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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 2009-11-20 Share Issue/Capital Cha…
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
Letter to Warrant Holders
Share Issue/Capital Change Classification · 99% confidence The document is very short (967 characters) and explicitly states that the Company 'has today sent a letter to holders of its public warrants' regarding a potential offer. This structure—announcing the distribution of a communication (a letter) to a specific group about a potential future action (an offer)—is characteristic of a formal announcement or notice rather than a comprehensive report or a standard regulatory filing like 10-K or IR. Since it is an announcement about a specific corporate action/communication, and it doesn't fit perfectly into categories like DIV, SHA, or CAP (which usually involve concrete financial actions), it is best classified as a general Regulatory Filing (RNS) or potentially a Legal/Transaction-related notice. Given the context of sending a letter about a potential offer related to warrants, it is a specific corporate communication. However, since the content is a direct announcement of sending a letter concerning a potential transaction/offer, and it is not a full M&A document (TAR), the most appropriate general category for a specific, non-standard announcement is RNS, as it doesn't fit the other specific categories well. If 'LTR' (Legal Proceedings Report) was interpreted broadly for any formal notice, it might fit, but RNS is the best fallback for specific, short announcements not covered elsewhere.
2009-11-20 English
Summary Document - Correction
Regulatory Filings Classification · 95% confidence The document is a 'SUMMARY DOCUMENT - CORRECTION' published by Pearl Group regarding an application for admission to the London Stock Exchange under the Listing Rules. It corrects a specific paragraph within the previously published Summary Document concerning 'Sponsors' Warrants'. Since this document is a correction/update related to a regulatory filing (the initial summary document for admission) and involves specific details about financial instruments (warrants) and regulatory compliance (Listing Rules), it is not a standard financial report (10-K, IR, ER). It is an official announcement concerning a specific corporate action/regulatory matter. Given the options, it functions as a specific regulatory update or announcement that doesn't fit the primary definitions like ER, 10-K, or DIV. It is most closely aligned with a general regulatory announcement or a specific notice related to capital structure/listing, but since it's a correction to a document related to listing/admission, 'Regulatory Filings' (RNS) serves as the best general fit for miscellaneous, non-standard regulatory updates, or 'Capital/Financing Update' (CAP) due to the warrant details. However, the core purpose is correcting a prior regulatory disclosure. Given the nature of correcting a document related to listing rules, RNS is the most appropriate fallback for a specific, non-periodic regulatory notice.
2009-11-19 English
Pearl Group - Secondary Listing - Admission
Report Publication Announcement Classification · 99% confidence The document is very short (915 characters) and announces a specific corporate action: the admission of ordinary shares to the Official List of the UK Listing Authority and trading on the London Stock Exchange (LSE) under Chapter 14 of the Listing Rules (Secondary Listing). It explicitly references a prior 'summary document' publication. This is a specific regulatory announcement concerning listing status and trading, but it does not fit perfectly into the defined categories like Capital/Financing Update (CAP) or Share Issue (SHA) as no new shares are being issued. Since it is a formal announcement of a regulatory event (listing admission) that doesn't fit the other specific codes, the most appropriate fallback category is Regulatory Filings (RNS), which covers general regulatory announcements.
2009-11-17 English
Secondary listing – publication of summary document
Report Publication Announcement Classification · 98% confidence The document is a short announcement dated November 12, 2009, titled 'SECONDARY LISTING - PUBLICATION OF SUMMARY DOCUMENT'. It explicitly states that a 'summary document has today been published in relation to the application for the ordinary shares of the Company to be admitted to the Official List of the UK Listing Authority and to trading on the Main Market of the London Stock Exchange'. The document is brief (2592 characters) and its primary function is to announce the publication of another document (the Summary Document) related to a listing event, rather than being the comprehensive report itself. This aligns perfectly with the definition of a Report Publication Announcement (RPA), which covers announcements regarding the timing or release of company reports.
2009-11-13 English
Interim Management Statement and Proposed Secondary Listing on the London Stock Exchange
Interim / Quarterly Report Classification · 95% confidence The document is an 'Interim Management Statement' for the 9 months ended 30 September 2009. It provides substantive financial data, including cash generation figures, IGD surplus, assets under management, and embedded value analysis. It also discusses corporate objectives such as a secondary listing. Because it contains actual financial statements and analysis for a period shorter than a full fiscal year, it qualifies as an Interim/Quarterly Report (IR). It is not a mere announcement of a report (RPA) as it contains the actual data tables and management commentary. 9M 2009
2009-11-11 English
Appointment of new Chairman and Half Year Update for the Six Months Ended June 2009
Board/Management Information Classification · 99% confidence The document is dated September 24, 2009, and provides a 'half year update for the 6 months ended 30 June 2009'. It includes financial highlights, operating highlights, and a summary table comparing H1 2009 results to FY 2008. This structure strongly indicates a report covering a period shorter than a full year, which aligns with the definition of an Interim/Quarterly Report (IR). Although it mentions an appointment of a new Chairman, the primary focus is the financial update for the half-year period. It is not a full Annual Report (10-K), an Earnings Release (ER, which is usually just the initial highlights), or a Call Transcript (CT). Since it contains comprehensive financial data for the period, it is classified as an Interim Report.
2009-09-24 English

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