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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 2021-04-21 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 claim against The Phoenix Insurance Company Ltd. and against 2 additional insurance companies accompanied by a request for approval as a class action
Legal Proceedings Report Classification · 98% confidence The document is a regulatory filing submitted to the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The content explicitly states it is an 'English language report to Israeli corporate' and attaches a report concerning 'A claim against The Phoenix Insurance Company Ltd. and against 2 additional insurance companies accompanied by a request for approval as a class action'. This describes an update on a significant legal matter. Based on the definitions, 'Legal Proceedings Report (Code: LTR)' is the most appropriate classification for updates on significant lawsuits or regulatory actions. Although it is a report about a legal matter, the document itself is the filing announcing/attaching that report, but since LTR is defined as the report on legal matters, it fits better than the general 'RPA' or 'RNS' unless the content was purely an announcement of a future report release. Given the substance is the legal claim update, LTR is selected.
2021-04-21 English
A claim against The Phoenix Insurance Company Ltd. & 14 additional defendants (banks, insurance companies, investment houses and credit companies) accompanied by a request for approval as a class acti
Legal Proceedings Report Classification · 99% confidence The document is an immediate report from The Phoenix Holdings Ltd. concerning a legal matter: a class action claim filed against one of its subsidiaries, The Phoenix Insurance Company Ltd., in the Tel-Aviv District Court. The content details the nature of the claim (privacy infringement via digital services) and the company's current assessment. This type of disclosure regarding significant lawsuits or regulatory actions fits the definition of a Legal Proceedings Report (LTR). It is not an Annual Report (10-K), an Earnings Release (ER), or a general Regulatory Filing (RNS), as it specifically addresses a legal dispute.
2021-04-14 English
A claim against The Phoenix Insurance Company Ltd. & 14 additional defendants (banks, insurance companies, investment houses and credit companies) accompanied by a request for approval as a class acti
Legal Proceedings Report Classification · 98% confidence The document is a 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 that it is a 'convenience translation'. The core content is an attachment describing 'A claim against The Phoenix Insurance Company Ltd. & 14 additional defendants... accompanied by a request for approval as a class action'. This describes a significant legal matter involving the company. Among the provided definitions, 'Legal Proceedings Report (Code: LTR)' best fits a report detailing a significant lawsuit or legal action. Although it is filed via the MAGNA system, which often handles various regulatory reports, the subject matter points directly to LTR rather than a general 'Regulatory Filing' (RNS) or an 'Audit Report' (AR). The document itself is an announcement wrapper containing the legal report attachment.
2021-04-14 English
Expunged of request to approve a claim as a class action against Excellence Provident (granddaughter company of the Company)
Legal Proceedings Report Classification · 99% confidence The document is a short notification dated April 8, 2021, addressed to the Securities Authority and the Tel Aviv Stock Exchange. The subject is an "Immediate Report" concerning a legal matter: the expunging of a class action request against a subsidiary, Excellence Provident. This constitutes an update on a significant legal proceeding. Based on the definitions, the category 'Legal Proceedings Report (LTR)' fits best, as it details the conclusion of a lawsuit/claim. It is not a full financial report (10-K, IR), an earnings release (ER), or a general regulatory filing (RNS), as it pertains specifically to litigation.
2021-04-08 English
Expunged of request to approve a claim as a class action against Excellence Provident (granddaughter company of the Company)
Legal Proceedings Report Classification · 95% confidence The document is a 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 that it is a 'convenience translation'. The core content is an attachment regarding a legal matter: 'Expunged of request to approve a claim as a class action against Excellence Provident'. This indicates an update on a significant lawsuit or regulatory action. Given the options, 'Legal Proceedings Report' (LTR) is the most appropriate classification for updates on significant lawsuits. Although it is a translation/announcement, the primary purpose is to convey the substance of the legal update, not just announce the publication of a report (which would lean towards RPA/RNS). Since it details the substance of the legal matter, LTR is preferred over the general regulatory fallback (RNS).
2021-04-08 English
Financial Statements 2020 Investor Presentation
Investor Presentation Classification · 95% confidence The document is titled 'Phoenix Holdings 2020 Annual Financial Review' and contains extensive financial data, CEO highlights, segment breakdowns, and performance metrics for the full year 2020. It explicitly references the company's '2020 financial reports' and '2020 Financial Statements' in the disclaimer, indicating it is a review of the annual performance. Although it is presented as a 'presentation,' its content and scope align perfectly with the comprehensive nature of an Annual Report (10-K) or a detailed Investor Presentation (IP) summarizing the annual results. Given the depth of financial review, segment analysis, and strategic outlook covering a full fiscal year, it is most accurately classified as an Investor Presentation (IP) that serves as a detailed summary of the Annual Report, or potentially the Annual Report itself if it were the primary filing. Since it is structured as a presentation ('Agenda CEO Highlights', slides, etc.) summarizing the full year's results, 'Investor Presentation' (IP) is the most fitting category among the choices, as it is a detailed document reviewing the full year's performance, distinct from a brief Earnings Release (ER) or a formal regulatory 10-K filing document structure. The length (38,650 chars) also suggests a comprehensive document, not a short announcement.
2021-03-25 English

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