Close the acquisition of Charles Stanley Group PLC
Delivered after the deadline (21 days after the deadline)
AI-confirmed · human review in progress Independent AI checks agreed on primary SEC or regulator evidence. Records are now being reviewed by hand, starting with those our customers order.
- Announced
- 30 Jul 2021
- Due
- 31 Dec 2021
- Delivered
- 21 Jan 2022
- Deadline
- Met
- Late
- Not met
- Today
What the company said
“The transaction, subject to U.K. Financial Conduct Authority and Charles Stanley shareholder approval, is expected to close in the calendar fourth quarter of 2021.”
What we found
Evidence strength A What the grades mean
The filings show the acquisition of Charles Stanley closed on January 21, 2022, after the December 31, 2021 deadline. One later filing inconsistently still expected a fiscal Q3 2022 close.
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A Raymond James Financial 10-Q filed 2022-02-08
“On January 21, 2022, we completed our acquisition of all of the outstanding share capital of United Kingdom (“U.K.”)-based Charles Stanley Group PLC (“Charles Stanley”)” ✓ confirmed on the page
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A Raymond James Financial 10-Q filed 2022-05-09
“we currently expect the transaction to close in our fiscal third quarter of 2022” ✓ confirmed on the page
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A Raymond James Financial 10-K filed 2022-11-22
“on January 21, 2022, the Company completed the acquisition of Charles Stanley Group, PLC (Charles Stanley)” ✓ confirmed on the page
Market reaction: the shares moved +0.9% against the S&P 500 over the three sessions around the disclosure (7 Feb 2022 to 10 Feb 2022). What this measures
Checked 11 Oct 2026.
Commitment DNA
The structured record of this commitment. Fields the company did not state are left blank rather than guessed.
- Event type
- Acquisition close
- Indicative materiality
- High rules
- Action
- Close
- Deliverable
- Acquisition of Charles Stanley Group PLC
- Where
- United Kingdom
- Language
- Expected (“expects”, “plans”)
- In the company’s control
- Low
- Specificity
- High
- Conditional
- Yes: subject to U.K. Financial Conduct Authority approval; subject to Charles Stanley shareholder approval
- Depends on
- Regulatory, Shareholder
How this entry was checked
- Commitment recordedThe company's words were matched word for word against the filing.
- First checkAn AI model, Claude (Anthropic), read the company's later filings and recorded the outcome with a quoted passage.
- Second check: agreesA different AI model, Gemini (Google), re-read the evidence without being told the outcome and reached the same answer.
Confirmed. This outcome counts towards the company's Kept Score. How verification works
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Report an error in this entry Reference: KI-C-2021-RJF-007081 · Corrections policy