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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 2024-07-30 Regulatory Filings
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
The Phoenix Insurance Company Ltd. (Subsidiary) ("Phoenix Insurance") Affirmed at 'A-' International Rating by S&P Global Ratings
Regulatory Filings Classification · 95% confidence The document is titled "Research Update" and details S&P Global Ratings affirming the 'A-' long-term issuer credit rating and financial strength rating for Phoenix Insurance Co. It includes rationale, outlook scenarios, and related criteria, which is characteristic of a credit rating agency's published analysis. This type of document, which analyzes creditworthiness and provides rating opinions, does not fit neatly into the standard SEC filing categories (like 10-K, ER, IR) or common corporate announcements (like DIV, MANG, CT). Since it is a specific analytical report from a rating agency, and not a corporate filing itself, it falls best under the general regulatory/analytical category. Given the provided definitions, 'Regulatory Filings' (RNS) is the most appropriate fallback for specialized, non-standard corporate reports like this credit rating update, as it is a formal published analysis that impacts regulatory standing but isn't a core financial report or management disclosure.
2024-07-30 English
The Phoenix Insurance Company Ltd. (Subsidiary) ("Phoenix Insurance") Affirmed at 'A-' International Rating by S&P Global Ratings
Capital/Financing Update Classification · 99% confidence The document is a very short announcement (3509 characters) filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange. The core content states that S&P Global Ratings affirmed the rating of a subsidiary and explicitly directs the reader to 'see the attached S&P report' and mentions 'Attached hereto is a report on...'. This structure—a brief notification announcing the publication of an external report (the S&P rating report) and directing the user to the attachment—fits the definition of a Report Publication Announcement (RPA) according to Rule 2 (The 'MENU VS MEAL' RULE). It is not the full rating report itself, nor is it a standard regulatory filing like 10-K or IR.
2024-07-30 English
District Court issues a ruling approving withdrawal a request to certify a lawsuit as a class action against The Phoenix Insurance Company Ltd
Legal Proceedings Report Classification · 98% confidence The document text explicitly discusses a ruling from the District Court regarding a class action lawsuit against a subsidiary, The Phoenix Insurance Company Ltd. It details the nature of the lawsuit (allegations of overcharging policyholders) and confirms that the legal proceeding has concluded due to the withdrawal of the class action certification request. This content directly relates to significant legal matters involving the company. Among the provided definitions, 'Legal Proceedings Report' (LTR) is the most appropriate classification for updates on significant lawsuits or regulatory actions. The document is an immediate report published via MAGNA to the Israel Securities Authority and Tel Aviv Stock Exchange, confirming it is a formal regulatory disclosure, but its subject matter is specifically legal.
2024-07-25 English
Amendment to Circular Regarding Measurement of Liabilities – Update of Demographic Assumptions Underlying Life Insurance and their Effects on the Company
Regulatory Filings Classification · 95% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It discusses an update to a circular regarding demographic assumptions affecting life insurance liabilities and solvency ratios. This type of filing, which reports specific, material, non-periodic events or updates that are not standard periodic financial reports (like 10-K or IR), falls under the category of general regulatory announcements or immediate reports. Since it is not a standard financial report, a management discussion, a director's dealing, or a capital change, and it is a specific regulatory update, the most appropriate classification is 'Regulatory Filings' (RNS), which serves as the general category for miscellaneous regulatory announcements not covered by more specific codes. The document length is moderate (5766 chars), but its content is an update on regulatory changes and their financial impact, not the full report itself.
2024-07-25 English
Sale of Company shares by the controlling shareholders
Major Shareholding Notification Classification · 99% confidence The document is a formal letter from Belenus Lux S.à.r.l. to Phoenix Holdings Ltd. detailing the execution of agreements for the sale of a significant portion (approximately 16.48% to 21.43%) of the Company's issued share capital to various parties (Affinity Partners, an Investor, and Delek Group Ltd.). This involves changes in share ownership, transactions, and the transfer of control/pledges related to shareholdings. This type of communication, detailing significant changes in ownership structure and major transactions involving share transfers, aligns best with either a Major Shareholding Notification (MRQ) or a general regulatory filing (RNS). Since it explicitly details the sale of shares constituting a major percentage of the issued capital and the resulting change in control status, it is most closely related to significant ownership changes. However, the core event is the *transaction* itself (sale of shares) rather than just the notification of crossing a threshold, which points towards a transaction/capital event. Given the options, 'Major Shareholding Notification' (MRQ) covers changes in significant share ownership levels, which is the direct consequence of these sales. Alternatively, since it details a large transaction involving the sale of shares, it could be considered a Capital/Financing Update (CAP) or a general Regulatory Filing (RNS). Because the primary focus is on the transfer of large blocks of shares leading to a change in control, MRQ is a strong fit, but the document reads like a direct announcement of a major transaction. Let's re-evaluate the definitions. It is not a proxy statement, dividend notice, or earnings release. It is a notification about share transactions that result in a change in control. The closest fit among the specific codes describing ownership changes is MRQ (Major Shareholding Notification). However, the document is an announcement of the *execution of agreements* for the sale of shares, which is a transaction. If it were a formal SEC/exchange filing reporting the resulting ownership, MRQ would be perfect. As a direct communication announcing the deal execution, it fits well under a general regulatory announcement (RNS) or potentially a Capital/Financing Update (CAP) due to the scale of the share transfer. Given the explicit mention of transactions totaling ~16.48% of capital and the resulting change in control, this is a significant event announcement. Since it details the transaction terms and parties involved, and it's not a standard SEC form like 10-K, RNS is the safest fallback, but MRQ captures the essence of the ownership change. I will classify it as MRQ as it directly relates to changes in significant share ownership levels, even though it's presented as a letter detailing the transaction execution.
2024-07-16 English
Sale of Company shares by the controlling shareholders
Major Shareholding Notification Classification · 99% confidence The document is an 'Immediate report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states it is providing a notice received from controlling shareholders regarding the 'Sale of Company shares'. This type of filing, which reports a significant event or change in control/ownership structure immediately, often falls under general regulatory announcements. Since the core event is a transaction involving controlling shareholders' shares, it relates to ownership changes. However, the document itself is a notification *about* a notice/transaction, not the transaction report itself (like DIRS or SHA). Given the context of immediate reporting of significant corporate events in Israel that don't fit specific SEC forms (like 10-K, ER), and the nature of reporting a notice received, the most appropriate general category for non-standard, immediate regulatory disclosures is RNS (Regulatory Filings). It is not a specific report like 10-K, ER, or IR, nor is it a Director's Dealing (DIRS) which usually reports individual insider trades, but rather a notice about controlling shareholder actions. The document length is short (4076 chars) and it is an announcement of attached information, fitting the RPA/RNS criteria, but RNS is the broader regulatory fallback.
2024-07-16 English

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