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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 2021-04-07 Regulatory Filings
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
Update on Letters of Intent
Regulatory Filings Classification · 1% confidence The document is an RNS announcement dated April 7, 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 irrevocable undertakings and letters of intent from shareholders regarding a potential takeover bid. This subject matter—a potential takeover, shareholder support updates, and explicit reference to the Takeover Code—falls directly under the scope of M&A Activity (Takeover/Merger/Acquisition). Therefore, the appropriate classification is TAR (M&A Activity).
2021-04-07 English
Update on Irrevocable Undertaking and LOI's
M&A Activity Classification · 1% confidence The document is an official announcement released via RNS (Regulatory News Service) on April 1, 2021. The content explicitly discusses a 'Possible Offer' for TAVISTOCK INVESTMENTS PLC by TEAM PLC, referencing the 'City Code on Takeovers and Mergers' (the 'Code'), irrevocable undertakings, letters of intent, and disclosure requirements under Rule 2.7, Rule 2.10, and Rule 8 of the Code. This subject matter—a potential takeover or merger activity—directly aligns with the definition for M&A Activity (TAR). Although it is an RNS announcement, the specific content is highly focused on a takeover bid, making TAR a more precise classification than the general RNS fallback.
2021-04-01 English
Update on Letters of Intent
M&A Activity Classification · 1% confidence The document is an RNS announcement dated March 30, 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 discusses non-binding letters of intent from shareholders regarding a potential Scheme of Arrangement or Takeover Offer. This content directly relates to merger proposals or takeover bids. Therefore, the appropriate classification is M&A Activity (TAR). Although it is an RNS announcement, the specific subject matter (Takeover/Merger activity) is more precise than the general 'RNS' fallback.
2021-03-30 English
Potential Offer for Tavistock Investments plc
M&A Activity Classification · 1% confidence The document is an RNS announcement (indicated by 'RNS Number : 1095T' and the use of the National Storage Mechanism) dated March 23, 2021. The content explicitly discusses a 'possible offer for Tavistock Investments plc' by TEAM plc, referencing specific rules of the City Code on Takeovers and Mergers (Rules 2.4, 2.7, 2.5(a), 2.6(a), 8.3, 8.3(a), 8.3(b)). This clearly falls under the category of M&A Activity, specifically a takeover approach announcement. The definition for M&A Activity (Code: TAR) covers 'Announcements and documents related to merger proposals or takeover bids.' Although it mentions disclosure requirements under the Code, the core subject is the takeover proposal itself, making TAR the most specific fit over the general RNS fallback.
2021-03-23 English
Financial Results
Audit Report / Information Classification · 1% confidence The document explicitly states it announces the 'audited results for the period from 4 July 2019 to 30 September 2020'. It contains detailed financial statements, including the Consolidated Statement of Comprehensive Income, Consolidated Statement of Financial Position, and Consolidated Statement of Cash Flow, along with extensive notes. The period covered is longer than a quarter (nearly 15 months), and it is described as the 'first report and audited consolidated financial statements'. While it is an announcement via RNS (indicated by the RNS Number and header), the core content is the full set of audited annual/period financial statements, which aligns best with the comprehensive nature of an Annual Report (10-K) or a comprehensive Interim Report (IR). Since the period is 15 months and it is the first set of audited results, it functions as the primary annual disclosure for that period. However, the definition for 10-K is 'Official yearly report covering company activity and full financial performance.' Given the document is an RNS announcement containing the full audited results for a long period (not a standard 12-month fiscal year, but the first full reporting period post-incorporation/acquisition), and it is not explicitly labeled as a 10-K (which is a specific SEC filing), the most appropriate classification for a comprehensive, audited financial report covering a significant period is the general 'Interim / Quarterly Report' (IR) if it's not a standard 10-K, or if it's the primary annual-like report, 10-K. Since it contains the full audited statements and covers a period longer than a typical quarter, and it is the first such report, it is a comprehensive financial report. Given the options, and the presence of full audited statements, it is closer to a comprehensive report than just an Earnings Release (ER). Since it is not a standard 12-month report, 'IR' (Interim/Quarterly Report) is often used for comprehensive reports that aren't 10-Ks. However, the text refers to it as 'audited results' and it covers a long period. If this were a US filer, it would be a 10-K equivalent. For non-US filers presenting full audited results, 'IR' is often the best fit for comprehensive reports that aren't 10-K. Given the depth and the 'audited' nature, it is a comprehensive report. I will classify it as IR, as it is a comprehensive report for a specific period, even if that period is unusual, and it is not explicitly a 10-K. FY 2020
2021-03-23 English
Holding(s) in Company
Major Shareholding Notification Classification · 1% confidence The document is explicitly identified as an 'RNS Number' filing and contains the header 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership thresholds. This directly corresponds to the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the classification over the general regulatory filing category.
2021-03-09 English

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