regulatory Filings' (RNS) category as it is a mandatory disclosure filed via a Regulatory Information Service.
2025-04-17 English
Form 8.3 - Assura 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 in relevant securities by a person with interests representing 1% or more in an offeror or offeree company (in this case, Assura PLC). This type of disclosure is a specific regulatory requirement for market transparency during M&A activity and does not fit into the other categories like M&A activity (TAR) itself, as it is a disclosure of shareholding/dealing rather than a merger announcement. Therefore, it is classified as a Regulatory Filing (RNS).
2025-04-16 English

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