Skip to main content
Schroders PLC logo

Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
Open in API
Filings indexed 7,590 across all filing types
Latest filing 2023-10-09 Regulatory Filings
Country GB United Kingdom
Listing IL SDR

About Schroders PLC

https://www.schroders.com/

Schroders PLC is a global asset and wealth management company. It serves a diverse international clientele, including institutions, financial intermediaries, high-net-worth individuals, and family offices. The firm provides a broad range of actively managed investment solutions that span both public and private markets. Key business areas include comprehensive wealth management services, delivered through brands such as Cazenove Capital, and specialized private asset management, including renewable infrastructure investments. The company leverages its global platform and expertise to help clients achieve their financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Tribal Group PLC
Regulatory Filings Classification · 95% confidence The document explicitly states it is a 'FORM 8.3' titled '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 form relates to disclosures required during a takeover situation involving 'Tribal Group PLC'. While it contains specific dealing information, the primary nature of this filing is a mandatory disclosure related to a takeover event, which falls under regulatory requirements concerning market activity during such periods. However, none of the specific codes (like TAR for M&A activity) perfectly capture this specific regulatory disclosure form (Form 8.3). Since it is a mandatory regulatory filing disseminated via RNS (as indicated by the header and footer), and it doesn't fit the definitions for Director's Dealing (DIRS), Major Shareholding Notification (MRQ), or M&A Activity (TAR) which usually cover the transaction itself rather than the specific takeover code disclosure, the most appropriate general regulatory category is 'Regulatory Filings' (RNS), as it is a specific regulatory announcement not covered by other detailed categories.
2023-10-09 English
Form 8.3 - Impellam Group Plc
M&A Activity Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offer for 'Impellam Group plc'. This type of disclosure relates to insider trading or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of the Takeover Code disclosure (Form 8.3) is not explicitly covered by the provided definitions (AGM-R, 10-K, AR, MANG, CT, CAP, DVA, DLST, DIRS, ER, SR, XLSX, FS, CGR, IRAT, IR, IP, LTR, TAR, MRQ, MDA, NAV, DIV, PSI, RNS, DEF 14A, RPA, SHA, POS). However, Form 8.3 filings are mandatory regulatory disclosures related to M&A activity (Takeover Code). The closest fit among the provided codes that captures regulatory filings related to corporate actions or ownership changes, especially those outside the standard financial reports, is 'Regulatory Filings' (RNS) or potentially 'Major Shareholding Notification' (MRQ) or 'M&A Activity' (TAR). Since this is a specific disclosure mandated by the Takeover Panel regarding an ongoing offer (M&A context), 'TAR' (M&A Activity) is a strong candidate, but 'RNS' (Regulatory Filings) is the general catch-all for mandatory, non-standard regulatory forms. Given the structure and the explicit mention of RNS distribution service at the end, and the fact that Form 8.3 is a specific regulatory filing, 'RNS' is the most appropriate general classification when a more specific M&A code (TAR) might be too broad or when the filing is primarily about disclosure compliance rather than the transaction itself. Since the document details dealings/positions during a takeover, 'TAR' is also highly relevant. Let's re-evaluate the definitions. 'TAR' is for M&A Activity (merger proposals or takeover bids). Form 8.3 is directly triggered by a takeover bid. Therefore, TAR is more specific than RNS. Upon final review, Form 8.3 is a mandatory disclosure during a takeover process. 'TAR' (M&A Activity) is the best fit for documents directly related to takeover bids/proposals.
2023-10-06 English
Form 8.3 - Impellam Group Plc
Major Shareholding Notification Classification · 99% 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' concerning an offer (Impellam Group plc). This type of disclosure relates to insider trading or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of a Takeover Code disclosure (Form 8.3) is not explicitly covered by the provided definitions (AGM-R, 10-K, AR, MANG, CT, CAP, DVA, DLST, DIRS, ER, SR, XLSX, FS, CGR, IRAT, IR, IP, LTR, TAR, MRQ, MDA, NAV, DIV, PSI, RNS, DEF 14A, RPA, SHA, POS). However, Form 8.3 filings are mandatory regulatory disclosures related to takeover activity. Since the document details personal share transactions by an entity (Schroders plc) in relation to an offer, it is most closely related to insider dealings (DIRS). Given the specific nature of this filing (Takeover Code disclosure), and the lack of a specific code for 'Takeover Disclosure', the most appropriate general category that captures insider/director dealing activity is DIRS (Director's Dealing). Alternatively, as a mandatory regulatory filing not fitting other specific categories, RNS (Regulatory Filings) could be considered. Since it is a specific disclosure about dealing by a person with interests, DIRS is a stronger fit than the general RNS fallback, although DIRS is usually reserved for directors, this is a major shareholder/controller disclosure under takeover rules. Revisiting the definitions: DIRS is 'Report of personal share transactions by company directors and executives (insider trades)'. Form 8.3 is an insider trade disclosure related to a takeover. TAR is M&A Activity. Since this is a disclosure *about* the dealing during an M&A event, and it details specific transactions, DIRS is the closest fit for the *content* (dealing disclosure). If DIRS is too narrow (only directors/executives), RNS is the fallback. Given the context of dealing disclosure, I will classify it as DIRS, recognizing it is a specific regulatory form for insider dealing during a bid. Upon final review, Form 8.3 is a mandatory disclosure under the Takeover Code, which is a specific regulatory event. If the document was purely about a director buying/selling shares outside of a takeover context, DIRS would be perfect. Since it is tied to a takeover (TAR), and it is a regulatory filing (RNS), I will choose RNS as the most accurate general regulatory category when a specific takeover disclosure code is missing, as it is a standard regulatory announcement format (RNS Number present). However, the core content is dealing disclosure. Let's check DIRS again. DIRS covers 'insider trades'. This is an insider trade disclosure. I will stick with DIRS as the content classification is stronger than the general filing mechanism classification (RNS).
2023-10-04 English
Directorate Change
Board/Management Information Classification · 98% confidence The document is very short (1518 characters) and announces a specific corporate event: a 'Directorate change'. It explicitly states that Richard Keers has stepped down as Executive Director and CFO, succeeded by Richard Oldfield. This directly matches the definition for Board/Management Information (MANG). Although it is distributed via RNS, the content is specific enough to warrant the MANG classification over the general RNS fallback.
2023-10-02 English
Form 8.3 - Blancco Technology Group PLC
Director's Dealing Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE'. This type of disclosure relates to insider transactions or significant holdings during a takeover scenario. This specific filing concerns Schroders PLC dealing in relation to Blancco Technology Group plc, which falls under insider dealing/director's dealing rules, although it is specifically mandated by the Takeover Code. Among the provided codes, 'DIRS' (Director's Dealing) is the closest fit for reporting personal share transactions by executives/insiders, even though this is a specific Takeover Code disclosure (Form 8.3). Since it details dealings by a major shareholder/controller during a potential takeover, it is fundamentally an insider transaction report. It is not a general regulatory filing (RNS) because it is highly specific to insider dealing rules, nor is it a general earnings release or annual report.
2023-09-28 English
Form 8.3 - ROUND HILL MUSIC ROYALTY FUND LIMITED
Regulatory Filings Classification · 95% 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' concerning an offeror/offeree (Round Hill Music Royalty Fund Limited). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of the Takeover Code disclosure (Form 8.3) is highly specialized. It is not a general Director's Dealing report (DIRS) but a specific filing related to M&A activity (TAR) or a general regulatory disclosure. Given the options, this specific disclosure mandated by the Takeover Panel regarding interests in securities during an offer is best categorized as a specialized regulatory filing related to M&A activity or, more broadly, a specific regulatory disclosure. Since 'TAR' (M&A Activity) is for merger *proposals* or *bids*, and this is a disclosure *during* an ongoing situation governed by the Takeover Code, it fits best under the general 'Regulatory Filings' (RNS) as it is a mandatory filing to the Regulatory Information Service (RNS) concerning takeover rules, which is a specific type of regulatory announcement not covered by the other codes like DIRS (which is usually for routine insider trades outside of a formal offer context). However, Form 8.3 is fundamentally about ownership/dealing during a takeover, making it highly relevant to M&A. Let's re-evaluate: DIRS is for director's personal trades. This is a disclosure by a major shareholder/controller (Schroders plc) regarding an offer. This is a specific regulatory requirement tied to the takeover process. Since there isn't a specific code for 'Takeover Disclosure Form 8.3', RNS (General Regulatory Filings) is the most appropriate fallback for a mandatory, non-standard report filing, although it is closely related to TAR. Given the structure and mandatory nature of the filing to RNS, RNS is the safest classification for a specific regulatory form not explicitly listed.
2023-09-28 English

Browse filings by year

27 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.