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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 2024-03-27 Investor Presentation
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
Financial Statements 2023 Investor Presentation
Investor Presentation Classification · 98% confidence The document text explicitly mentions 'Investor Presentation' and 'Financial Statements 2023 Investor Presentation'. It is a document intended for investors, detailing financial information, which strongly aligns with the Investor Presentation (IP) category. Although it is filed with regulatory bodies (ISA, TASE), the content itself is a presentation, not a standard regulatory form like 10-K or IR. The document length is short (2868 chars) and it states 'Attached hereto is a report on *Financial Statements 2023 Investor Presentation*', which suggests it might be an announcement of the presentation. However, given the title 'Investor Presentation' is the primary descriptor of the content being filed, IP is the most accurate content classification. If the document were purely a cover letter announcing the attachment, RPA or RNS would be considered, but the body seems to be the metadata surrounding the presentation itself. Given the strong content indicator, IP is chosen over RPA/RNS.
2024-03-27 English
A Claim and a Motion to Certify the Claim as a Class Action Against The Phoenix Insurance Company Ltd
Legal Proceedings Report Classification · 98% confidence The document text explicitly describes a legal matter: 'A Claim has been filed at the District Court � Tel Aviv-Yafo against a subsidiary of the Company... accompanied by a motion to certify the claim as a class action'. It details the nature of the claim (insurance compensation dispute) and the potential damages (NIS 80 million). This content directly relates to significant legal proceedings involving the company. Although it is an 'Immediate Report Notice' filed with the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE), the core subject matter is the legal action itself, not a general regulatory announcement (RNS) or a report on management/board changes. Therefore, the most specific category is Legal Proceedings Report (LTR).
2024-03-18 English
The Phoenix Investments House (Subsidiary) Asset Transaction with Psagot Group - all the conditions have been fulfilled and the transaction will be completed on March 21, 2024
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 announces the fulfillment of conditions and the completion date for a previously reported asset transaction (acquisition of funds activities and shares). The text explicitly states it is an 'English language report to Israeli corporate' and mentions 'References of previous reports relating to this matter'. Crucially, the document structure, the reference to ISA/TASE reporting, and the content (an update on a significant corporate event) strongly suggest it is a mandatory regulatory disclosure. Since it is an immediate update on a corporate action (M&A/Asset Transaction) and not a full periodic report (10-K, IR), it fits best under the general category for regulatory announcements that are not covered by more specific codes like DIV, DIRS, or ER. Given the context of immediate, specific corporate updates required by regulators, and lacking a specific code for 'Immediate Corporate Action Update', the most appropriate general classification for a non-periodic, mandatory regulatory filing that doesn't fit elsewhere is 'Regulatory Filings' (RNS). However, since the content is a specific update on a transaction, and the document is short (4963 chars) and appears to be an announcement *of* the finalization, it is a specific type of immediate report. Given the options, and recognizing this is a mandatory filing updating a prior event, RNS is the safest fallback. If 'TAR' (M&A Activity) were interpreted broadly, it could fit, but this is a *completion notice* following M&A activity, not the initial proposal. RNS serves as the best catch-all for these specific, non-periodic regulatory updates.
2024-03-13 English
The Company intends to publish its 2023 financial reports on March 27, 2024, A conference call will be held on March 27, 2024 at 5pm (Israel time) / 3pm (UK) / 11am (ET) in English
Report Publication Announcement Classification · 98% confidence The document is a short announcement (2125 characters) addressed to the Tel Aviv Stock Exchange and the Israel Securities Authority. The key phrases are "publish will" and "Reports Financial The... available be will". It explicitly states that the Annual and 4Q 2023 Financial Reports will be published on a specific date and will be available on the company's website and the regulatory website. It also announces conference calls to discuss these results. According to Rule #2 (The "MENU VS MEAL" RULE), a short document announcing the publication of reports, rather than containing the full reports themselves, should be classified as a Report Publication Announcement (RPA).
2024-03-03 English
The Company intends to publish its 2023 financial reports on March 27, 2024, A conference call will be held on March 27, 2024 at 5pm (Israel time) / 3pm (UK) / 11am (ET) in English
Report Publication Announcement Classification · 98% confidence The document explicitly states its purpose: 'Subject: 2023 annual financial results publication and conference call'. It announces the intention to publish the '2023 financial reports on March 27, 2024' and details the accompanying conference call. Crucially, the document itself is short (under 5,000 characters) and mentions that the actual report is attached ('Attached hereto is a report on... 2023_Financial_Reports_isa.pdf') and that the English translation of the full annual reports will be published later. According to Rule 2 (The 'MENU VS MEAL' Rule), when a document announces the publication of a report and provides the report as an attachment or link, it should be classified as a Report Publication Announcement (RPA), not the full report itself (like 10-K or IR).
2024-03-03 English
A Claim and a Motion to Certify the Claim as a Class Action Against The Phoenix Insurance Company Ltd
Legal Proceedings Report Classification · 99% confidence The document is an 'Immediate Report Notice' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a legal matter: a claim and motion for class action certification against a subsidiary. This type of disclosure regarding significant legal proceedings falls under the category of reporting material events that are not standard periodic financial reports. Since it is a report on a significant legal matter, the most appropriate classification is 'Legal Proceedings Report' (LTR). It is not an Earnings Release (ER), Annual Report (10-K), or a general Regulatory Filing (RNS), as LTR is more specific for litigation updates.
2024-02-26 English

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