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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 1,046 across all filing types
Latest filing 2023-01-19 M&A Activity
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
Agreement for the acquisition of selected assets managed by Psagot Investment House
M&A Activity Classification · 99% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a significant corporate transaction: the acquisition of selected assets (mutual funds and portfolio management activities) from Psagot Investment House by The Phoenix Holdings Ltd. This type of announcement, detailing a major business transaction like an acquisition or merger, falls under the category of a significant corporate event report. Since the definitions provided do not have a specific code for M&A activity that isn't a takeover bid (TAR), and this is a detailed report of a material transaction, it is best classified as a general Regulatory Filing (RNS) or potentially a Legal/Transaction Report. Given the content is a detailed report on a transaction (asset acquisition), and not a general announcement of a report's publication (RPA), RNS is the most appropriate fallback for a material, non-standard filing. However, since the transaction is a major business event, it is often captured under a broader transaction/material event category. Reviewing the options, 'TAR' is for M&A proposals/takeover bids. Since this is a definitive agreement for an acquisition, it is a material event. In the absence of a specific 'Material Event' code, 'RNS' (Regulatory Filings/Miscellaneous) is the standard fallback for such immediate reports filed with regulators like the ISA, especially when the content is not a standard financial statement or earnings release. The document length (6052 chars) is substantial enough to be the report itself, not just an announcement of one.
2023-01-19 English
A judgment rendered by the Central District Court approving a motion to certify a claim as a class action against The Phoenix Insurance Company Ltd.
Legal Proceedings Report Classification · 99% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a specific legal event: the approval of a motion to certify a class action lawsuit against a subsidiary, Phoenix Insurance Company Ltd. This type of disclosure regarding significant legal proceedings is typically classified as a Legal Proceedings Report (LTR). Although it is an 'Immediate Report' (as indicated by the reference format and ISA context), among the provided options, LTR is the most specific fit for reporting on a major lawsuit development. It is not an Annual Report (10-K), Earnings Release (ER), or a general announcement of a report (RPA/RNS), as it contains the substantive details of the legal matter itself.
2023-01-05 English
Early Stage Discussions for Purchase of Psagot Mutual Funds Ltd - Transaction Outline that was Published in the Media isn't Correct
M&A Activity Classification · 99% confidence The document is a short filing (3985 characters) from 'THE PHOENIX HOLDINGS LTD' addressed to the 'Israel Securities Authority' and 'Tel Aviv Stock Exchange'. The content explicitly addresses media reports regarding a potential transaction ('Early Stage Discussions for Purchase of Psagot Mutual Funds Ltd') and states that the published outline is incorrect. It is labeled as an 'Immediate Report' and mentions that an attached report contains the details. Since this is a brief announcement correcting or clarifying a specific event, and it is not a comprehensive periodic report (like 10-K or IR), nor is it a standard earnings release (ER) or a proxy statement, it falls under the category of general regulatory announcements. Given the nature of immediate, specific corporate news that doesn't fit the other precise categories (like DIRS, DIV, CAP, etc.), the most appropriate classification is the general regulatory fallback category, RNS (Regulatory Filings), as it is an 'Immediate Report' filed with the regulator.
2023-01-03 English
Entering into a Memorandum of Understanding to Establish an Alliance for the Provision of Consumer Credit with Isracard
Regulatory Filings Classification · 95% confidence The document explicitly states it is an "Immediate Report" filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It details a significant business event: entering into a Memorandum of Understanding (MOU) for a consumer credit alliance. This type of material non-public information disclosure, which is not a periodic financial report (like 10-K or IR) or a transcript, falls under general regulatory announcements. Since it is an immediate, specific disclosure that doesn't fit the other precise categories (like DIRS, DIV, or M&A), the most appropriate classification is the general regulatory filing category, RNS (Regulatory Filings), which serves as a fallback for miscellaneous, immediate regulatory disclosures specific to the Israeli market structure described.
2023-01-02 English
structural change - Phoenix Agencies - Subsidiary
M&A Activity Classification · 99% confidence The document is an English language report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE) regarding a 'structural change' involving a merger and subsequent shareholding adjustments within subsidiaries (Phoenix Agencies and Agam Holdings). This type of announcement details significant corporate actions, financing arrangements (options agreements tied to valuation), and changes in control/structure. It is not a standard periodic report (10-K, IR), an earnings release (ER), or a simple dividend notice (DIV). Since it details a significant corporate transaction (merger/acquisition structure change) and related agreements, it most closely aligns with an announcement related to corporate restructuring or M&A activity. However, none of the definitions perfectly capture a detailed structural change announcement that isn't explicitly a takeover bid (TAR). Given the context of regulatory filings in Israel (MAGNA system) detailing corporate structure changes, and the lack of a specific 'Corporate Action' code, this falls under the general category of significant regulatory disclosure. Since it details a merger/restructuring, TAR (M&A Activity) is the closest fit, although it is an internal restructuring rather than a takeover bid. If TAR is too specific to takeovers, RNS (Regulatory Filings) is the fallback. Given the detailed nature of the merger terms and share allocation changes, I will classify it as M&A Activity (TAR) as it describes the mechanics of a business combination, even if internal.
2022-12-29 English
District court verdict orders the deletion of a plea for an authorization of a class action against ESOP
Legal Proceedings Report Classification · 98% confidence The document is an immediate report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It announces the verdict of a district court case concerning a class action plea against a subsidiary (ESOP). This type of announcement, detailing the outcome of significant legal proceedings, directly corresponds to the 'Legal Proceedings Report' definition. Although it references previous financial reports, the core subject is the legal resolution. It is not a full financial report (10-K or IR), an earnings release (ER), or a proxy statement (DEF 14A/PSI). Therefore, the most appropriate classification is LTR.
2022-12-15 English

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