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The Phoenix Holdings Ltd. — Investor Relations & Filings

Ticker · PHOE ISIN · IL0007670123 LEI · 25490015L0U3B0LOC164 TA Financial and insurance activities
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Filings indexed 1,047 across all filing types
Latest filing 2025-03-14 Notice of Dividend Amou…
Country IL Israel
Listing TA PHOE

About The Phoenix Holdings Ltd.

https://www.fnx.co.il

Phoenix Financial Ltd., formerly The Phoenix Holdings Ltd., is a diversified financial services group with major operations in insurance, asset management, and credit. The company provides a comprehensive range of multi-line insurance products, including life and savings, pensions, health, and property and casualty coverage such as automotive and travel insurance. In the investment sector, the group offers asset management services and various investment solutions, including passive investment tracks. Additionally, Phoenix Financial provides consumer credit and financing services, supported by a significant distribution network and digital platforms for client management.

Recent filings

Filing Released Lang Actions
Dividend of 2.25293 NIS for share, Record Day: March 20, 2025, payment day: March 27, 2025
Notice of Dividend Amount Classification · 99% confidence The document explicitly states the subject is 'Dividend Distribution 2024 - NIS 565,000'000.' and includes details about the distribution amount. This directly corresponds to the definition of a Notice of Dividend Amount (DIV). Although it is filed via the Israeli system (ISA/MAGNA), the core content is a dividend announcement, not a general regulatory filing (RNS) or a report publication announcement (RPA), as it contains the substantive information itself, not just a notice that a report is attached (though a PDF is mentioned, the primary subject line is the dividend itself). Since DIV is a specific category for dividend announcements, it is preferred over the general RNS.
2025-03-14 English
Update on the Company's Reporting and Disclosure Policy regarding Legal Claims
Legal Proceedings Report Classification · 95% confidence The document is dated March 13, 2025, and is addressed to the Israel Securities Authority and the Tel Aviv Stock Exchange Ltd. The subject is an 'Update on the Company's Reporting and Disclosure Policy regarding Legal Claims.' The text details changes approved by the Board of Directors concerning how the company assesses and reports legal claims, specifically referencing 'Regulation 36 to the Securities Regulations (Periodic and Immediate Reports), 1970' and the inclusion of information in financial statements. This document is not a full financial report (10-K or IR), nor is it a simple announcement of a report (RPA). It is a specific regulatory disclosure concerning internal policy changes related to legal risk reporting, which falls under the scope of ongoing regulatory compliance and disclosure requirements. Since it directly addresses the rules for reporting legal proceedings and contingent liabilities, it is most closely related to Legal Proceedings Reports (LTR) or general Regulatory Filings (RNS). Given that it is an announcement about a change in policy regarding legal claims reporting, and not the report of a specific legal claim itself, it functions as a general regulatory update. However, because the core subject matter is explicitly about 'Legal Claims' and how they are reported, 'Legal Proceedings Report (LTR)' is a strong candidate if the policy change itself is considered a reportable event. Since the definitions do not explicitly cover 'Policy Updates on Reporting,' and it is a formal announcement to regulators about compliance procedures related to legal matters, it fits best as a specific type of regulatory disclosure. Given the focus on legal claims and contingent liabilities, LTR is highly relevant, but RNS serves as the best general regulatory disclosure fallback. Since the content is entirely about the process of reporting legal claims, LTR is the most specific fit among the provided options that deal with legal matters, even though it's a policy change rather than a claim report. If LTR is strictly for updates *on* claims, RNS is safer. However, the content is highly specific to legal claims reporting procedures. I will classify this as a Legal Proceedings Report (LTR) because the entire document revolves around the reporting standards for legal claims, which is a core component of LTR documentation, even if it's a policy update rather than a specific claim filing.
2025-03-13 English
Update on the Company's Reporting and Disclosure Policy regarding Legal Claims
Report Publication Announcement Classification · 98% confidence The document is a formal filing submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states it is an 'English language report to Israeli corporate' and that it is 'Attached hereto is a report on *Update on the Company's Reporting and Disclosure Policy regarding Legal Claims*'. The document itself is very short (2955 characters) and serves primarily to announce the availability of an attached PDF report concerning legal claims. This structure—a brief announcement referencing an attached, more detailed report—fits the definition of a Report Publication Announcement (RPA). It is not the full legal report itself, nor is it a standard periodic report like 10-K or IR. Since it announces the publication of a specific report, RPA is the most appropriate classification based on the 'MENU VS MEAL' rule.
2025-03-13 English
Financial Investor Presentation 2024
Investor Presentation Classification · 98% confidence The document is titled "2024 Results Phoenix Financial" and contains extensive financial highlights, segment breakdowns (Insurance, Asset Management, Distribution, Credit), strategic targets, and detailed performance metrics for the year 2024. It explicitly discusses 'Financial Results', 'Comprehensive Income', 'Core Income', 'ROE', and dividend policy. This content structure is characteristic of an annual financial review presentation, often accompanying or summarizing the full Annual Report (10-K) or an Investor Presentation (IP). Given the depth of financial data, segment analysis, and strategic outlook presented in a slide deck format (implied by the structure and image placeholders), it strongly aligns with an Investor Presentation (IP). It is not a brief announcement (RPA/RNS), nor is it the full regulatory 10-K, but rather a detailed presentation for investors summarizing the year's performance and future strategy.
2025-03-13 English
Financial Investor Presentation 2024
Investor Presentation Classification · 98% confidence The document text explicitly states 'Phoenix Financial Investor Presentation 2024' multiple times and includes a table entry confirming: 'Attached hereto is a report on *Phoenix Financial Investor Presentation 2024*'. An Investor Presentation (IP) is a detailed presentation for investors focusing on financials, strategy, and market position. Although this filing appears to be a cover sheet or regulatory filing announcing the presentation (indicated by the ISA/TSE headers and the short length relative to a full presentation), the core subject matter is clearly the Investor Presentation itself. Given the options, 'Investor Presentation' (IP) is the most accurate classification for the content being filed/announced, rather than a general Regulatory Filing (RNS) or Report Publication Announcement (RPA), as the specific document type is named.
2025-03-13 English
The Commissioner of the Capital Markets, Insurance, and Savings Authority Instructions to the Company Regarding the Nomination Process of Directors in The Phoenix Insurance Company Ltd. and The Phoeni
Board/Management Information Classification · 99% confidence The document is a formal notification from PHOENIX FINANCIAL LTD to the Tel Aviv Stock Exchange and the Israel Securities Authority regarding instructions received from the Commissioner of the Capital Markets, Insurance, and Savings Authority concerning the nomination process for Directors in its subsidiaries (Phoenix Insurance and Phoenix Pension and Provident Fund). The content details regulatory frameworks, committee compositions for director nominations, and transitional provisions for board appointments. This type of communication, detailing significant governance changes, board structure, and regulatory compliance related to management appointments, aligns best with Board/Management Information (MANG) or Governance Information (CGR). Since the core subject is the *nomination process of Directors* and the structure of the Board of Directors (BOD) under new regulatory mandates, MANG (Board/Management Information) is the most precise fit, as it covers changes in the board structure and appointment procedures. It is not a general governance report (CGR) but a specific announcement about director appointments and management structure changes dictated by a regulator.
2025-02-27 English

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