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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 2024-10-03 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 - DS Smith PLC
Major Shareholding Notification Classification · 96% 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 (DS Smith PLC). This type of disclosure, mandated by a regulatory body (The Takeover Panel), details insider/significant shareholder dealings during a takeover scenario. While it involves dealings, its specific regulatory context (Takeover Code Rule 8.3) makes it distinct from general Director's Dealing (DIRS). It is a specific regulatory disclosure related to a potential M&A event. Since there is no specific code for 'Takeover Disclosure Form 8.3', the most appropriate classification is the general 'Regulatory Filings' (RNS), as it is a mandatory filing disseminated via RNS, or potentially related to M&A (TAR), but RNS is a safer general regulatory bucket for specific forms not listed. Given the structure and mandatory nature of the filing under the Takeover Code, RNS (Regulatory Filings) is the best fit as a catch-all for specific regulatory forms not otherwise defined, although it is highly related to M&A activity.
2024-10-03 English
Form 8.3 - DS Smith PLC
Major Shareholding Notification 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 (the "Code")'. This form is used to disclose interests and dealings in securities during a takeover offer. This type of disclosure, especially when mandated by a takeover code and disseminated via RNS (Regulatory News Service), falls under the category of insider/director dealing or a specific regulatory filing related to corporate actions. Since the document details personal share transactions (sales) by an entity (Quilter PLC) in relation to an offer for another company (DS Smith PLC), it aligns most closely with 'Director's Dealing' (DIRS) as it concerns insider transactions related to corporate control events, or more broadly, a specific regulatory filing. Given the options, 'DIRS' covers personal transactions by connected parties, which is the core of this disclosure. However, since it is a mandatory filing under the Takeover Code, and the structure is highly specific to regulatory disclosure rather than just routine director trades, it is a specialized regulatory filing. The closest fit among the provided options that captures mandatory disclosures about share ownership changes related to corporate events is 'DIRS' (Director's Dealing) or 'RNS' (Regulatory Filings). Since it specifically details dealings by a party involved in a takeover, 'DIRS' is a strong candidate, but 'RNS' is the general category for mandatory regulatory announcements disseminated via the LSE news service. Given the specific nature of the disclosure (Rule 8.3), it is a highly specific regulatory filing. If 'DIRS' is interpreted strictly as routine insider trading reports (like Form 4 in the US), then 'RNS' (General Regulatory Filings) is safer. However, the content is fundamentally about dealing disclosure. Let's check the definitions: DIRS is 'Report of personal share transactions by company directors and executives (insider trades)'. This disclosure is by Quilter PLC regarding its position in DS Smith PLC during a takeover. This is a form of insider/significant shareholder dealing disclosure related to a corporate action. I will classify it as DIRS due to the focus on dealing disclosure, which is a subset of insider activity, even though it's under takeover rules. If DIRS is too narrow, RNS is the fallback. Given the detailed transaction tables, DIRS is more descriptive than the generic RNS.
2024-10-02 English
Form 8.3 - DS Smith PLC
Major Shareholding Notification 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 (DS Smith PLC is mentioned as the offeree). This type of disclosure relates to insider/significant shareholder dealings during a takeover scenario. While it involves director/insider activity, the specific context of the Takeover Code disclosure (Form 8.3) is not covered by the 'Director's Dealing' (DIRS) definition, which usually refers to standard insider transaction reports (like Form 3, 4, 5 in the US context). Since this is a specific regulatory filing related to a takeover bid and insider interests, and it is not a standard financial report, it fits best under the general 'Regulatory Filings' (RNS) category as a specific, non-standard regulatory disclosure, or potentially DIRS if we interpret DIRS broadly, but RNS is the safer fallback for unique regulatory forms not explicitly listed. Given the options, DIRS covers director/executive transactions, and this is a transaction disclosure by a major shareholder/controller (Quilter PLC) in the context of a takeover. However, the most precise fit for a document that is a regulatory filing but doesn't match the specific financial report types (10-K, IR, ER, etc.) is RNS. Let's re-evaluate DIRS vs RNS. DIRS is for 'Report of personal share transactions by company directors and executives (insider trades)'. This is a disclosure by Quilter PLC (an entity, not an individual director) regarding interests during a takeover. Therefore, RNS (General regulatory announcements and fallback) is the most appropriate classification for this specific Takeover Code filing (Form 8.3).
2024-10-01 English
Form 8.3 - DS Smith 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 (DS Smith PLC is mentioned as the offeree). This type of mandatory disclosure regarding insider/significant shareholder dealings during a takeover bid is a specific regulatory filing. While it involves director/insider activity (similar 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 Code Disclosures (Rule 8.3), and it is a mandatory regulatory announcement distributed via RNS, the most appropriate classification is the general 'Regulatory Filings' (RNS), as it is a specific type of regulatory filing that doesn't fit the other defined categories like DIRS (which usually refers to routine director transactions outside of a formal bid context) or MRQ (Major Shareholding Notification, which is broader). Given the explicit mention of RNS distribution and the nature of the filing, RNS is the best fit.
2024-09-30 English
Form 8.3 - DS Smith 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 insider dealings or ownership changes related to a takeover offer. This type of disclosure, which reports personal share transactions by executives or major shareholders related to a specific corporate action (like a takeover), aligns most closely with the 'Director's Dealing' category (DIRS), although it is specifically mandated by the Takeover Code. Since 'Director's Dealing' (DIRS) covers personal share transactions by directors and executives, and this form details the holdings and dealings of Quilter PLC (a major entity) in relation to an offer for DS Smith PLC, DIRS is the most appropriate fit among the provided options for insider/major shareholder transaction reporting. The presence of RNS boilerplate text confirms it is a regulatory announcement, but the specific content points to DIRS.
2024-09-27 English
Form 8.3 - DS Smith PLC
Major Shareholding Notification 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 (DS Smith PLC is mentioned as the offeree). This type of disclosure, mandated by the UK Takeover Code, is a specific regulatory filing related to insider/major shareholder activity during a bid process. While it involves director/insider dealings (DIRS) and major shareholdings (MRQ), the specific regulatory form (Form 8.3) and context (Takeover Code) make it a specialized regulatory announcement. 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 Form 3, 4, or 5 equivalents) or a general MRQ notification.
2024-09-26 English

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