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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 2021-10-14 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
Obtaining an Approval from the Competition Authority regarding an Agreement to Sale the Control in Ad 120
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 announces the receipt of approval from the Israeli Competition Authority regarding a previously reported agreement to sell control in a subsidiary (Ad 120). This type of announcement, which provides an update on a specific corporate event (like a transaction or regulatory approval) and references previous reports, falls under the category of an immediate or periodic report. Since it is not a full Annual Report (10-K), an Earnings Release (ER), or a specific financial statement, and it is an official regulatory update, it best fits the general 'Regulatory Filings' category (RNS) or potentially a specific transaction/legal update. Given the context of an immediate update on a corporate transaction approval, and the reference to ISA/TASE reporting requirements, RNS (Regulatory Filings) is the most appropriate general classification for miscellaneous, non-standardized regulatory announcements that aren't covered by the other specific codes (like DIV, CAP, etc.). The document length is moderate (4283 chars), but its primary function is an immediate regulatory disclosure.
2021-10-14 English
Withdrawal from a motion to certify a claim as a class action against The Phoenix Insurance Company Ltd
Legal Proceedings Report Classification · 98% confidence The document is titled 'Immediate Report' and discusses a legal matter: a court judgment approving the withdrawal from a motion to certify a claim as a class action filed against a subsidiary. This content directly relates to significant lawsuits or regulatory actions involving the company. Based on the definitions, 'Legal Proceedings Report (LTR)' is the most appropriate classification for updates on significant lawsuits or legal matters. The document is short and appears to be the announcement itself, not a link to a larger report, so RPA/RNS is less likely than the specific content category LTR.
2021-10-07 English
Withdrawal from a motion to certify a claim as a class action against The Phoenix Insurance Company Ltd
Regulatory Filings Classification · 95% confidence The document is an English language report translated for convenience, published by an Israeli company (The Phoenix Holdings Ltd) and reported via MAGNA to the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE). The content describes the resolution of a legal matter (withdrawal from a class action motion) and explicitly states, "This form is for reports that has been translated to English (convenience translation) and should be published alongside with the report in Hebrew..." and "*The original Hebrew report was published on the 6 of October 2021.*". Furthermore, it includes a reference to a parallel Hebrew report and notes that the attached report is a convenience translation. This structure strongly indicates an official regulatory disclosure that is being provided in English for informational purposes, rather than the full underlying legal document or a general announcement. Since it is an immediate report about a legal proceeding resolution, it fits best under the general 'Regulatory Filings' category (RNS) as it is a mandatory disclosure to the exchange, although it relates to a legal matter. It is not a Legal Proceedings Report (LTR) because LTR is typically for updates on ongoing significant lawsuits, whereas this is reporting the *conclusion* of a specific motion via a court judgment, filed as an immediate report. Given the context of mandatory reporting to the ISA/TASE and the format being a translated immediate report, RNS is the most appropriate general regulatory filing code, as it is a mandatory disclosure that doesn't fit a more specific periodic report type (like 10-K or IR). The document length (4762 chars) is not extremely short, but the nature of the filing (a translated immediate report) points towards a general regulatory filing.
2021-10-07 English
Rejection of motion to certify a claim as a class action
Legal Proceedings Report Classification · 99% confidence The document is titled "Immediate Report" and details the outcome of a legal proceeding where a motion to certify a class action claim against a subsidiary was rejected by the Regional Labor Court. It references previous reports and financial statements where the matter was disclosed. This content specifically relates to significant lawsuits or regulatory actions involving the company. Based on the definitions, this fits best under Legal Proceedings Report (LTR). The document length is short (1235 chars), but it is the substance of the legal update itself, not an announcement *about* a report, making LTR more appropriate than RPA or RNS.
2021-09-29 English
Rejection of motion to certify a claim as a class action
Legal Proceedings Report Classification · 99% confidence The document is an English language report submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). It explicitly states, "English language report to Israeli corporate" and includes references to ISA and MAGNA reporting systems. The content describes the rejection of a motion to certify a class action lawsuit, which is a significant legal/regulatory event. Crucially, the document structure indicates it is an announcement *about* a report, as it states, "Attached hereto is a report on [summary of the legal event]" and references a parallel Hebrew immediate report. Given its nature as a formal, immediate disclosure of a legal event via regulatory channels, and its structure as an announcement attaching the substantive information, it fits best under the general category for regulatory filings that are not specifically covered by other detailed codes (like 10-K, ER, or DIV). Since it is an immediate report filed with the regulator, and the content is a legal update, it is a regulatory filing. While 'LTR' (Legal Proceedings Report) is relevant to the content, the format strongly suggests a standard immediate regulatory disclosure filing, which often defaults to RNS if a more specific code isn't perfectly applicable, or if it's a general disclosure wrapper. However, since the core subject is a legal proceeding update, LTR is a strong candidate. Given the context of Israeli filings often using RNS for immediate reports, and the document being a wrapper announcing the legal update, RNS is the safest general regulatory classification, but LTR specifically addresses the content. Since the document is short and serves as a notification wrapper for a legal event, and LTR is defined as 'Updates on significant lawsuits, regulatory actions, or legal matters involving the company,' LTR is the most precise fit for the *content* being disclosed, even if it is filed via the RNS system. I will classify it as LTR based on content specificity.
2021-09-29 English
Entering into an Agreement for the Sale of Control of Ad 120
M&A Activity Classification · 99% confidence The document is an "immediate report" from The Phoenix Holdings Ltd. announcing the "Entering into an Agreement for the Sale of Control of Ad 120." This describes a significant corporate transaction involving the sale of a subsidiary's control, including details on consideration, asset transfers, and future shareholder agreements. This type of announcement regarding a major corporate action, specifically a merger or acquisition activity (sale of control), aligns best with the Merger & Acquisition Activity (TAR) category. It is not a standard periodic financial report (10-K, IR), an earnings release (ER), or a general regulatory filing (RNS), as it details a specific, material transaction.
2021-09-22 English

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