Dimensional Fund Advisors Disclose Multiple UK Plc Holdings under Takeover Code
Dimensional Fund Advisors Disclose Multiple UK Plc Holdings under Takeover Code

Dimensional Fund Advisors Disclose Multiple UK Plc Holdings under Takeover Code

News summary

Dimensional Fund Advisors Ltd., acting as an investment advisor on behalf of its affiliates, has submitted multiple Form 8.3 disclosures related to relevant securities of certain offerors or offerees. In these filings, Dimensional disclaims beneficial ownership of the shares described and emphasizes that nominee or vehicle companies' names are insufficient for disclosure, requiring detailed identification of trustees, settlors, and beneficiaries for trusts. The disclosures detail positions and short positions in relevant securities, with specific shares noted over several reports, and clarify that Dimensional Fund Advisors LP and its affiliates do not have discretion over voting decisions for certain shares included in the totals. The filings also highlight the need to disclose all interests, short positions, stock-settled derivative positions, and any agreements or understandings that might influence dealings in relevant securities. The disclosures adhere to the requirements of Rule 8.3 of the Takeover Code, ensuring transparency regarding ownership and potential inducements related to securities transactions. These filings contribute to regulatory oversight by providing the Market Surveillance Unit with comprehensive data on securities holdings and dealings.

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