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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 2025-03-18 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 - Assura PLC
Major Shareholding Notification Classification · 96% 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 offer (mentioning 'Assura PLC' and 'Primary Health Properties PLC'). This type of mandatory disclosure regarding insider/significant shareholder dealings during a takeover bid is a specific regulatory filing related to insider transactions or major shareholding changes, but the most precise category covering mandatory disclosures related to takeover rules and insider positions is often grouped under general regulatory filings or specific dealing disclosures. Since the document details personal share transactions/holdings by a party involved in a takeover bid, it strongly aligns with insider dealing disclosures. However, the provided categories do not have a specific 'Takeover Disclosure Form 8.3' code. It details dealings by a director/insider (Quilter PLC) concerning a takeover target. This is a mandatory disclosure related to ownership and dealing, which is closest to 'Director's Dealing' (DIRS) if we interpret 'Director' in a broad sense to include major stakeholders/insiders during a bid, or 'Major Shareholding Notification' (MRQ) due to the 1%+ interest, or the general 'Regulatory Filings' (RNS) as it is a specific regulatory form (Form 8.3) filed via RNS. Given the context of mandatory disclosure of interests/dealings during a takeover, and the structure mirroring insider transaction reports, 'DIRS' (Director's Dealing) is the closest fit for reporting personal security transactions by an interested party, although 'RNS' is the ultimate fallback for specific regulatory forms. Since it reports dealings and positions of a significant party in a takeover, and 'DIRS' covers personal share transactions by executives/directors, I will classify it as DIRS, recognizing it is a specific type of insider dealing disclosure under takeover rules. If DIRS is too narrow, RNS would be the fallback. Given the detailed nature of the dealing disclosure, DIRS is preferred over the generic RNS.
2025-03-18 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 (the "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 offer (mentioning 'Assura PLC' and 'Primary Health Properties PLC'). This type of disclosure, mandated by the UK Takeover Panel, relates to insider dealings or significant position changes during a takeover scenario. While it involves director/insider activity, the specific context of a takeover bid and the Form 8.3 structure strongly align it with regulatory disclosure concerning transactions, but it is not a standard Director's Dealing report (DIRS) which usually refers to Form 3/4/5 or similar routine insider filings. Given the options, this is a highly specific regulatory filing related to a takeover. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it details personal share transactions by an entity involved in a takeover, it is best classified as a specific type of regulatory filing. However, 'DIRS' (Director's Dealing) is the closest category for reporting personal share transactions by executives/insiders, even though this is specifically under Takeover Code rules. Alternatively, as a mandatory filing disseminated via RNS, it could be RNS. Given the content is purely about share dealings/positions during a bid, DIRS is a strong candidate, but since it's a specific regulatory form (Form 8.3) related to a takeover, RNS (General regulatory announcements/fallback) is often used for non-standard mandatory filings. Let's re-evaluate: Form 8.3 is a mandatory disclosure under the Takeover Code, similar in spirit to insider trading reports but specific to M&A activity. Since 'TAR' is for M&A Activity announcements, and this is a disclosure *during* an M&A event, and 'DIRS' is for general insider trades, 'RNS' serves as the best fit for a specific, mandatory, non-standard regulatory filing disseminated through the RNS system that doesn't fit the other specific categories like 10-K, ER, or DIRS (which usually implies routine insider reporting, not takeover-specific disclosure). Given the explicit mention of RNS distribution and the nature of the form, RNS is the most appropriate fallback for a specific regulatory document not covered elsewhere.
2025-03-17 English
Form 8.3 - Assura 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 the context of a takeover offer (mentioning 'Assura PLC' and 'Primary Health Properties PLC'). This type of disclosure relates to insider/significant shareholder dealings during a takeover scenario. While it involves dealings, it is a specific regulatory filing mandated by the Takeover Code, which is distinct from general Director's Dealing (DIRS) which usually refers to Form 3/4/5 filings or general insider trading reports. Given the specific nature related to a takeover bid and the mandatory disclosure format (Form 8.3), it falls under the scope of specific regulatory disclosures related to corporate actions. Since there is no specific code for 'Takeover Disclosure', and it is a mandatory regulatory filing concerning interests in securities during a bid, it is best classified as a Regulatory Filing (RNS) or potentially DIRS if the context was broader, but RNS serves as the best general regulatory fallback for specific, non-standard SEC/periodic reports, especially those originating from the LSE's RNS service.
2025-03-14 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number' and contains the standard structure for a regulatory notification, specifically 'TR-1: Standard form for notification of major holdings'. This form details an acquisition or disposal of voting rights by a shareholder (Coronation Fund Managers) crossing a threshold. This type of filing, which reports changes in significant share ownership, corresponds directly to the Major Shareholding Notification category (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2025-03-14 English
Form 8.3 - Care REIT PLC Amendment
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3 Amendment' and references 'Rule 8.3 of the Takeover Code (the "Code")' concerning 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This type of filing relates to insider dealings or significant ownership changes during a takeover scenario. This specific disclosure format (Form 8.3) is a specialized regulatory filing related to takeover activity, which falls under the general category of regulatory announcements or specific insider dealing reports. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it is a mandatory regulatory disclosure disseminated via RNS, it best fits the 'Director's Dealing' (DIRS) category if interpreted broadly as insider transactions, or the general 'Regulatory Filings' (RNS) category. Given the context of takeover rules and dealing disclosures, DIRS is often used for executive/director trades, but this is specifically a Form 8.3 related to a potential offer for 'Care REIT PLC'. The most accurate fit among the provided options for a mandatory, specific regulatory disclosure that isn't a standard financial report (10-K, IR, ER) or a standard director's dealing report (DIRS, which usually refers to Form 3/4/5 equivalents) is the general regulatory category, RNS, as it is a direct announcement to the market via the RNS service regarding a specific regulatory requirement (Takeover Code). However, since it details dealings and interests of a person/entity (Quilter PLC) in securities relevant to an offer, it strongly aligns with insider/significant shareholder transaction reporting. Comparing DIRS (Director's Dealing) and RNS (General Regulatory Filings), DIRS is more specific to insider transactions, even if the form is unique to takeover rules. Let's re-evaluate the definitions. DIRS is 'Report of personal share transactions by company directors and executives (insider trades)'. While Quilter PLC is not necessarily a director, they are a major shareholder disclosing interests under takeover rules, which is a form of insider/related party disclosure. Given the options, RNS is the safest fallback for a unique regulatory form, but DIRS captures the essence of the content (dealing disclosure). Since this is a mandatory disclosure under the Takeover Code, it is fundamentally a regulatory filing. I will classify it as RNS as it is a general regulatory announcement disseminated via RNS, which is the fallback for specific regulatory documents not covered elsewhere.
2025-03-13 English
Form 8.3 - Assura 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 specific filing is a 'Public Opening Position Disclosure/Dealing Disclosure'. While it involves share dealings, it is a regulatory disclosure mandated by the Takeover Panel rather than a simple 'Transaction in Own Shares' (POS) or 'Director's Dealing' (DIRS). Given the specific nature of Rule 8.3 disclosures and the lack of a more specific category for Takeover Code disclosures, 'RNS' (Regulatory Filings) is the most appropriate classification.
2025-03-13 English

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