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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 2,475 across all filing types
Latest filing 2025-02-19 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 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 type of filing relates to insider dealing disclosures during a takeover situation. While it is a regulatory disclosure, the specific nature of reporting director/insider dealings aligns most closely with the 'Director's Dealing' category (DIRS), although it is specifically mandated by the Takeover Code (which often results in RNS filings). Given the options, 'DIRS' covers personal share transactions by executives/directors, which this disclosure details (purchases and sales of securities). Since it is a specific regulatory disclosure about share dealings, DIRS is the most precise fit over the general RNS fallback, although RNS is also highly relevant as it is distributed via RNS.
2025-02-19 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")' concerning 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This structure and content are characteristic of mandatory disclosures related to takeover activity, which falls under insider dealing or significant shareholding notifications related to a specific corporate action (a potential offer for Assura PLC by Quilter PLC). While it involves share dealings, the context is highly specific to takeover rules, which is not explicitly covered by 'DIRS' (Director's Dealing) or 'MRQ' (Major Shareholding Notification) which are broader categories. However, the core function is reporting insider/significant party dealings during a takeover scenario. In the provided definitions, there is no specific code for 'Takeover Disclosure Form 8.3'. The closest relevant categories are DIRS (Director's Dealing) or MRQ (Major Shareholding Notification). Since this is a disclosure by a party involved in an offer (Quilter PLC) regarding their position in the offeree (Assura PLC), it is a form of insider/significant transaction reporting. Given the options, 'DIRS' (Director's Dealing) is often used as a proxy for insider transaction reporting, but 'MRQ' (Major Shareholding Notification) is also plausible as it reports crossing ownership thresholds (4.04%). However, Form 8.3 is specifically mandated by the Takeover Panel, making it a specialized regulatory filing. Since there is no specific 'Takeover' code, and it details personal/entity dealings in securities, 'DIRS' is the most fitting category for reporting personal/entity transactions, even if the context is a takeover. Alternatively, as a mandatory regulatory filing that doesn't fit other specific financial report types, 'RNS' (Regulatory Filings) is the fallback. Given the highly specific nature of Form 8.3 reporting insider/stakeholder positions during a bid, and the lack of a dedicated code, classifying it as a general 'Regulatory Filing' (RNS) is the safest approach, as it is a mandatory filing under the Takeover Code, distinct from routine financial reports or standard director trades outside of a bid context.
2025-02-18 English
Form 8.3 - Assura plc
Regulatory Filings Classification · 95% 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 interests and dealings in securities related to a takeover offer. This type of disclosure, especially when mandated by a regulatory body like the Takeover Panel and disseminated via RNS (Regulatory News Service), falls under general regulatory announcements. Since there is no specific category for 'Takeover Disclosure' or 'Insider Dealing Disclosure' (which is usually DIRS, but DIRS is defined as Director's Dealing, not general takeover-related disclosures by large shareholders), the most appropriate fallback category is 'Regulatory Filings' (RNS), as it is a mandatory public disclosure disseminated through the official news service.
2025-02-17 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is clearly identified by the header 'RNS Number : 9609U' and contains the standard format 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification. The content details the shareholder (PUBLIC INVESTMENT CORPORATION SOC LIMITED), the date the threshold was crossed (23/01/2025), and the resulting percentage holding (13.458%). This aligns perfectly with the 'Major Shareholding Notification' category (MRQ).
2025-01-28 English
Quilter plc - 2024 Q4 Trading Update
Earnings Release Classification · 100% confidence The document is titled 'Fourth Quarter 2024 Trading Statement' and provides detailed financial metrics, AuMA figures, gross inflows, and net inflows for the fourth quarter and the full year 2024, comparing them to prior periods. This content structure is characteristic of an Earnings Release (ER), which announces periodical financial results (quarterly/periodical highlights). Although it contains substantial detail, it is a 'Trading Statement' rather than a comprehensive 'Interim/Quarterly Report' (IR) or 'Annual Report' (10-K). The presence of the RNS Number (1930U) and the date (22 January 2025) confirms it is a regulatory announcement of results. Since it focuses on key performance indicators for a specific period (Q4 2024), 'ER' is the most appropriate classification over 'IR' (which is usually more comprehensive, like a full half-year report). Q4 2024
2025-01-22 English
Director Declaration
Board/Management Information Classification · 98% confidence The document is an RNS announcement (RNS Number : 8019R) dated January 2, 2025. The core content explicitly states a 'Director Declaration' regarding Chris Samuel, a Non-executive Director, being appointed to another company (Scottish Mortgage Investment Trust PLC). This directly relates to changes in the company's board of directors or senior management roles. This aligns perfectly with the definition for Board/Management Information (MANG). Although it is distributed via RNS, the specific content is about management changes, making MANG the most precise classification over the general RNS code.
2025-01-02 English

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