Primary Market Bulletin 64

Newsletters Published: 06/07/2026 Last updated: 06/07/2026

Newsletter for primary market participants.

July 2026 / No. 64. 

In this edition, we cover:

  • The findings from our follow-up review of total voting rights (TVR) disclosures.
  • Our observations on notifications made by issuers under UKLR 7.3 on significant transactions. 

Review of total voting rights

This chapter sets out our findings from the 2025 follow-up review of total voting rights (TVR) disclosures, explains the rules that apply to issuers, and highlights what issuers should do to meet their obligations clearly. 

Background: what TVR disclosures are and why they matter

Total voting rights (TVR) disclosures are a source of transparency for the market.  

They set out the total number of voting rights. This allows shareholders and the wider market to understand the total number of voting rights against which holdings are measured at a given point in time.

In turn, this enables investors to:

  • Determine whether regulatory notification thresholds have been crossed, triggering disclosure of significant shareholdings.
  • Identify potential shifts in influence or control.

Our 2025 review

As we continue to prioritise transparency in the market, we conducted a short review in 2025 to test the functioning of the notification regime.  

This was a follow-up to our 2020 review of TVR disclosures (PMB 33).

The objective was to assess whether clarity of TVR disclosures had improved since our earlier review.

Rules that apply to total voting rights

The applicable rules and guidance related to our review are in:

  • DTR 5 (Vote Holder and Issuer Notification Rules).
  • DTR 6 (Continuing obligations and access to information).
  • Annex of DTR 8 (Primary Information Providers).

DTR 5 imposes obligations on issuers whose shares are admitted to trading on:

  • A regulated market (such as the LSE Main Market).
  • A prescribed market (such as LSE AIM or the AQSE Growth Market), and who are incorporated in and having a principal place of business in the United Kingdom in relation to the disclosure of total voting rights.

DTR 6 imposes obligations on issuers whose shares are admitted to trading on a regulated market only.

Read PS24/19: Enhancing the National Storage Mechanism.

Our methodology

Our sample was randomly selected from a population of issuers of securities in scope for both DTR 5 and DTR 6 that met both the following criteria:

  • They had increased or decreased their share capital between their 2022/23 and 2023/24 financial reporting periods.
  • They did not use the ‘Total Voting Rights’ categorisation, as typically required by DTR 6.3.7R in any filings to the National Storage Mechanism (NSM).  

We reviewed around two-thirds of the population of issuers in scope of all applicable rules.

We only reviewed issuers of shares admitted to a regulated market as they are in scope of the obligations in DTR 6. 

Outcome of the review

Our sample showed that most issuers included information relevant to TVR or share capital, in some form. While this may superficially suggest that overall compliance is good, we remain concerned that some disclosures lacked clarity.

A minority of our sample included relevant share capital information – such as the total number of shares in issue within their disclosure – but contained neither:

  • A subsection for TVR.
  • Any direct mention of the total number of voting rights.  

These omissions are potentially problematic. Shareholders may use these figures as a denominator when calculating respective shareholdings. Many issuers already use clear TVR subsections or the phrase, ‘total voting rights’ to clearly signpost relevant TVR figures. The TVR figure should be clear from the content of the disclosure.  

Disclosures from the minority we identified did not provide enough clarity and may not satisfy the requirements of DTR 5.6.1 R.

Looking more broadly beyond our sample, a large minority of those issuers that had changed their share capital in the review period, did not categorise the relevant disclosure as ‘Total Voting Rights’ when uploading to the NSM. At the time of the review, the DTRs required issuers to use the appropriate headline code and category for each disclosure.

Changes following PS24/19

Several policy changes were implemented on 3 November 2025, following PS24/19. These changes came into force after the period covered by our review.  

Notably, DTR 6.2.2B R was removed. This rule had required issuers to notify the FCA about all relevant classes and sub-classes of regulated information where more than one classification was applicable.  

Issuers now need to select only a headline category per disclosure when submitting to the NSM.  

Issuers can no longer select (sub)classes when notifying the FCA.  

Where TVR information is part of a broader disclosure, issuers may use a headline category other than ‘Total Voting Rights’ to reflect the main subject of the disclosure.  

