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Investor relations

Welcome to our Investor Relations pages, where you can find information for shareholders, media and analysts.

The Old Mutual Wealth group is currently part of Old Mutual plc which provides investment, savings, insurance and banking services in Africa, Europe, the Americas and Asia. In March 2016, Old Mutual plc announced a ‘Managed Separation’ strategy, which aims to separate its underlying businesses and unlock value within the Group structure.

As part of this strategy, it is planned that Old Mutual Wealth Management Limited will be listed on the London and Johannesburg stock exchanges in its own right. This reflects its size and the fact that it is already a leading wealth management business in the UK and internationally; currently managing £114.4 billion of investors’ money (as at 31 December 2017). Listing is due to happen during 2018, with exact timings yet to be confirmed.


Quilter Prospectus and supporting documentation

Transaction Documents
Quilter Prospectus
Shareholder Terms & Conditions
Quilter Share Dealing Facility Terms & Conditions – UK
Quilter Share Dealing Facility Terms & Conditions - South Africa, Namibia, Malawi and Zimbabwe
South African Nominee Terms & Conditions (Quilter)
Malawi Nominee Terms & Conditions (Quilter)
Zimbabwean Super Nominee Terms & Conditions (Quilter)
Announcements
Quilter RNS Announcement - publication of Quilter Prospectus


Information for analysts and shareholders

On 15 November 2017, Old Mutual Wealth announced a new name for its holding company. The name Quilter plc is set to replace Old Mutual Wealth Management Limited as the brand name of the company which incorporates all of the registered Old Mutual Wealth businesses.

The new name was presented by Old Mutual Wealth Chief Executive, Paul Feeney, at an investor showcase event held in London. The materials from the event are available here:

Debt Prospectus

At the Old Mutual plc annual results announced on 15 March 2018, Quilter announced it had issued a £200 million subordinated debt security in form of a 10-year Tier 2 Bond (‘the Notes’) to J.P. Morgan Securities plc and that it intended to finalise a prospectus and obtain a listing for the Notes on the regulated market of the London Stock Exchange plc, with a view to a potential remarketing and secondary placement of the Notes. On 9 April 2018, Quilter plc published the Prospectus in connection with the listing and the remarketing and secondary placement of the Notes.

Disclaimer

Access to the information and portion of the website to which this gatepost gives access is restricted for regulatory reasons. You are requested to review the following information and make the following confirmation each time you seek to access this restricted information and portion of the website. Your confirmation must be true and accurate.

The information to which this gatepost gives access is notintended for persons who are residents of the United States (except qualified institutional buyers within the meaning of the U.S. Securities Act of 1933, as amended (the “Securities Act”), Canada, Australia or Japan and who are physically present in the United States, Canada, Australia or Japan. This information does not constitute an offer for sale of, or an invitation to purchase, securities of Quilter plc in the United States, Canada, Australia or Japan or in any other jurisdiction in which such offer or invitation is not authorised or to any person to whom it is unlawful to make such offer or solicitation. Potential users of this information are requested to inform themselves about and to observe any such restrictions.

Persons located in the United States who qualify as a “qualified institutional buyer” (“QIB”) as defined in Rule 144A (“Rule 144A”) under the Securities Act may access these materials. Persons who select “United States – QIB” from the drop-down menu on the following page will be asked to certify that they are a QIB in order to receive these materials. Persons who do not qualify as a QIB should select “United States – non-QIB” from the drop-down menu.

Quilter plc's securities may not be offered or sold in the United States absent registration under the Securities Act, or an exemption from the registration requirements of the Securities Act. The securities have not been and will not be registered under the Securities Act, and may not be offered or sold in the United States except pursuant to an exemption from, or in a transaction not subject to, the registration requirements of the Securities Act. Quilter plc has not registered, and does not intend to register, any of its securities under the Securities Act. There will be no public offering of securities in the United States.

The information to which this gatepost gives access is only directed at: (i) persons who are outside the United Kingdom; or (ii) to investment professionals falling within Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 as amended (the “Order”); or (iii) high net worth companies, and other persons to whom it may lawfully be communicated, falling within Article 49(2)(a) to (d) of the Order (all such persons in (i), (ii) and (iii) above together being referred to as “relevant persons”). Any invitation, offer or agreement to subscribe, purchase or otherwise acquire securities will be engaged in only with, relevant persons. Any person who is not a relevant person should not act or rely on the information contained herein.

The information to which this gatepost gives access does not constitute or form a part of any offer or solicitation or advertisement to purchase and/or subscribe for Securities in South Africa, including an offer to the public for the sale of, or subscription for, or the solicitation or advertisement of an offer to buy and/or subscribe for, shares as defined in the South African Companies Act, No. 71 of 2008 (as amended) or otherwise (the “Act”) and will not be distributed to any person in South Africa in any manner that could be construed as an offer to the public in terms of the Act. This information does not constitute a prospectus registered and/or issued in terms of the Act. Nothing in this information should be viewed, or construed, as “advice”, as that term is used in the South African Financial Markets Act, No. 19 of 2012, as amended, and/or Financial Advisory and Intermediary Services Act, No. 37 of 2002, as amended.

The information to which this gatepost gives access is intended to be made available in any member state of the European Economic Area which applies Directive 2003/71/EC (such Directive, together with any amendments thereto including Directive 2010/73/EU, the “Prospectus Directive”) only to those persons who are qualified investors for the purposes of the Prospectus Directive in such member state, and such other persons as this information may be addressed to on legal grounds, and no person that is not a relevant person or qualified investor may act or rely on this information or any of its contents.

This page is designed for analysts and shareholders © 2017.