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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 2021-07-13 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
Supreme Court judgment dismissing Plaintiff's appeal - alleged surveillance and recording of medical conversations with respect to overseas travel insurance
Legal Proceedings Report Classification · 98% confidence The document is an 'Immediate Report' from The Phoenix Holdings Ltd. dated July 13, 2021. It details the outcome of a Supreme Court judgment dismissing an appeal related to a class action claim against its subsidiary concerning alleged illegal surveillance and recording. This content specifically addresses a significant legal matter involving the company. Based on the definitions, this falls under 'Legal Proceedings Report' (LTR), which covers updates on significant lawsuits and regulatory actions. The document is not a full annual report (10-K), an earnings release (ER), or a general announcement of a report (RPA/RNS), but rather the substantive report on the legal event itself.
2021-07-13 English
Supreme Court judgment dismissing Plaintiff's appeal - alleged surveillance and recording of medical conversations with respect to overseas travel insurance
Legal Proceedings Report Classification · 98% confidence The document is a formal filing submitted to 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 references the Securities Regulations (Periodic and Immediate Reports), 1970. The core content is an attachment regarding a 'Supreme Court judgment dismissing Plaintiff's appeal' concerning a legal matter. Since this is an update on a significant legal proceeding, it fits the definition of a Legal Proceedings Report (LTR). Although it is an immediate report, LTR is more specific than the general Regulatory Filing (RNS). The document length is short (3120 chars), but it is reporting the *result* of a legal event, not just announcing the publication of a separate, larger report, thus avoiding the RPA classification.
2021-07-13 English
A claim against Phoenix Insurance accompanied by a request for approval as a class action - refusing to finance costs of surgery
Legal Proceedings Report Classification · 98% confidence The document is an 'Immediate Report' from 'The Phoenix Holdings Ltd.' concerning a 'Claim' filed against its subsidiary, The Phoenix Insurance Company Ltd., specifically regarding a request for approval as a class action lawsuit related to insurance coverage disputes. This content directly relates to significant legal matters involving the company. Based on the definitions, the category 'Legal Proceedings Report (LTR)' is the most appropriate fit, as it covers 'significant lawsuits, regulatory actions, or legal matters involving the company.' The document is short and appears to be the primary announcement of the legal event, not a general regulatory filing fallback (RNS).
2021-07-13 English
A claim against Phoenix Insurance accompanied by a request for approval as a class action - refusing to finance costs of surgery
Legal Proceedings Report Classification · 95% confidence The document is a formal filing from 'THE PHOENIX HOLDINGS LTD' to the Israel Securities Authority and the Tel Aviv Stock Exchange. The content explicitly states it is an 'English language report to Israeli corporate' and that it 'Attached hereto is a report on *A claim against The Phoenix Insurance Company Ltd. accompanied by a request for approval as a class action - refusing to finance costs of surgery*'. This structure—a brief filing announcing and attaching a specific legal/regulatory matter—fits the description of a general regulatory announcement or filing that doesn't fit a more specific category like 10-K, ER, or IR. Since the core subject is a legal claim/lawsuit update, the most appropriate specific category is 'Legal Proceedings Report' (LTR). However, given the context of the filing being a notification mechanism for various immediate reports in the Israeli system, and the document itself being a short wrapper around the actual report (Margalittranslatio_isa.pdf), it could also be considered a general Regulatory Filing (RNS). Since LTR specifically covers 'Updates on significant lawsuits, regulatory actions, or legal matters involving the company,' LTR is the most precise fit for the *content* being reported, even if the *format* is a general notification.
2021-07-13 English
Change in the Number of Treasury Shares
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is titled 'Immediate Report regarding the Formation of Treasury Shares in the Issued Share Capital of the Corporation, a Change in their Number or in the Identity of the Holder' and references Israeli securities regulations (Regulation 31(b) and 33(a)). It details a specific transaction: an increase in treasury shares (+33,000 shares) due to 'Stock Exchange purchases' on 13/07/2021, including the consideration amount and the resulting percentage of capital held. This directly reports on the company buying back or managing its own shares, which aligns perfectly with the definition of 'Transaction in Own Shares' (POS). It is not a general earnings release (ER), a full annual report (10-K), or a management discussion (MDA).
2021-07-13 English
Change in the Number of Treasury Shares
Share Issue/Capital Change Classification · 99% confidence The document is an 'Immediate Report' filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states it is an 'Immediate Report regarding the formation of Treasury Shares in the Issued Share Capital of The Phoenix Holdings Ltd.' and mentions that an attached PDF contains the substantive report. The document itself is very short (3048 characters) and serves primarily to announce the availability of the actual filing, referencing a parallel Hebrew report and noting this is a convenience translation. According to Rule 2 (The 'MENU VS MEAL' RULE), a short announcement stating a report has been published or is attached should be classified as a Report Publication Announcement (RPA). While it is an immediate report, the structure strongly suggests it is the announcement wrapper rather than the full regulatory filing content itself, making RPA the most appropriate classification based on the provided definitions and rules.
2021-07-13 English

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