As issuers must file the information contained in their disclosures with the FCA under DTR 6.2.2R, disclosures that explicitly refer to ‘total voting rights’ remain searchable on the NSM via keyword search.

References to findings in this review relate to the requirements as they apply under the current rules.

What issuers should do

Based on our findings, we highlight the following for issuers.

Confirm TVR figures clearly

Issuers should ensure disclosures specifically confirm TVR figures in accordance with DTR 5.6.1 R, particularly where these figures are included within a wider announcement.  

Our review found that, in such cases, it can be harder for shareholders to identify where the denominator has changed for the purposes of calculating percentage voting rights.

Use the correct headline classification where possible 

For disclosures that confirm TVR figures, issuers should select, where possible, the applicable headline information classification of regulated information as ‘Total Voting Rights’ in accordance with DTR 6.2.2A R, and DTR 8 Annex 2R.

Use explicit language when TVR is part of a broader disclosure

Where total voting rights information is included within broader disclosures, issuers may use a headline other than ‘Total Voting Rights’ to reflect the main subject.  

Provided the disclosure expressly refers to ‘total voting rights’, the information can still be easily located via a keyword search on the NSM, including where the notification is made under DTR 6.2.2 R.

Significant transactions: notifying shareholders

A significant transaction is defined as a non-ordinary course of business transaction that represents 25% or more in any class test and as defined in UKLR 7.1.3 R.

This article sets out our observations for issuers and their advisers on notifying us about significant transactions.

Background

In July 2024, we reformed the UK Listing Rules to remove the requirement for equity shares (commercial companies) to publish an FCA-approved circular and get shareholder approval for significant transactions.

Instead, companies must now notify shareholders through a notification-based regime.  

This change was designed to reduce the regulatory burden and help UK listed companies compete more effectively in mergers and acquisitions against international competitors.

Onus is on the board to make strategic decisions, to ensure investors have enough information on the risks and benefits of a transaction. In line with this, the new regime carries forward certain disclosure elements of the previous class 1 circular framework, while delivering the flexibility and proportionality that stakeholders said was necessary.  

Since then, we have monitored these notifications made under UKLR 7.3 and engaged with market participants to understand how the notification requirements have embedded.

Disclosing risks to the company (UKLR 7 Annex 2, Part 1, 1.1R(7))

We observed differing approaches to the number and presentation of risks to the company.  

Some notifications moved away from the structured format used in class 1 circulars – where each risk was stated and briefly explained – towards more concise, high-level descriptions and a less defined structure.  

The number of risks notified varied across transaction types. We recognise that the number of risks and the detail of the explanation will differ depending on the size and complexity of each transaction.  

Issuers also have more flexibility in how to present risks, for example, how risks are ordered compared to other required information. We are encouraged that issuers are considering this flexibility in the context of each transaction.  

However, we also noted the explanations of risks were generic in some cases. Guidance in UKLR 7.3.5G(2) states a company should consider the nature and circumstances of the transaction and what information is necessary to support shareholder engagement and market transparency.  

In line with this guidance, risk disclosures should be tailored to the company as a result of the transaction. The risk description should clearly articulate the risk to the company rather than be generic in nature.

Board statements on best interests (UKLR 7 Annex 2, Part 1, 1.1R (16))

We noted some instances where the wording required for the board statement did not track the wording of the rule.  

We remind issuers you must follow the prescribed text. Bespoke or narrowed wording that dilutes the rule's intent is not acceptable.

The board statement should include the following wording: ‘the transaction is, in the board’s opinion, in the best interests of security holders as a whole.’

See UKLR 7 Annex 2, Part 1, 1.1R (16).

This requirement to follow the prescribed text also applies to the fair and reasonable statement in related party transaction notifications under UKLR 8.2.2 R (4).  

These notifications require a statement by the board that the transaction or arrangement is fair and reasonable as far as the security holders of the company are concerned and that the directors have been so advised by a sponsor.  

As set out in UKLR 8.2.4 G, a clean confirmation, tracking the wording in UKLR 8.2.2 R (4) should be given.

Departures from this prescribed text are not appropriate. 

See UKLR 8.2.2R(4).