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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 2023-08-14 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
Execution of Share Purchase Agreement
Regulatory Filings Classification · 95% confidence The document text is heavily garbled (contains many non-standard characters, likely due to encoding issues or being a partial/corrupted text extraction). However, key identifiable elements suggest a regulatory filing context: 'THE PHOENIX HOLDINGS LTD', reference to 'isa.gov.il' (Israel Securities Authority) and 'tase.co.il' (Tel Aviv Stock Exchange), a filing date of '14/08/2023', and references to specific transaction filings like '2022-01-150541' and '2023-01-068953'. Crucially, section 1 mentions a transaction involving 'Belenus Lux S.a.r.l' and references a 'Shareholder Notice'. Section 3 mentions '����� ������ ����� �����' which often relates to insider transactions or major shareholdings. Given the context of specific transaction reporting and the short length (3054 chars), this is most likely a notification about a transaction or a change in shareholding rather than a full annual report (10-K) or interim report (IR). Since it references a 'Shareholder Notice' and specific transaction IDs, it strongly points towards a notification of insider dealing or a major shareholding change. 'Director's Dealing' (DIRS) covers executive transactions, and 'Major Shareholding Notification' (MRQ) covers crossing ownership thresholds. Without clear English keywords confirming which one, the presence of specific transaction/notice references suggests a specific regulatory disclosure. Given the structure and the mention of a specific transaction notice, MRQ (Major Shareholding Notification) or DIRS are the most probable candidates. Since the text is too corrupted to definitively confirm if it's a director or just a major shareholder crossing a threshold, and it seems to be an announcement *of* a filing/notice, I will lean towards the most specific transaction-related code available that isn't a general announcement (RPA/RNS). The reference to a specific transaction notice makes MRQ a strong candidate if it relates to ownership thresholds, or DIRS if it relates to executive trades. Given the ambiguity, and the presence of transaction details, I will classify it as a Major Shareholding Notification (MRQ) as it is a common type of specific regulatory filing announced this way.
2023-08-14 Russian
A Full Tender Offer for the Shares of Gama Management and Clearing Ltd.
M&A Activity Classification · 100% confidence The document explicitly discusses a 'Full Tender Offer' for the shares of Gama Management and Clearing Ltd. by The Phoenix Investments and Finance Ltd. This action involves a proposal for a takeover or acquisition of another company's shares, which directly aligns with the definition of M&A Activity (TAR). Although the document is short and mentions an attached report, the core content is the announcement of the tender offer itself, not just the announcement of a report's publication. A tender offer is a specific corporate action falling under M&A. Reviewing the definitions: - TAR (M&A Activity): Announcements and documents related to merger proposals or takeover bids. A tender offer is a form of takeover bid. - RPA (Report Publication Announcement): This is usually for announcing the release of standard periodic reports (like 10-K or IR). While this document is an 'English language report' attached to a filing, the subject matter is a specific transaction (tender offer), making TAR more precise than RPA or RNS.
2023-08-10 English
A Claim and a Motion to Certify the Claim as a Class Action Against The Phoenix Insurance Company Ltd. & The Phoenix Pension & Provident Ltd. (subsidiaries)
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 the filing of a class action lawsuit against subsidiaries of The Phoenix Holdings Ltd. concerning alleged violations related to pension/provident fund transfers and fee charging. This type of disclosure, concerning significant legal proceedings or regulatory matters that are not standard periodic financial reports (like 10-K or IR), falls under the category of reporting on legal matters. The definition for Legal Proceedings Report (LTR) is 'Updates on significant lawsuits, regulatory actions, or legal matters involving the company.' Although it is an immediate report, the content is specifically about a lawsuit, making LTR the most precise fit over the general fallback RNS.
2023-08-10 English
The Company intends to publish its 2023 Q2 financial reports on August 24, 2023, conference call
Report Publication Announcement Classification · 98% confidence The document is a short notice announcing the date and time for the publication of the '2023 Q2 financial reports' and the subsequent conference calls to discuss those results. It explicitly states when the reports will be published and where they can be found, but it does not contain the actual financial reports or the transcript of the call. According to Rule #2 (The 'MENU VS MEAL' Rule), a short document announcing the publication of a report falls under 'Report Publication Announcement' (RPA). It is not the Earnings Release (ER) itself, nor the Interim Report (IR), but the announcement *about* them.
2023-07-23 English
The Company intends to publish its 2023 Q2 financial reports on August 24, 2023, conference call
Earnings Release Classification · 95% confidence The document text explicitly states its purpose: "RE: 2023 Q2 Financial Reports - Investors CALL" and details the publication date of the financial reports (August 24, 2023) and the subsequent conference call details. It also mentions that an "invitation document for the investors calls" is enclosed. The document itself is a regulatory filing (indicated by ISA/Tase references and the English language report structure) announcing future events related to the financial results and the associated call. This structure—announcing the release of results and the accompanying call—is characteristic of an Earnings Release (ER) or, more specifically, an announcement leading up to the call. However, since the core content is the announcement of the upcoming financial report release and the associated investor call, it aligns best with the 'Earnings Release' category (ER), which covers the initial announcement of periodical financial results. If the document were the transcript of the call, it would be CT. If it were the full Q2 report, it would be IR. Since it is the announcement *about* the upcoming report and call, ER is the most appropriate fit among the primary financial reporting codes. The document length is short (3812 chars), but its primary function is announcing the results/call, not just announcing the publication of a separate report (which would lean towards RPA/RNS). H1 2023
2023-07-23 English
Termination of Term Sheet-a notice that was delivered to the Company by Belenus Lux S.a.r.l which is owned by the controlling shareholders of the Company
M&A Activity Classification · 99% confidence The document is a formal notification dated July 21, 2023, addressed to The Phoenix Holdings Ltd. regarding the 'Termination of Term Sheet' related to a potential acquisition of a control stake by a consortium. It discusses the termination of a non-binding agreement and the finalization of a new agreement for the sale of shares under similar terms. This communication details a significant change in a proposed transaction involving the company's ownership structure and control, which falls under corporate actions related to mergers, acquisitions, or major financing/ownership shifts. Since it is a direct notification about a transaction proposal being terminated and a new one being finalized, it most closely aligns with M&A Activity (TAR). It is not a standard regulatory filing like 10-K or ER, nor is it a general announcement (RNS); it is specific to a takeover/merger proposal.
2023-07-23 English

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