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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 2,509 across all filing types
Latest filing 2026-06-12 Director's Dealing
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
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification under the National Storage Mechanism relating to a transaction by a Person Discharging Managerial Responsibilities (PDMR). It announces that Chris Samuel, a Non-executive Director of Quilter plc, acquired shares via dividend reinvestment. The content focuses on the details of this insider share transaction, including the name of the PDMR, the number of shares acquired, price, and date of transaction. There is no indication of financial results, annual or interim reports, or any other type of corporate report. This type of announcement fits specifically with the definition of a 'Director's Dealing' filing, which reports personal share transactions by company directors and executives.
2026-06-12 English
Form 8.3 - LondonMetric PLC & Schroder REIT
Director's Dealing Classification · 95% confidence The document is a Form 8.3 titled 'Public Opening Position Disclosure/Dealing Disclosure by a Person with Interests in Relevant Securities Representing 1% or More.' It details ownership percentages, share purchases, sales, and short positions related to a takeover offer involving Quilter PLC and a consortium comprising LondonMetric Property PLC and Schroder Real Estate Investment Trust Limited. Such a disclosure is about personal share transactions and holdings by directors, executives, or persons of interest related to takeover activities. This matches the description of Director's Dealing filings, which report personal share transactions by company directors and executives. Furthermore, the document is regulatory and specific to disclosures under the Takeover Code, focusing on holdings and dealings rather than financial results or other report types. Therefore, the appropriate classification is DIRS (Director's Dealing). The document contains detailed data about shareholdings and transactions, not merely an announcement or certification, making a high confidence classification suitable.
2026-06-12 English
Notification of a transaction by a Person Discharging Managerial Responsibilities ("PDMR")
Director's Dealing Classification · 100% confidence The document is a notification of a transaction by a Person Discharging Managerial Responsibilities (PDMR), specifically a Non-executive Director acquiring shares through dividend reinvestment. It details the individual's name, position, transaction details including price, volume, date, and place of transaction. This type of document corresponds to reporting personal share transactions by company directors or executives, typically classified as Director's Dealing.
2026-06-12 English
Form 8.3 announcement
Director's Dealing Classification · 95% confidence The document is a Form 8.3 filing under Rule 8.3 of the UK Takeover Code. It is a public opening position disclosure for persons with interests of 1% or more in relevant securities. The content details holdings, dealings, stock-settled derivatives, and other pertinent information about share positions during a takeover context. It is specific to opening position disclosures and dealings by directors or persons with significant holdings. It does not contain financial results, report summaries, or meeting information. According to filing definitions, reports of personal share transactions by company directors and executives (insider trades) fall under Director's Dealing (DIRS). This document fits the Director's Dealing category as it reports shareholding and transactions of a significant person related to a takeover bid. The document length is 7312 characters, containing full disclosure details consistent with a Director's Dealing report, not merely an announcement or summary, so it is not RNS or RPA. Therefore, the correct classification is DIRS with high confidence.
2026-06-12 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is a TR-1 standard form notification under the UK’s Disclosure and Transparency Rules (DTR) detailing a shareholder’s crossing of a voting rights threshold. It provides ISIN, issuer details, threshold crossing date, and resulting shareholding percentages. This aligns exactly with a Major Shareholding Notification (MRQ).
2026-06-12 English
TR-1: Standard form for notification of major holdings
Major Shareholding Notification Classification · 95% confidence The document is a TR-1 Form ‘Standard form for notification of major holdings,’ detailing the crossing of a voting rights threshold and providing the issuer’s major shareholding notification under DTR. This matches the Major Shareholding Notification category.
2026-06-12 English

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