Skip to main content
Quilter PLC logo

Quilter PLC — Investor Relations & Filings

Ticker · QLT ISIN · GB00BNHSJN34 LEI · 54930092XIVK28RZGM95 JSE Financial and insurance activities
Open in API
Filings indexed 2,473 across all filing types
Latest filing 2025-03-31 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 · 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 a company involved in an offer (Advanced Medical Solutions Group PLC). This type of disclosure is a specific regulatory requirement for market surveillance and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or major shareholding notifications (which are typically TR-1 filings). Therefore, it is classified as a Regulatory Filing (RNS).
2025-03-31 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 requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more during an offer period. This specific form details share dealings and positions in LondonMetric Property PLC by Quilter PLC. While it involves share transactions, it is a specific regulatory disclosure mandated by the Takeover Panel, not a general 'Transaction in Own Shares' (which refers to a company buying back its own shares) or a 'Major Shareholding Notification' (which is a TR-1 form). Given the specific regulatory nature of the Takeover Code disclosure, it falls under the 'Regulatory Filings' (RNS) category as the most appropriate fallback for this type of mandatory market disclosure.
2025-03-31 English
Form 8.3 - Assura 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 a public opening position disclosure and dealing disclosure by a person with interests in relevant securities representing 1% or more. This is a specific regulatory requirement for entities involved in M&A-related shareholding disclosures, and it does not fit into the other categories like M&A activity (TAR) or major shareholding notification (MRQ) as it is a specific regulatory form for market surveillance.
2025-03-31 English
Form 8.3 - Assura PLC
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover bid (mentioning 'offeror/offeree' and 'Assura PLC'). This type of disclosure, related to insider/significant shareholder dealings during a takeover, is a specific regulatory filing. While it involves director/insider activity (related to DIRS), the context of the Takeover Code (Rule 8.3) makes it a specialized regulatory disclosure. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it is a mandatory regulatory filing disseminated via RNS, the most appropriate classification is the general 'Regulatory Filings' (RNS), as it is not a standard DIRS report (which usually relates to Section 16 filings or general insider trading reports, not specifically takeover code disclosures) and does not fit any other category like ER, 10-K, or DIV.
2025-03-28 English
Form 8.3 - LondonMetric Property PLC
Regulatory Filings 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 relates to disclosures required during a takeover or merger situation involving an 'offeror/offeree' (LondonMetric Property PLC). This type of mandatory disclosure regarding interests and dealings in securities during a takeover bid is a specific regulatory filing related to M&A activity, but the form itself (Form 8.3) is a specific type of insider/stakeholder disclosure required by the Takeover Code. Since the definitions provided do not have a specific code for 'Takeover Code Disclosure Form 8.3', the closest fit that captures the nature of mandatory regulatory disclosure related to corporate actions (specifically takeovers) is either 'TAR' (M&A Activity) or 'RNS' (General Regulatory Filings). Given that this is a specific, structured disclosure mandated by the Takeover Panel, it is a highly specific regulatory filing. However, the content is primarily about director/insider dealings/holdings in the context of a takeover, which is related to 'DIRS' (Director's Dealing) or 'MRQ' (Major Shareholding Notification), but Form 8.3 is broader than just director dealings or major shareholding changes; it is specifically tied to the takeover process. Since the document details dealings and positions related to an offer, and it is a formal regulatory filing disseminated via RNS, 'RNS' (General Regulatory Filings) is the most appropriate fallback for a specific form not explicitly listed, although 'TAR' is contextually related. Given the structure and the explicit mention of the Takeover Code, it is a mandatory regulatory disclosure. I will classify it as 'RNS' as it is a general regulatory filing disseminated through the RNS system, which is the fallback for specific regulatory forms not covered elsewhere.
2025-03-28 English
Form 8.3 - Advanced Medical Solutions Group PLC
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in relation to an offer (here, for Advanced Medical Solutions Group PLC). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of a Takeover Code disclosure (Form 8.3) is a specialized regulatory filing related to M&A activity or significant ownership changes during an offer period. Given the options, it is a specific regulatory disclosure. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it details dealings/positions related to an offer, it fits best under the general 'Regulatory Filings' (RNS) as a fallback, or potentially related to M&A (TAR). However, Form 8.3 is fundamentally a disclosure required by the Takeover Panel, making it a regulatory filing. Director's Dealing (DIRS) is for routine insider trades, whereas this is tied to a specific M&A event. Given the structure and mandatory nature of this filing under the Takeover Code, RNS is the most appropriate general regulatory category if a more specific M&A/Takeover code isn't available, though it is highly related to TAR. Since it is a formal, mandatory disclosure to the market via RNS, I classify it as RNS.
2025-03-28 English

Browse filings by year

18 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.