Checklists

The checklists and supplementary forms below are to be submitted to the Panel, by a financial adviser to an offeror or an offeree company (as appropriate), together with the relevant final announcement or document required to be sent to the Panel in accordance with Rule 30.5(a) or (b). The checklists require advisers to confirm and explain compliance with the relevant provisions of the Code.

The checklists are updated from time-to-time. Please ensure that you have the most recent version by downloading the relevant checklist and any supplementary forms from the list below.

The completed checklist, any supplementary forms and the relevant final announcement or document must be submitted to the Panel by email to: documentfiling@thetakeoverpanel.org.uk.

NB The checklists are not intended to be used to “pre-vet” draft announcements or documents. The Panel will continue its current practice of only pre-vetting “whitewash” circulars and documents sent to shareholders in relation to a proposed re-registraton or Code waiver. For more information about “whitewashes”, re-registrations or Code waivers, please go to the Notes to Advisers section of the website.

How to complete checklists and supplementary forms

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Disclosure Table

Details of offeree companies and offerors currently in an offer period. Positions and dealings in relevant securities must be disclosed under Rule 8 of the Code.

Current Table - Rule 8 Summary
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The Takeover Code

The Takeover Code is designed to ensure that shareholders are treated fairly, are not denied an opportunity to decide on the merits of a takeover and are afforded equivalent treatment by an offeror. It provides an orderly framework within which takeovers are conducted.
Download Code as PDF - Order printed copy

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Statements by the Panel

Download Statements, Practice Statements and Annual Reports published by the Takeover Panel.

More information - Statement alerts

Company announcements

Where to find statements and disclosures notified to a Regulatory Information Service in relation to takeovers regulated by the Takeover Panel.

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