Skip to main content
Schroders PLC logo

Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
Filings indexed 7,585 across all filing types
Latest filing 2024-05-23 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 - Alpha Financial Markets Consulting 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 relates to disclosures required during a takeover or merger situation concerning interests in relevant securities. This specific type of disclosure, dealing with insider/significant shareholder positions during a takeover, is a specialized regulatory filing. While it involves director/insider activity (related to DIRS) and M&A (related to TAR), the specific format (Form 8.3) and context (Takeover Code disclosure) align best with a general Regulatory Filing (RNS) or potentially a specialized M&A filing, but given the options, it is a mandatory disclosure related to a takeover situation. 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 general category is RNS, as it is a regulatory announcement that doesn't fit the specific definitions of DIRS (personal director dealing) or TAR (M&A activity announcement itself). However, Form 8.3 is fundamentally about insider dealing/position disclosure during a takeover. Given the options, 'DIRS' covers director dealings, and 'TAR' covers M&A activity. Since this is a disclosure required *because* of a potential takeover (Alpha Financial Markets Consulting plc is the offeree/offeror), and it details ownership positions, it is a highly specific regulatory filing. Given the structure and mandatory nature, RNS is the safest fallback, but let's re-evaluate DIRS vs RNS. DIRS is for 'Report of personal share transactions by company directors and executives (insider trades)'. This is an insider trade disclosure related to a takeover. Since the document is a formal regulatory filing disseminated via RNS, and RNS is the fallback for miscellaneous regulatory filings, I will classify it as RNS, as it is a standard regulatory announcement format.
2024-05-23 English
Form 8.3 - Lok'n Store Group 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 an offer (Lok'nStore Group PLC). 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 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 is a mandatory regulatory filing related to a takeover bid (TAR). Since the document details dealings and positions related to an offer, it is most closely related to M&A Activity (TAR) or, if that is too specific, it falls under general Regulatory Filings (RNS). Given that the document is a specific regulatory disclosure concerning an ongoing takeover situation (Lok'nStore Group PLC), it is a type of regulatory announcement. Since 'DIRS' is for general director dealing and this is specific to a takeover, and 'TAR' is for M&A activity/proposals, this disclosure is a direct consequence of M&A activity. If we must choose the closest fit among the options, filings related to takeovers are best categorized under M&A Activity (TAR) or the general Regulatory Filings (RNS). Since the document is a formal regulatory filing disseminated via RNS, and it doesn't perfectly match the specific definitions like DIRS (which is usually Form 3/4/5 equivalent), RNS is the safest general regulatory classification, although TAR is contextually relevant due to the Takeover Code reference. Given the structure and mandatory nature of this specific form (Form 8.3), it is a core regulatory announcement. I will classify it as RNS as it is a general regulatory filing disseminated through the RNS system, which serves as the fallback for specific regulatory disclosures not listed elsewhere, although it strongly relates to TAR (Takeover Activity). Upon review, DIRS covers insider trades, and this is an insider trade disclosure related to a takeover. Since there is no specific 'Takeover Disclosure' code, RNS is the appropriate fallback for specific regulatory forms not listed.
2024-05-23 English
Form 8.3 - John Wood Group PLC
Regulatory Filings 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, specifically in relation to an offer involving 'Wood Group (John) plc'. This type of mandatory disclosure related to takeover activity and insider/significant shareholder dealings is a specific regulatory filing. While it involves director/insider activity (related to DIRS) and share ownership changes (related to MRQ), the specific context of a Takeover Code disclosure (Form 8.3) is best categorized under the general regulatory filing umbrella, as there is no specific code for 'Takeover Disclosure'. Given the options, 'Regulatory Filings' (RNS) is the most appropriate general category for mandatory disclosures issued via RNS that don't fit the highly specific categories like DIV, DIRS, or MRQ, although DIRS is close. However, since this is a formal disclosure mandated by the Takeover Code and distributed via RNS, RNS serves as the best fit among the provided codes for non-standard, mandatory regulatory announcements.
2024-05-23 English
Form 8.3 - BHP Group Limited
Regulatory Filings Classification · 95% 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 (in this case, involving BHP Group Limited and Anglo American PLC). This type of disclosure relates to insider/significant shareholder dealings during a takeover scenario. While it involves dealings, the specific regulatory form (Form 8.3) is a specialized disclosure related to takeover activity, which is best categorized under the general 'Regulatory Filings' (RNS) as it is a mandatory filing to a Regulatory Information Service (RNS) concerning a takeover situation, rather than the specific 'Director's Dealing' (DIRS) which usually refers to Form 3, 4, or 5 filings under general securities law, or 'Major Shareholding Notification' (MRQ) which is for crossing ownership thresholds outside of a formal offer context. Given the context of the Takeover Code and the RNS distribution header, RNS is the most appropriate general regulatory category for this specific mandatory disclosure.
2024-05-22 English
Form 8.3 - Anglo American 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 a mandatory disclosure related to takeover activity (specifically mentioning Anglo American PLC and BHP Group Limited). This type of disclosure, which reports insider/significant shareholder positions and dealings during a takeover process, does not fit neatly into the standard financial report categories (10-K, IR, ER). It is a specific regulatory filing related to corporate actions/takeovers. Since there is no specific code for 'Takeover Disclosure Form 8.3', the most appropriate general category for mandatory regulatory disclosures that don't fit elsewhere is 'Regulatory Filings' (RNS). The document is a full disclosure, not an announcement of a report, so RPA is incorrect. It is not a Director's Dealing report (DIRS) as it is specifically a Takeover Code disclosure (Form 8.3) concerning interests in an offeree/offeror.
2024-05-22 English
Form 8.3 - Wood Group (John) 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 related to a takeover offer (here, involving Wood Group (John) plc). This type of disclosure, mandated by a regulatory body (The Takeover Panel), is a specific type of regulatory announcement. Since there is no specific category 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 an earnings release, annual report, or director's dealing in the traditional sense (though it involves director/insider interests, the context is a takeover bid disclosure). Given the structure and source (RNS Number), RNS is the best fit.
2024-05-22 English

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.