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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 2023-12-21 AGM Information
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
Convening of a Special General Assembly for the Company’s Shareholders on January 4, 2024-amendment
AGM Information Classification · 95% confidence The document explicitly mentions the 'Convening of a Special General Assembly for the Company’s Shareholders on January 4, 2024' and attaches related materials like an 'updated Immediate Report, updated Remuneration Policy & Voting Paper'. A Special General Assembly (SGA) is a type of General Meeting. The filing is an announcement related to this meeting, specifically concerning the convening and associated documents, including a Voting Paper and Remuneration Policy update. Since the core event is the General Assembly, and the document is an announcement/report related to it, AGM-R (AGM Information) is the most appropriate classification, as it covers materials shared during general meetings. Although it mentions an 'Immediate Report' and 'Remuneration Policy', the context frames these as attachments to the SGA notice. The document length is short (3552 chars) and it announces attached materials, but the subject matter is directly tied to the shareholder meeting structure, making AGM-R more specific than a general RPA or RNS.
2023-12-21 English
Phoenix and KSM engaged in two binding agreements with Psagot for the Acquire of assets for a total consideration of NIS 150 million
M&A Activity Classification · 95% confidence The document is an English language report translated for convenience, filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a significant asset transaction (sale of active funds and hedge fund management business) between The Phoenix Investments House Ltd. and Psagot Group for Finance and Investments Ltd. This type of material event disclosure, which is not a standard periodic report (like 10-K or IR) but rather an immediate, material announcement concerning corporate activity (M&A/Asset Sale), typically falls under 'Immediate Reports' in the Israeli regulatory context. Since the definitions provided do not have a specific code for 'Material Event Disclosure' or 'M&A Announcement' that isn't a takeover bid (TAR), and this document is a detailed report of a transaction, it is best classified as a general Regulatory Filing (RNS) or potentially M&A Activity (TAR) if the transaction is deemed a merger/acquisition. Given the nature of asset sales and significant corporate transactions, TAR (M&A Activity) is a strong candidate, but RNS is the general catch-all for immediate, non-periodic regulatory disclosures. However, the content is explicitly about a major asset transaction/sale, which aligns closely with the spirit of M&A Activity (TAR). Since it is a detailed report of a transaction rather than just an announcement of a report, I will lean towards the most specific relevant category, which is TAR, as it describes a major corporate transaction. If TAR is strictly for takeover bids, RNS is the fallback. Given the context of 'sale of activities' and 'non-compete undertaking', it is a significant transaction. I will classify it as RNS as it is a general immediate regulatory disclosure that doesn't perfectly fit the other specific codes, although it relates to M&A.
2023-12-21 English
End of HMO Maccabi Health Services Agreement(Subsidiary)
Regulatory Filings Classification · 99% confidence The document is a formal announcement filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It reports on the termination of a significant insurance agreement between a subsidiary (Phoenix Insurance) and a health service provider (Maccabi). The text explicitly states it is an 'English language report to Israeli corporate' and references previous reports and filing numbers (e.g., 2023-01-138045). This type of immediate, material business update that doesn't fit neatly into specific financial reports (10-K, IR, ER) or corporate actions (DIV, CAP) is best classified as a general regulatory announcement. Since it is a specific, immediate disclosure required by the local regulator (ISA/TASE) and doesn't match the definitions for AGM-R, 10-K, ER, IR, etc., the most appropriate fallback category is Regulatory Filings (RNS). The document length (4631 chars) is substantial enough that it is the report itself, not just an announcement of a report (RPA).
2023-12-19 English
The Phoenix Capital Raising (2009) Ltd.- issuance of two new bond series in total NIS 600 Par value
Capital/Financing Update Classification · 98% confidence The document is an English language report translated for convenience from an Israeli corporation, referencing the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content discusses the planned issuance of new bond series by a subsidiary for raising capital, which is explicitly mentioned as being subject to approvals and potentially not occurring. The document structure, referencing 'Immediate Report' and being published via MAGNA, strongly suggests a regulatory disclosure. Since the core subject is the announcement of a potential financing/capital raising activity (issuance of bonds to be used as tier 2 capital), the most appropriate category is 'Capital/Financing Update' (CAP). It is not a full Annual Report (10-K), an Earnings Release (ER), or a simple announcement of a report publication (RPA), as it contains substantive details about the proposed financing structure and ratings.
2023-12-14 English
2023 Q3 Financial Report - translated version
Interim / Quarterly Report Classification · 100% confidence The document is a comprehensive quarterly financial report for The Phoenix Holdings Ltd. as of September 30, 2023. It includes a Board of Directors' report, consolidated interim financial statements, and various disclosures required for a quarterly period. It is not an announcement of a report (RPA) because it contains the full financial data and statements themselves. It fits the definition of an Interim/Quarterly Report (IR) as it covers a period shorter than a full fiscal year and provides substantive financial analysis and statements. 9M 2023
2023-12-12 English
2023 Q3 Financial Report - translated version
Report Publication Announcement Classification · 95% confidence The document is a cover sheet for a 'convenience translation' of a previously published Hebrew financial report. It explicitly states that the actual report was published on 29 November 2023 and that this document serves as a submission of the translated version. Per the 'Menu vs Meal' rule, since this is a short administrative filing announcing/attaching a report rather than the report itself, it is classified as a Report Publication Announcement. 9M 2023
2023-12-12 English

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