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 2025-03-05 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
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is clearly identified by the header 'RNS Number : 4731Z' and contains the standard structure for a major shareholding 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) and reports the resulting percentage of voting rights (16.949067%). This directly corresponds to the definition of a Major Shareholding Notification.
2025-03-05 English
Quilter plc - Full Year 2024 Results - Part 2
Earnings Release Classification · 98% confidence The document is dated March 5, 2025, and is titled "Statement of Directors' responsibilities in respect of the preliminary announcement of the Annual Report and the financial statements." It explicitly states that the results are taken from the Group's 2024 Annual Report, which will be available later (March 20, 2025). The text includes condensed consolidated financial statements (Income, Financial Position, Cash Flows) for the year ended December 31, 2024, which are characteristic of preliminary earnings or interim reporting, but the context is specifically about the *preliminary announcement* of the *Annual Report*. Since the document contains detailed financial statements for a full fiscal year (Year ended 31 December 2024) and is presented as a preliminary release ahead of the final 10-K filing, it aligns best with the comprehensive financial reporting for a period shorter than a year (IR) or the initial announcement of results (ER). However, given the inclusion of full year-end statements and the reference to the upcoming full Annual Report (10-K), this is most likely the preliminary release of the full-year results, which often falls under the 'Earnings Release' (ER) category, or potentially an 'Interim Report' (IR) if the company uses this format for preliminary year-end results before the final 10-K. Crucially, the document is a *preliminary announcement* containing the core financial tables for the year ended 31 December 2024. This strongly suggests an Earnings Release (ER) which precedes the formal 10-K filing. It is not a Report Publication Announcement (RPA) because it contains the actual financial data, not just a notice that the report is available. It is not the 10-K itself because it explicitly states the full Annual Report will be available later. Therefore, ER is the most appropriate classification for a preliminary full-year results announcement. FY 2024
2025-03-05 English
Quilter plc - Full Year 2024 Results - Part 1
Earnings Release Classification · 100% confidence The document is titled 'Quilter plc preliminary results for the year ended 31 December 2024' and contains detailed financial highlights, segment performance breakdowns, CEO commentary on the full year, dividend proposals, and balance sheet metrics (like Solvency II ratio). This content structure is characteristic of a company's official annual financial disclosure. Although it is distributed via RNS (RNS Number: 3606Z), the content itself is the comprehensive annual report summary, not just an announcement of its publication. Since the document covers the full fiscal year ('year ended 31 December 2024') and provides detailed financial performance metrics, it aligns best with the Annual Report category (10-K), even if it is a preliminary release distributed through regulatory channels. It is too detailed to be just an Earnings Release (ER) and is clearly not a short announcement of a report (RPA). FY 2024
2025-03-05 English
Form 8.3 - Assura PLC
Major Shareholding Notification Classification · 97% confidence The document explicitly states it is a 'FORM 8.3' which is a '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 (the "Code")'. This type of filing relates to insider/major shareholder dealings during a takeover or merger situation. Among the provided codes, 'Director's Dealing' (DIRS) is the closest fit for disclosures related to security transactions by insiders/major holders, although this specific form (Form 8.3) is highly specialized for takeover contexts. Since there is no specific code for 'Takeover Disclosure of Interest/Dealing', and this document details dealings (purchases and sales) by a major shareholder (Quilter PLC) in relation to an offer for Assura PLC, the most appropriate classification among the options is 'Director's Dealing' (DIRS), as it concerns insider/major shareholder transactions. It is not an Earnings Release (ER), Annual Report (10-K), or a general Regulatory Filing (RNS) because it is a specific, named regulatory form about dealings.
2025-03-04 English
Form 8.3 - Assura PLC
Director's Dealing Classification · 98% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code'. This form is used to disclose director/insider dealings or significant ownership changes related to a takeover or merger activity. This aligns most closely with the 'Director's Dealing' (DIRS) category, as it reports personal share transactions/holdings by an entity (Quilter PLC) in relation to an offer involving another company (Assura PLC). While it relates to a takeover (TAR), the core content is the disclosure of the position and dealings, which is the function of DIRS or, more broadly, insider trading disclosures. Given the specific nature of Form 8.3 under the Takeover Code, DIRS is the most appropriate fit among the provided options, as it covers executive/insider transactions, even if triggered by a takeover scenario.
2025-03-03 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 offer (mentioning 'offeror/offeree' and 'Assura PLC'). This type of mandatory disclosure related to takeover activity and insider/significant shareholder dealings is a specific regulatory filing. While it involves director/insider dealing (DIRS), the specific context of Rule 8.3 disclosures during a takeover bid aligns most closely with a specialized regulatory filing that isn't covered by the general 'Director's Dealing' code (which usually refers to Form 3, 4, or 5 equivalents in other jurisdictions, or general insider trading reports). Given the options, 'Regulatory Filings' (RNS) is the most appropriate general category for mandatory takeover code disclosures that aren't specifically covered by other codes like 10-K or ER, although it is highly specific. However, since the document details personal share transactions by an entity (Quilter PLC) related to an offer, it strongly relates to insider/director dealing, but the structure is a mandatory takeover disclosure. Since 'Director's Dealing' (DIRS) is defined as 'Report of personal share transactions by company directors and executives (insider trades)', and this is a mandatory disclosure of a significant position and dealing during a takeover, DIRS is a strong candidate. However, Form 8.3 is a specific Takeover Panel filing. Given the available codes, and recognizing that this is a mandatory disclosure about ownership changes related to an offer, it is a specific type of regulatory filing. Let's re-evaluate DIRS vs RNS. DIRS is for general insider trades. Form 8.3 is specifically for takeover-related position disclosures. Since there is no specific 'Takeover Disclosure' code, and this is a mandatory filing disseminated via RNS, RNS (Regulatory Filings) is the best fit as a catch-all for specific regulatory forms not otherwise listed, especially since it is disseminated through the RNS system.
2025-02-28 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.