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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 2022-09-19 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
Subsidiary will invest in a new company (under the control of the Mr. Omid) which will engage in general insurance
Regulatory Filings Classification · 95% confidence The document is an English language report translated for convenience, published by THE PHOENIX HOLDINGS LTD, and references the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE). The content describes a specific corporate transaction: a subsidiary entering an agreement to invest in a new general insurance company, detailing ownership stakes and regulatory preconditions (Control of Financial Services (Insurance) Law). This is an announcement of a material event concerning corporate structure/investment, which is typically filed as an immediate report. The document explicitly states, 'Attached hereto is a report on [summary of the transaction]'. Furthermore, it mentions it is a 'convenience translation only' and refers to a parallel Hebrew immediate report. Since the document itself is an announcement stating that the substantive report is attached or summarized, and it concerns a significant corporate transaction (investment/acquisition structure), it fits best under the general category for regulatory announcements that aren't specifically financial results (ER/IR) or governance/director changes (MANG/DIRS). Given the context of immediate reporting on a significant business development, and lacking a more specific category like M&A (TAR) which usually implies a takeover bid, this falls under the general regulatory filing category for immediate disclosures, which is RNS, or potentially a specific type of corporate action announcement. However, since it is a detailed disclosure of a material event (investment in a new entity) required by regulators, and it is not a standard periodic report (10-K, IR), it is classified as a Regulatory Filing (RNS) as the most appropriate catch-all for immediate, non-standard disclosures, especially given the reference to ISA reporting requirements.
2022-09-19 English
Midroog affirms the Aa3.il rating (Positive outlook) of bonds - Rating Action - September 2022. Midroog assigns an Aa3.il rating to bonds (expansion of Series 4). The outlook is positive
Audit Report / Information Classification · 98% confidence The document is titled "Rating Action | September 2022" and explicitly discusses the assignment of a credit rating (Aa3.il) to bonds issued by The Phoenix Holdings Ltd. It contains detailed information about the rating, outlook, maturity dates, contact information for analysts, and extensive disclaimers typical of a credit rating agency report (Midroog). This content aligns perfectly with a document providing an assessment of creditworthiness, which is best categorized as an Audit Report/Information (AR) in the provided schema, as it is a standalone report detailing a specific financial assessment (credit rating) rather than a full annual report (10-K) or a general earnings release (ER). It is not a presentation (IP) or a management discussion (MDA). Q2 2022
2022-09-14 English
Midroog affirms the Aa3.il rating (Positive outlook) of bonds - Rating Action - September 2022. Midroog assigns an Aa3.il rating to bonds (expansion of Series 4). The outlook is positive
Report Publication Announcement Classification · 98% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states it is an 'English language report to Israeli corporate' and that the original Hebrew 'IMMEDIATE REPORT' was filed on September 8, 2022, with this English translation finalized today (September 14, 2022). The content summarizes a rating action by Midroog regarding bonds. Since this document serves as an announcement that a specific report (the rating action) has been published/translated, and given its short length (3640 chars) and the presence of an attached file reference ('MIDROOG_Phoenix_Holdings_isa.pdf'), it fits the definition of a Report Publication Announcement (RPA) rather than the full report itself (like AR or ER). It is not a standard SEC filing (10-K, ER, IR), nor is it about dividends, management changes, or shareholder votes. It is a regulatory announcement about the publication of a specific piece of information.
2022-09-14 English
The Phoenix Insurance Company Ltd. - exercise of an option to purchase 19.9% El Al Frequent Flyer Ltd shares.
Regulatory Filings Classification · 95% confidence The document is a formal announcement filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It reports a specific corporate action: the exercise of an option by a subsidiary to purchase shares in another entity (El Al Frequent Flyer Ltd) for approximately USD 14 million. This type of material, non-public information disclosure, especially when referencing previous reports and being filed immediately, falls under the category of an 'Immediate Report' in the Israeli regulatory context. Since it details a significant transaction (M&A/Investment activity) but is structured as a regulatory filing notification rather than a full annual report (10-K) or a quarterly report (IR), it needs classification. Given the content relates to a transaction/takeover activity, 'TAR' (M&A Activity) is a strong candidate. However, the document itself is a notification of a transaction, not the full M&A agreement. It is also very short (4450 chars) and explicitly states it is an 'Immediate Report' translated for convenience. In the context of the provided definitions, this is a specific corporate event disclosure. Since it details a transaction involving the purchase of shares/stake, it aligns closely with M&A Activity (TAR). If it were purely a change in ownership threshold, it would be MRQ, but this is an active transaction execution. Given the nature of the transaction (exercising an option to buy a significant stake), TAR is the most appropriate fit among the specific options, although RNS (Regulatory Filings) is a fallback for general immediate reports. I will classify it as TAR because the core subject is a transaction/stake acquisition.
2022-09-14 English
A judgment by the District Court in Tel Aviv-Yafo ,approving an agreed motion for withdraw from motion to certify a claim as a class action against The Phoenix Insurance Company Ltd.
Legal Proceedings Report Classification · 98% confidence The document is a formal announcement filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It reports on a specific legal event: the approval of a withdrawal from a motion to certify a class action lawsuit against a subsidiary. This type of material, which provides an update on significant legal proceedings, fits the description of a Legal Proceedings Report (LTR). Although it references previous financial statements and reports, the core content is the legal resolution, not the financial statements themselves. It is not a full annual report (10-K), an earnings release (ER), or a general regulatory filing (RNS) since a more specific category exists.
2022-09-13 English
private issuance to investors listed in the First Schedule to the Securities Law of NIS 60,180,542 nominal value of Bonds (Series 4) of the Company
Capital/Financing Update Classification · 98% confidence The document explicitly discusses a 'Private Issuance - Bonds (Series 4)' approved by the Board of Directors, detailing the nominal value, issuance price, and terms related to debt financing and security registration on the TASE. This activity falls under corporate fundraising and capital structure changes. The filing is an immediate report to the Israel Securities Authority (ISA) and TASE. Since the content is a detailed announcement about issuing bonds (a form of financing), the most appropriate category is 'Capital/Financing Update' (CAP). It is not a general earnings release (ER), an annual report (10-K), or a simple dividend notice (DIV).
2022-09-12 English

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