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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 2021-08-23 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
Phoenix agreed to extend the exclusivity period granted to Shafir in relation with its binding offer to acquire control of Ad 120
M&A Activity Classification · 99% confidence The document is very short (1021 characters) and appears to be an 'immediate report' from The Phoenix Holdings Ltd. dated August 23, 2021. It announces an extension of an exclusivity period related to a potential acquisition ('binding offer to acquire control'). This type of announcement, which relates to a potential transaction (merger/acquisition activity) but is presented as a brief regulatory update, fits best under the general 'Regulatory Filings' category (RNS) as it is not a full M&A document (TAR) or a standard financial report. Given the context of an 'immediate report' announcing a procedural update on a potential deal, RNS is the most appropriate fallback, although it touches upon M&A activity.
2021-08-23 English
Phoenix agreed to extend the exclusivity period granted to Shafir in relation with its binding offer to acquire control of Ad 120
Regulatory Filings Classification · 95% confidence The document is a short announcement (3800 characters) from The Phoenix Holdings Ltd., reporting an extension of an exclusivity period related to a potential acquisition. It explicitly mentions being an 'English language report to Israeli corporate' and references previous reports and an attached PDF ('translation23_8_21_isa.pdf'). Crucially, it states, 'Attached hereto is a report on...' and includes a note that the attached report is a convenience translation. This structure—a brief filing announcing the publication of a more detailed report (even if the detail is in the attachment)—strongly suggests this is an announcement about a report rather than the comprehensive report itself. Since it is an immediate report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE) that doesn't fit specific categories like Director's Dealing (DIRS), Earnings Release (ER), or Capital Change (CAP), the most appropriate general category for miscellaneous regulatory announcements that don't fit elsewhere, especially when announcing the release of other documents, is Regulatory Filings (RNS). However, given the context of announcing the publication of a specific report, Report Publication Announcement (RPA) is also highly relevant. Since this is an immediate report detailing a specific corporate event (M&A negotiation update) filed with regulators, and it's not a proxy statement (DEF 14A) or a standard financial report (10-K, IR), RNS serves as the best fit for general regulatory updates not covered by other specific codes, although RPA is a close second based on the 'announcement of report' structure. Given the content is a specific update on a transaction, RNS is chosen as the general regulatory filing category.
2021-08-23 English
Regional Labor Court issued a decision approving a motion to certify a class action ("The Approval Decision"), which was filed against The Phoenix Pension and Provident Ltd
Legal Proceedings Report Classification · 98% confidence The document is titled 'Immediate Report' and is dated 18.8.2021. It details a legal development: the approval of a class action motion against a subsidiary concerning disability pension payments by the Regional Labor Court. This constitutes a significant legal matter update. Given the content focuses specifically on a lawsuit and court ruling, the most appropriate classification is Legal Proceedings Report (LTR). It is not a full financial report (10-K, IR), an earnings announcement (ER), or a general regulatory filing (RNS), as it addresses a specific legal event.
2021-08-18 English
Regional Labor Court issued a decision approving a motion to certify a class action ("The Approval Decision"), which was filed against The Phoenix Pension and Provident Ltd
Legal Proceedings Report Classification · 99% confidence The document explicitly states it is an 'English language report to Israeli corporate' and references the 'Securities Regulations (Periodic and Immediate Reports), 1970'. It details a significant legal event (a class action approval decision) and is filed with the Israel Securities Authority (ISA) and Tel Aviv Stock Exchange (TASE). This structure—a formal disclosure of a material event that is not a full annual report (10-K), quarterly report (IR), or earnings release (ER)—points towards a general regulatory disclosure. Since it is an immediate report concerning a legal matter, it fits the description of a significant regulatory filing. Given the options, 'Regulatory Filings' (RNS) is the most appropriate general category for immediate, non-standardized regulatory disclosures from an Israeli company, especially when the content is a legal update rather than a specific financial statement or management discussion. It is not a proxy statement (DEF 14A), director dealing (DIRS), or capital change (CAP).
2021-08-18 English
The Phoenix Insurance Company Ltd – Appointment of Director- Mr. Roger Abravanel
Board/Management Information Classification · 98% confidence The document is a short announcement (942 characters) from The Phoenix Holdings Ltd. regarding the appointment of Mr. Roger Abravanel as a director of its subsidiary, The Phoenix Insurance Company Ltd. This action involves a change in the composition of the company's board of directors/senior management. This directly matches the definition for Board/Management Information (MANG). It is not a full report, a financial release, or a shareholder vote result.
2021-08-18 English
The Phoenix Insurance Company Ltd – Appointment of Director- Mr. Roger Abravanel
Board/Management Information Classification · 99% confidence The document explicitly announces the appointment of a new director to a subsidiary, Phoenix Insurance Company Ltd., and states that this information is being reported to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content focuses entirely on a change in senior management/board composition. This directly matches the definition for Board/Management Information (MANG). Although it is a translated report, the core subject matter is the management change, not the announcement of the report itself (RPA) or a general regulatory filing (RNS). The document length is relatively short (3570 chars), but the content is the substantive announcement, not just a cover letter stating a report is attached.
2021-08-18 English

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