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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 2022-01-05 Legal Proceedings Report
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
A judgment was rendered by the Central District Court rejecting the request for approval of the class action that was filed against a subsidiary of the Company
Legal Proceedings Report Classification · 98% confidence The document is titled 'Immediate Report' and discusses a court judgment rejecting a class action lawsuit against a subsidiary. This content directly relates to significant legal proceedings involving the company. Based on the definitions, the category 'Legal Proceedings Report (LTR)' is the most appropriate fit, as it covers updates on significant lawsuits and regulatory actions. The document is short and contains substantive information, not just an announcement of a report, ruling out RPA/RNS.
2022-01-05 English
A judgment was rendered by the Central District Court rejecting the request for approval of the class action that was filed against a subsidiary of the Company
Legal Proceedings Report Classification · 99% confidence The document is an English language report translated for convenience, originating from an Israeli company (The Phoenix Holdings Ltd.) and reported via MAGNA to the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE). It details the outcome of a legal proceeding (rejection of class action approval) and explicitly states, "Attached hereto is a report on [summary of the legal event]." Furthermore, it includes a note stating, "*note that the attached report is a convenience translation only and the parallel Hebrew immediate report published on January 4, 2022 is the binding report.*" This structure—an announcement summarizing a specific event and referencing a primary report (which is often the actual legal update or immediate report)—fits the description of a general regulatory announcement that doesn't fit a more specific category like 10-K, ER, or IR. Since it is an immediate report concerning a legal matter, it could potentially be LTR, but the format strongly suggests it is being filed as a general regulatory disclosure, especially given the context of being a convenience translation of an immediate report. Given the options, 'Regulatory Filings' (RNS) is the most appropriate fallback for a specific, non-periodic regulatory update that isn't explicitly a Legal Proceedings Report (LTR) but is clearly a mandatory disclosure to the exchange/regulator.
2022-01-05 English
Immediate Report on the results of the Tender for qualified investors
Capital/Financing Update Classification · 99% confidence The document is titled 'Immediate Report on the results of the Tender for qualified investors' and discusses the results of a tender for a new series of bonds (Series 6). It details the interest rates, the nominal value sought versus committed, and references prior filings related to a 'Shelf Offering Report' and 'Prospectus'. This content directly relates to the company raising capital or changing its financing structure through the issuance of debt securities (bonds). This aligns precisely with the definition for Capital/Financing Update (CAP). Although it is an 'Immediate Report' (which might suggest RNS), the specific subject matter is clearly financing activity, making CAP the most accurate classification over the general regulatory fallback (RNS). The document length (4843 chars) is substantial enough to be the report itself, not just an announcement of a report.
2022-01-05 English
Immediate Report on the results of the Tender for qualified investors
Capital/Financing Update Classification · 99% confidence The document is titled 'Immediate Report on the results of the Tender for qualified investors - New bond Series (series 6)' and references the Israel Securities Authority and Tel Aviv Stock Exchange. It details the results of a tender process for a new series of bonds, including interest rates and commitments received. This type of announcement regarding financing activities, debt issuance, or capital structure changes fits best under the 'Capital/Financing Update' category. Although it is an 'Immediate Report,' which might suggest RNS, the specific content is clearly about a financing event (bond tender results), making 'CAP' more precise than the general 'RNS' fallback. The document length is substantial (5880 chars), suggesting it is the primary report content, not just a brief announcement of a report (ruling 2 does not apply).
2022-01-05 English
The Attorney General opinion on the request to appeal submitted by several insurance companies in regard of investment management expenses on savings policy
Legal Proceedings Report Classification · 95% confidence The document is an 'Immediate Report' addressed to the Securities Authority and the Tel Aviv Stock Exchange concerning a legal matter involving a subsidiary, The Phoenix Insurance Company Ltd., specifically regarding a class action lawsuit and the Attorney General's opinion on the matter. This content relates to significant legal proceedings and regulatory oversight. It is not a standard financial report (10-K, IR, ER), a management change announcement (MANG), or a shareholder vote result (DVA). Since it reports on a significant lawsuit and regulatory interaction, the most appropriate category is Legal Proceedings Report (LTR). The document length is short (2077 chars), but its content is substantive reporting on a legal development, not merely announcing another report, thus ruling out RPA/RNS based on the 'Menu vs Meal' rule context.
2022-01-03 English
The Attorney General opinion on the request to appeal submitted by several insurance companies in regard of investment management expenses on savings policy
Legal Proceedings Report Classification · 99% confidence The document is a notification filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It discusses the Attorney General's opinion regarding an appeal in a class action lawsuit concerning investment management expenses. The text explicitly states, "English language report to Israeli corporate This form is for reports that has been translated to English (convenience translation) and should be published alongside with the report in Hebrew..." and it references previous immediate reports. This structure, which reports on a specific legal/regulatory development and is filed immediately, fits the description of a general regulatory announcement that doesn't fit a more specific category like 10-K, ER, or IR. Since it is an immediate report concerning a legal matter update, but not a formal Legal Proceedings Report (LTR) which usually details the proceedings themselves, and given the context of Israeli filings often using a general category for immediate updates not covered elsewhere, the most appropriate fallback is Regulatory Filings (RNS). The document length (6441 chars) is substantial enough that it is not just a brief announcement of an attachment, but the content itself is the regulatory update.
2022-01-03 English

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