Skip to main content
Union Financière de France Banque logo

Union Financière de France Banque — Investor Relations & Filings

Ticker · UFF ISIN · FR0000034548 LEI · 969500FYD3E89HF4LW17 PA Financial and insurance activities
Open in API
Filings indexed 256 across all filing types
Latest filing 2023-02-23 Earnings Release
Country FR France
Listing PA UFF

About Union Financière de France Banque

https://www.uff.net/

Union Financière de France Banque (UFF) is a wealth management and asset management consulting firm. It provides financial solutions to a diverse clientele, including individuals, corporations, entrepreneurs, and company leaders. For individual clients, the firm offers services to finance life projects, optimize capital transmission, prepare for retirement, and manage taxation. Corporate solutions include cash management, employee savings plans, and management of social liabilities. UFF also operates specialized divisions, such as a wealth engineering department for complex patrimonial situations and a dedicated advisory service for professional athletes and sports clubs. The company's offerings encompass a range of asset management products, insurance, and structured financial instruments, focusing on personalized support for wealth growth and secure transmission.

Recent filings

Filing Released Lang Actions
Résultats 2022 : une activité commerciale en hausse et un résultat impacté négativement par les marchés financiers
Earnings Release Classification · 1% confidence The document is a press release titled 'Résultats 2022' (2022 Results) issued by Union Financière de France Banque. It provides a summary of financial performance, including PNB (Net Banking Income), net income, commercial activity, and financial structure for the fiscal year 2022. While it contains financial data, it is structured as an initial announcement of results (Earnings Release) rather than a full statutory Annual Report (10-K). It also includes forward-looking statements and information regarding a recent takeover bid (OPA). Given the focus on the initial announcement of annual financial highlights, it fits the 'Earnings Release' category. FY 2022
2023-02-23 French
Franchissement de seuils
Major Shareholding Notification Classification · 1% confidence The document is titled "Déclaration de franchissement de seuils (article L. 233-7 du code de commerce)" and details a change in the ownership percentage (crossing thresholds) of UNION FINANCIERE DE FRANCE BANQUE by Aéma Groupe, specifically noting the acquisition of shares resulting in a 94.84% holding. This type of mandatory disclosure regarding changes in significant share ownership thresholds directly corresponds to the definition of Major Shareholding Notification (MRQ). The document is a regulatory filing announcing a change in ownership percentage, not a general regulatory announcement (RNS) or a report itself.
2023-02-23 French
COMMUNIQUE RELATIF A LA MISE EN OEUVRE DU RETRAIT OBLIGATOIRE VISANT LES ACTIONS DE LA SOCIETE UNION FINANCIERE DE FRANCE BANQUE CONSECUTIVEMENT A L'OFFRE PUBLIQUE D'ACHAT SIMPLIFIEE INITIEE PAR LA SO
Delisting Announcement Classification · 1% confidence The document is a formal communiqué dated February 20, 2023, issued by Abeille Assurances Holding regarding the mandatory squeeze-out (retrait obligatoire) of the remaining shares of Union Financière de France Banque (UFF) following a successful simplified public tender offer (OPA simplifiée). It explicitly references compliance with AMF (Autorité des marchés financiers) regulations (Article 237-3 III of the General Regulation). A mandatory squeeze-out procedure is a direct consequence of a successful takeover bid, which falls under Merger & Acquisition (M&A) activity. While the document details the final step of the takeover process (the compulsory purchase of remaining shares), the core event being reported is the culmination of a takeover/merger activity. The closest category is M&A Activity (TAR). It is not a general regulatory filing (RNS) because it is highly specific to a takeover event, nor is it a general capital change (SHA) or transaction in own shares (POS), as it concerns the acquisition of minority shareholders post-takeover. Therefore, TAR is the most appropriate classification.
2023-02-20 French
Apport des actions UFF détenues par le FCPE UFF Epargne à l'OPA lancée par Abeille Assurances
