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TEAM PLC — Investor Relations & Filings

Ticker · TEAM ISIN · JE00BM90BX45 LEI · 213800EP1CI5ANR7RP18 IL Financial and insurance activities
Filings indexed 174 across all filing types
Latest filing 2021-04-29 AGM Information
Country JE Jersey
Listing IL TEAM

TEAM PLC is a financial services group specializing in wealth and asset management. The company provides discretionary investment management, financial advisory, and treasury services to an international client base that includes private and ultra-high-net-worth individuals, family offices, and corporate entities. The group operates through several subsidiaries, including TEAM Asset Management, which functions as its systematic process asset management engine, and JCap Treasury Services.

Recent filings

Filing Released Lang Actions
Notice of AGM
AGM Information Classification · 1% confidence The document explicitly states 'Notice of Annual General Meeting' and details the date, time, and location of the AGM, along with instructions for shareholders regarding proxy voting and virtual attendance via conference call. This content directly relates to the preparation and announcement for the Annual General Meeting. Therefore, the appropriate classification is AGM Information (AGM-R). The document length is relatively short (4166 chars) and serves as a notice, which aligns with the spirit of an AGM-R, rather than a full proxy statement (DEF 14A) or voting results (DVA).
2021-04-29 English
Update on Possible Offer
M&A Activity Classification · 1% confidence The document is an official announcement disseminated via RNS (RNS Number: 0726W) and explicitly references the UK City Code on Takeovers and Mergers (Rule 2.8). The content details that TEAM plc is withdrawing its possible offer for Tavistock Investments plc. This is a specific corporate action related to a potential merger or takeover bid. Based on the definitions, the most appropriate category for announcements related to merger proposals or takeover bids is 'M&A Activity' (Code: TAR). Although it is distributed via RNS, the specific subject matter overrides the general 'RNS' fallback.
2021-04-20 English
Update on Letters of Intent
M&A Activity Classification · 1% confidence The document is an RNS announcement dated April 9, 2021, concerning an 'UPDATE ON SHAREHOLDER SUPPORT RECEIVED FOR POSSIBLE OFFER' involving TEAM plc and Tavistock Investments Plc. It explicitly references the 'City Code on Takeovers and Mergers (the "Code")' and details shareholder support levels (irrevocable undertakings and letters of intent) for a potential offer. This content directly relates to M&A activity, specifically a takeover/merger proposal. The filing type 'TAR' (M&A Activity) is the most appropriate classification. Although it is distributed via RNS, the core subject matter is the takeover bid update, not a general regulatory announcement or a report publication announcement.
2021-04-09 English
Form 8.3 - [Odin Investment Management Ltd]
Regulatory Filings Classification · 1% 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 offeror/offeree (TEAM plc). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity, the specific context of the Takeover Code disclosure (Form 8.3) is not covered by the 'Director's Dealing' (DIRS) definition, which usually refers to standard insider transaction reports (like Form 3, 4, 5 in the US context, or similar standard notifications). Since this is a specific regulatory filing related to a takeover situation and ownership disclosure, and it doesn't fit perfectly into the other specific categories (like 10-K, ER, DIV, etc.), the most appropriate general regulatory category is 'Regulatory Filings' (RNS), as it is a mandatory disclosure to the Regulatory Information Service (RNS) regarding takeover activity.
2021-04-08 English
Form 8.3 - [Sami Haidar / Prima]
Director's Dealing Classification · 1% confidence The document is explicitly titled 'FORM 8.3' and concerns '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 type of filing relates to insider transactions or significant ownership changes during a takeover scenario. This specific disclosure details the interests and short positions of Sami Haidar / Prima Investment Limited in TEAM plc. This falls under the category of reporting personal share transactions by executives or significant shareholders, which aligns most closely with 'Director's Dealing' (DIRS) or, more broadly, a specific regulatory disclosure. Since 'Director's Dealing' (DIRS) covers personal share transactions by directors and executives, and this is a mandatory disclosure related to ownership changes/dealings under takeover rules, DIRS is the most appropriate specific code, although it is a takeover-related disclosure. Given the options, DIRS captures the essence of reporting personal security interests/dealings. If DIRS was not available, RNS would be the fallback, but DIRS is a better fit for insider/director dealing reports.
2021-04-08 English
Form 8.3 - [Bubbles Investments Limited]
Director's Dealing Classification · 1% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code (the "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/significant shareholder dealings, often in the context of a takeover or merger activity, but the form itself is a specific regulatory filing concerning director/insider transactions. Reviewing the provided definitions, 'Director's Dealing (Code: DIRS)' covers 'Report of personal share transactions by company directors and executives (insider trades)'. Although this is a Form 8.3 related to the Takeover Code, it fundamentally reports on ownership and dealings by a significant party, aligning best with the DIRS category among the specific options, as it details ownership percentages and dealings of securities by an interested party (Bubbles Investments Limited). Since it is a specific regulatory disclosure about share transactions/holdings, DIRS is the most appropriate fit over the general 'RNS' fallback.
2021-04-08 English

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