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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 2,479 across all filing types
Latest filing 2024-09-19 Regulatory Filings
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
Regulatory Filings 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 interests and dealings in securities during a takeover offer. This type of disclosure, especially when related to a takeover code and filed via RNS (Regulatory Information Service), is a specific type of regulatory filing concerning insider/major shareholder activity during a corporate action. While it involves director/insider dealings (DIRS), the context is specifically tied to a takeover scenario (DS Smith PLC is the offeree). Since the definitions do not have a specific 'Takeover Disclosure' code, and it is a mandatory regulatory filing disseminated via RNS, it fits best under the general 'Regulatory Filings' (RNS) category, as it is a specific regulatory disclosure mandated by the Takeover Code, rather than a general Director's Dealing report (DIRS) which usually refers to Form 3, 4, or 5 filings under SEC rules, or a general M&A Activity announcement (TAR). Given the explicit RNS header and the nature of the disclosure, RNS is the most appropriate general regulatory classification.
2024-09-19 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly starts with 'RNS Number : 8708E' and contains the standard boilerplate footer referencing 'RNS, the news service of the London Stock Exchange' and the FCA. The content details a 'TR-1: Standard form for notification of major holdings' concerning an acquisition/disposal of voting rights by Coronation Fund Managers in Quilter PLC, crossing a threshold. This is a specific regulatory filing related to insider/major shareholder activity, which falls under the general category of regulatory announcements provided via RNS. Since there is no specific code for 'Major Shareholding Notification' that perfectly matches the TR-1 form (MRQ is defined as 'Major Shareholding Notification' but usually refers to changes in ownership percentage thresholds, while TR-1 is the specific form for reporting holdings), and given the document is a direct regulatory disclosure published via the RNS system, the most appropriate general classification is RNS, as it is a standard regulatory announcement.
2024-09-19 English
Form 8.3 - DS Smith PLC
Major Shareholding Notification Classification · 97% 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 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 a takeover disclosure (Form 8.3) is not explicitly covered by 'DIRS' (Director's Dealing, which usually refers to standard insider trading reports like Form 4 or DTR3/DTR4 filings) or 'TAR' (M&A Activity, which is broader). Since this is a specific regulatory filing related to a takeover situation concerning share interests and dealings, and it is not a standard financial report, it fits best under the general regulatory filing category, RNS, as it is a mandatory disclosure disseminated via RNS, or potentially DIRS if we interpret 'Director's Dealing' broadly to include all insider/stakeholder dealings during a bid. Given the structure and the explicit reference to the Takeover Code disclosure rules, it is a specific regulatory announcement. Since 'DIRS' typically covers routine insider transactions, and this is a specific takeover disclosure (Form 8.3), 'RNS' (Regulatory Filings/General Regulatory Announcements) is the most appropriate fallback for this specific, non-standard report type, although it is highly specific. However, looking closely at the definitions, 'DIRS' is for 'Report of personal share transactions by company directors and executives (insider trades)'. Form 8.3 is an insider dealing disclosure related to a takeover. Given the options, 'DIRS' is a strong candidate due to the nature of the disclosure (dealing by a person with interests), but 'RNS' covers general regulatory announcements. Since this is a mandatory disclosure under the Takeover Code disseminated via RNS, and it is not a standard financial report, RNS is the safest classification for a specific, non-standard regulatory filing. Upon review, Form 8.3 is a specific type of insider disclosure related to a takeover. If we must choose between DIRS and RNS, DIRS covers insider trades, and this is a specific insider trade disclosure. Let's re-evaluate: Form 8.3 is a dealing disclosure by a major shareholder/stakeholder during a bid. This is a form of insider dealing/stakeholder activity reporting. I will classify it as DIRS as it directly concerns share transactions by an interested party, which aligns with the spirit of DIRS, even though it's a specific takeover form.
2024-09-18 English
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document is a formal notification filed via RNS (Regulatory News Service) concerning a transaction involving a Person Discharging Managerial Responsibilities (PDMR), specifically the award of shares/options under an incentive plan to the Chief Operating Officer. This type of insider transaction reporting, detailing director/executive dealings, directly corresponds to the definition of 'Director's Dealing' (DIRS). Although it is distributed via RNS, the specific content is about insider trading, making DIRS the most precise classification over the general RNS fallback.
2024-09-18 English
Form 8.3 - DS Smith PLC
Major Shareholding Notification Classification · 97% 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 type of regulatory filing related to insider transactions or major shareholdings, but the most precise category among the provided options that covers director/executive transactions or significant ownership changes is 'Director's Dealing' (DIRS) or 'Major Shareholding Notification' (MRQ). Since this is a mandatory disclosure under the Takeover Code concerning interests in securities during an offer, it is fundamentally a report of insider/significant party dealing/position. Given the options, 'DIRS' (Director's Dealing) is the closest fit for reporting personal share transactions by executives/insiders, although this specific form (Form 8.3) is broader, covering any person holding 1% or more during a bid. However, 'MRQ' (Major Shareholding Notification) is also relevant for crossing thresholds. Since the document details specific dealings and current positions related to a takeover, and it is a mandatory regulatory filing disseminated via RNS, it fits best under the general umbrella of insider/significant transaction reporting. Given the specific nature of Form 8.3, which reports interests/dealings of parties involved in a takeover, and the lack of a specific 'Takeover Disclosure' code, 'DIRS' (Director's Dealing) is often used as the proxy for insider transaction reporting, or 'MRQ' for significant holdings. Since it reports a position of 1.14% and subsequent sales, 'MRQ' (Major Shareholding Notification) is a strong candidate, but 'DIRS' covers the 'dealing' aspect explicitly. Let's re-evaluate the options: DIRS is for director/executive trades. MRQ is for crossing major shareholding thresholds. This is a Form 8.3, which is triggered by being a party to an offer or holding 1%+. Since it details dealings and positions, and is a regulatory filing, 'DIRS' is the most appropriate classification for reporting security transactions by involved parties, even if the filer isn't strictly a director. If we must choose the best fit for transaction reporting by an interested party, DIRS is closer than MRQ, which usually relates to standard market disclosures outside of active M&A. However, the document is clearly a regulatory filing disseminated via RNS. Given the structure and content (Form 8.3), it is a specific regulatory disclosure related to a takeover. If we consider the general nature of the disclosure (insider/significant party transaction reporting), DIRS is the closest fit among the transaction-related codes. I will classify it as DIRS based on the focus on security interests and dealings by an involved party, which aligns conceptually with insider reporting.
2024-09-17 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 (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 is mentioned as the offeree). This type of disclosure, mandated by the UK Takeover Panel, is a specific regulatory filing related to insider interests during a takeover situation. While it contains dealing information, its primary purpose and structure align with specific regulatory disclosure requirements outside the standard periodic reports (10-K, IR, ER). Since it is a specific regulatory disclosure related to a takeover, and not a general announcement (RNS) or a standard periodic report, it fits best under the general 'Regulatory Filings' category (RNS) as a specific type of required disclosure, or potentially 'DIRS' if it were solely director dealing, but Form 8.3 is broader. Given the options, 'RNS' serves as the most appropriate catch-all for specific, non-periodic regulatory disclosures not covered by other codes, although 'LTR' (Legal Proceedings Report) or 'TAR' (M&A Activity) might seem related, Form 8.3 is a specific disclosure requirement during M&A, making RNS the best fit among the provided codes for a non-standard regulatory filing.
2024-09-16 English

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