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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 2020-12-02 Investor Presentation
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
Strategy Plan Presentation of the Phoenix Group-distorted report
Investor Presentation Classification · 98% confidence The document is titled 'Looking Ahead' and dated 'December 2020'. It contains extensive forward-looking statements, detailed descriptions of the Board of Directors, performance metrics comparing the company (Phoenix) against competitors, strategic plans for 2020-2025, and financial targets related to ROE and dividends. The structure, content (strategy, leadership profiles, competitive benchmarking, financial targets), and presentation format strongly indicate this is an Investor Presentation designed to communicate strategy and performance outlook to the investment community. This aligns perfectly with the definition for Investor Presentation (IP). It is not a formal regulatory filing like a 10-K or an Earnings Release (ER), but rather a strategic communication tool.
2020-12-02 English
Strategy Plan Presentation of the Phoenix Group-distorted report
Report Publication Announcement Classification · 98% confidence The document is an amended report filed with the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange (TASE). The key content states: "Attached hereto is a report on *Strategy Plan Presentation*" and lists a PDF file named "Strategy_Presentation_-_English_-_Dec_2_2020_isa.pdf". This indicates the document itself is an announcement about the publication of a strategy plan presentation, rather than the presentation itself. Based on the definitions, a document announcing the release of a report falls under Report Publication Announcement (RPA). The document length is short (3109 chars), supporting the 'announcement' classification over the full report classification (IP).
2020-12-02 English
Strategy Plan Presentation of the Phoenix Group
Investor Presentation Classification · 98% confidence The document is titled 'Looking Ahead' and contains extensive forward-looking statements, strategic plans for 2020-2024, detailed tables comparing investment performance metrics (like annualized returns over 12 months, 3 years, 5 years), information about the Board of Directors, and specific financial targets (ROE, dividends) based on a 5-year plan. The content is highly structured, uses charts and tables typical of investor briefings, and includes a disclaimer about forward-looking information. This strongly indicates it is an Investor Presentation (IP) designed to communicate strategy and performance outlook to investors, rather than a formal regulatory filing like a 10-K or a brief Earnings Release (ER).
2020-12-02 English
Strategy Plan Presentation of the Phoenix Group
Report Publication Announcement Classification · 98% confidence The document explicitly states, "Attached hereto is a report on *Strategy Plan Presentation*" and references a file named "Strategy_Presentation_-_English_-_Dec_2020_isa.pdf". The document itself is very short (2755 characters) and serves primarily to announce the availability of the presentation, rather than being the presentation content itself. This aligns perfectly with the definition of a Report Publication Announcement (RPA), which covers announcements regarding the timing or release of company reports. Although the content is a strategy presentation, the filing format is an announcement of that presentation.
2020-12-02 English
Form 8.3 - Telit Communications plc.
Major Shareholding Notification Classification · 98% confidence The document is explicitly titled 'FORM 8.3 - Telit Communications plc.' and references 'Rule 8.3 of the Takeover Code (the “Code”).' Form 8.3 is a mandatory disclosure required in the UK when a person acquires an interest in shares or a right to vote of 1% or more, or ceases to have such an interest, during a takeover offer period. This type of filing relates directly to insider transactions or significant ownership changes during a takeover scenario. Among the provided codes, 'Director's Dealing' (DIRS) is the closest fit for reporting personal share transactions by executives/insiders, although this specific form (Form 8.3) is highly specialized for takeover situations. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it deals with transactions by a party interested in the securities during a potential takeover, it falls under the broader category of insider/director dealings or significant shareholding changes. Given the options, 'DIRS' (Director's Dealing) captures the essence of reporting personal security transactions by an interested party, which is a core component of this disclosure, even though the context is a takeover. Alternatively, 'MRQ' (Major Shareholding Notification) is also relevant as it involves changes in interests crossing thresholds, but Form 8.3 is more specific to takeover activity than general major holding changes. Since the document details specific purchases and sales by 'The Phoenix Holdings Ltd.' related to a takeover target ('Telit Communications plc.'), DIRS is the most appropriate classification for reporting individual/entity dealings.
2020-12-01 English
Financial Statements Q3.2020 Investor Presentation
Investor Presentation Classification · 98% confidence The document text contains extensive financial data, executive commentary, segment performance breakdowns, and detailed tables covering 'Q3 / 2020' and '1-9/2020'. Key sections include 'Executive Summary 1-9/2020', 'COMPREHENSIVE INCOME DRIVERS', 'PREMIUMS, BENEFIT CONTRIBUTION', and detailed appendices with balance sheets and non-GAAP adjustments. This structure is characteristic of a comprehensive financial report covering a period shorter than a full year (Q3 and 9 months). The presence of 'Financial Statements Investors Presentation' and the focus on quarterly results strongly suggests an Interim/Quarterly Report (IR) or an Investor Presentation (IP). Given the depth of financial tables and segment analysis, it leans more towards a comprehensive report than just a presentation. However, the title 'Financial Statements Investors Presentation' on page 0 suggests it is a presentation summarizing the results. Since it contains detailed financial figures and analysis for a specific interim period (Q3/2020), it fits the definition of an Investor Presentation (IP) which often incorporates key elements of an Interim Report, or the Interim Report (IR) itself. Given the visual layout, charts, and CEO letter, 'Investor Presentation' (IP) is the most fitting category for this format, which summarizes the interim results.
2020-11-25 English

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