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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 2,503 across all filing types
Latest filing 2026-06-10 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 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 90% confidence The document is an RNS Form 8.3 Public Opening Position Disclosure under Rule 8.3 of the UK Takeover Code, where a person (Quilter PLC) with interest ≥1% discloses shareholdings and dealings. This is a threshold/shareholding notification rather than director insider trades. It fits the “Major Shareholding Notification” category.
2026-06-10 English
Form 8.3 announcement
Director's Dealing Classification · 90% confidence The document is a Form 8.3 Public Opening Position Disclosure/Dealing Disclosure under Rule 8.3 of the UK Takeover Code, detailing positions and trades in relevant securities by a person with interests representing 1% or more. This is an insider dealing disclosure rather than a full financial report or other meeting materials. The closest category in our taxonomy for share transactions and insider dealings is “Director’s Dealing” (DIRS).
2026-06-10 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Major Shareholding Notification Classification · 92% confidence The document is a UK Takeover Code Form 8.3 disclosing a person’s opening position (and subsequent dealings) in a target company’s securities at or above the 1% threshold. This is a threshold‐crossing major shareholding notification rather than an insider executive trade, corporate report, or AGM material. Thus it maps to a Major Shareholding Notification (MRQ).
2026-06-09 English
Form 8.3 - Advanced Medical Solutions Group PLC
Major Shareholding Notification Classification · 85% confidence The document is an RNS Form 8.3 “public opening position disclosure/dealing disclosure” under Rule 8.3 of the UK Takeover Code, reporting Quilter PLC’s 1.07% stake in Advanced Medical Solutions Group. This is a notification of a significant shareholding crossing the 1% threshold, fitting the “Major Shareholding Notification” category (MRQ).
2026-06-09 English
Dealing Disclosure - Form 8.3
Major Shareholding Notification Classification · 90% confidence The document is a UK Takeover Code Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing that Quilter PLC holds and dealt in shares of Advanced Medical Solutions Group PLC representing over 1% of its share capital. This is a mandatory threshold-crossing notification of significant share ownership levels, matching the Major Shareholding Notification definition (MRQ).
2026-06-09 English
Dealings Disclosure - Form 8.3
Major Shareholding Notification Classification · 91% confidence The document is a UK Takeover Panel Form 8.3 “Public Opening Position Disclosure/Dealing Disclosure” showing a person’s interests in relevant securities (≥1%) and their purchase/sale details. It is a regulatory notification of significant shareholding positions and changes under the Takeover Code, not a director’s personal trade, dividend notice, or annual report. Therefore it best fits the Major Shareholding Notification category (MRQ).
2026-06-09 English

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