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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 2025-03-24 Annual Report
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
Annual Report and Accounts 2024 (corrected for typographical error)
Annual Report Classification · 100% confidence The document is explicitly titled 'Quilter plc Annual Report 2024'. It contains comprehensive sections including a Strategic Report, Governance Report, Directors' Report, Group consolidated financial statements, and notes to the financial statements. It covers the full fiscal year 2024, providing detailed financial performance metrics, management reviews, and audit information. It is clearly the primary annual financial reporting document for the company. FY 2024
2025-03-24 English
Financial information - Annual Financial Statements
Earnings Release Classification · 95% confidence The document is a 'Preliminary Results' announcement for Quilter plc for the year ended 31 December 2024. It contains key financial highlights, CEO commentary, and performance metrics. While it provides detailed financial information, it is structured as an initial earnings release (news release) rather than the full audited Annual Report (10-K). It is not a transcript (CT), nor is it a report publication announcement (RPA) as it contains the actual results data rather than just a link to a report. Therefore, it is classified as an Earnings Release. FY 2024
2025-03-24 English
Notice of meeting - Annual General Meeting
Proxy Solicitation & Information Statement Classification · 100% confidence The document is explicitly titled 'Notice of Annual General Meeting 2025' for Quilter plc. It contains the agenda, resolutions to be voted on (including re-election of directors, remuneration policy, and dividend declaration), and instructions for shareholders on how to participate and vote. This is a classic proxy statement and notice of meeting document, which falls under the Proxy Solicitation & Information Statement category.
2025-03-24 English
Form 8.3 - Care REIT PLC
Major Shareholding Notification 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 to disclose their positions and dealings in an offeror or offeree company. This is a specific type of major shareholding and dealing notification related to M&A activity, which falls under the category of Major Shareholding Notification (MRQ) as it tracks significant ownership changes and dealings.
2025-03-21 English
Form 8.3 - Primary Health Properties 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. This type of document is a specific regulatory disclosure required during M&A activity, but it is distinct from a general M&A announcement (TAR) or a major shareholding notification (MRQ) as it specifically follows the 'Rule 8.3' disclosure format. Given the specific regulatory nature and the lack of a better fit for this specific disclosure form, it is classified as a Regulatory Filing (RNS).
2025-03-21 English
Form 8.3 - Assura 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 of an offeror or offeree company. It details positions and dealings in the securities of Assura PLC. Since this is a specific regulatory disclosure form mandated by the Takeover Panel and does not fit into categories like M&A activity (which would be the announcement of the deal itself) or director dealings, it is classified as a Regulatory Filing (RNS).
2025-03-21 English

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