AGM Information Classification · 1% confidence The document is a 'COMMUNIQUE DE PRESSE' (Press Release) dated February 9, 2023, detailing the decision of the UFF Epargne FCPE Supervisory Board to tender its UFF shares to a simplified Public Purchase Offer (OPA) launched by Abeille Assurances at 21 euros per share. This action directly concerns a takeover bid or merger proposal involving the company's shares. Reviewing the definitions: - 10-K, AR, IR, ER are financial reports, which this is not. - DIV, DIRS, DVA, SHA, POS relate to dividends, insider trading, voting, or capital changes, but the core subject here is the tender offer. - TAR (M&A Activity) is defined as 'Announcements and documents related to merger proposals or takeover bids.' The document explicitly discusses participation in an 'offre publique d'achat simplifiée' (simplified public takeover bid). Therefore, the most appropriate classification is M&A Activity (TAR). The document length is short (1361 chars), but it is the primary announcement of the M&A action itself, not just an announcement *about* a report, making TAR more specific than RPA or RNS.
2023-02-09 French
COMMUNIQUÉ RELATIF A LA MISE A DISPOSITION DU PUBLIC DE LA NOTE D'INFORMATION DANS LE CADRE DE L'OFFRE PUBLIQUE D'ACHAT SIMPLIFIÉE VISANT LES ACTIONS DE LA SOCIÉTÉ UNION FINANCIERE DE FRANCE BANQUE
Report Publication Announcement Classification · 1% confidence The document is a short announcement (3137 characters) regarding the public availability of an information memorandum ('Note d'Information') and other legal/financial documents related to a simplified tender offer ('Offre publique d'achat simplifiée') for Union Financière de France Banque. It explicitly states that these documents have been filed with the AMF and are available on websites. Per the 'Menu vs Meal' rule, this is an announcement of the availability of documents rather than the documents themselves, fitting the definition of a Report Publication Announcement (RPA).
2023-01-25 French
COMMUNIQUÉ RELATIF A LA MISE A DISPOSITION DU PUBLIC DE LA NOTE EN RÉPONSE DE LA SOCIÉTÉ UFF DANS LE CADRE DE L'OFFRE PUBLIQUE D'ACHAT SIMPLIFIÉE INITIÉE PAR LA SOCIÉTÉ ABEILLE ASSURANCES HOLDING
M&A Activity Classification · 1% confidence The document is a "COMMUNIQUÉ" dated January 25, 2023, concerning the availability of a 'Note en Réponse' (Response Note) and 'Document Autres Informations' (Other Information Document) related to a Simplified Public Purchase Offer (OPA) initiated by Abeille Assurances Holding for UFF shares. The text explicitly states that the documents have been filed with the AMF (Autorité des marchés financiers) and are being made available to the public today. Crucially, the document itself is an announcement about the availability of other regulatory documents, not the full reports themselves. Given its nature as an announcement regarding the publication of required offer documentation (Note en Réponse and related financial/legal info), it fits best under the category for announcements related to corporate actions or regulatory filings that precede a major event. Since it is an announcement about the publication of documents related to a takeover bid (Offre Publique d'Achat), the most fitting category is M&A Activity (TAR) if the focus is the offer, or Report Publication Announcement (RPA) if the focus is the act of publishing the documents. Because the core subject is the availability of documents related to a takeover bid, TAR (Merger/Takeover Activity) is highly relevant, but RPA specifically covers the announcement of report publication. Given the short length (2747 chars) and the explicit statement that documents 'sont mises à la disposition du public ce jour' (are made available to the public today), RPA is a strong candidate based on the 'MENU VS MEAL' rule. However, since the entire context is an Offer/Takeover, TAR is also plausible. Let's re-evaluate the definitions. TAR is for M&A Activity announcements. This is an announcement related to the regulatory steps of an ongoing M&A activity (the OPA). RPA is for announcing the timing/release of reports. Since this is announcing the release of the mandatory response documents for the OPA, RPA is the most precise fit for the *action* described in the text, even though the *subject* is M&A. If TAR is reserved for the initial bid announcement or definitive agreement, RPA covers the subsequent regulatory publication announcements. I will classify it as RPA as it is a direct announcement of document availability related to a corporate action.
2023-01-25 French

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.