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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 2025-04-11 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 - 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 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 M&A-related activities and does not fit into the other categories like M&A (TAR) or Shareholding Notification (MRQ) as precisely as it fits the general regulatory filing category for these specific disclosures.
2025-04-11 English
Form 8.3 - LondonMetric Property PLC
Regulatory Filings 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. It details shareholdings and recent dealings in LondonMetric Property PLC by Quilter PLC. Since this is a specific regulatory disclosure form and not a general announcement or report, it falls under the 'Regulatory Filings' category.
2025-04-11 English
Form 8.3 - Advanced Medical Solutions Group 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. This specific type of disclosure is a regulatory requirement for market transparency during M&A activities and is filed via a Regulatory Information Service (RNS). Since it does not fit into the specific categories of M&A (which usually refers to the deal announcement itself) or other specialized categories, it falls under the 'RNS' (Regulatory Filings) category.
2025-04-11 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 announcements (TAR) or major shareholding notifications (MRQ) as it is a specific transactional disclosure form. Therefore, it is classified as a Regulatory Filing (RNS).
2025-04-10 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 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 a company involved in a takeover (LondonMetric Property PLC). This type of disclosure is a specific regulatory requirement for M&A-related activities and does not fit into the other categories like M&A activity (TAR) itself, which usually refers to the announcement of the deal, nor is it a simple RNS announcement. Given the specific nature of the 'Form 8.3' disclosure, it is best classified as a Regulatory Filing (RNS).
2025-04-10 English
Form 8.3 - Advanced Medical Solutions Group PLC
Regulatory Filings 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 recent dealings in Advanced Medical Solutions Group PLC by Quilter PLC. While it relates to M&A activity, it is specifically a regulatory disclosure of share positions rather than a corporate M&A announcement (TAR). As it does not fit into the other specific categories like DIRS (which is for directors' dealings) or MRQ (which is for major shareholding notifications by the company itself), it falls under the RNS (Regulatory Filings) category as a standard regulatory disclosure.
2025-04-10 English

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