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AJ Bell PLC — Investor Relations & Filings

Ticker · AJB ISIN · GB00BFZNLB60 LEI · 213800VNKA7DPWXWJJ36 IL Financial and insurance activities
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Filings indexed 718 across all filing types
Latest filing 2024-11-13 Director's Dealing
Country GB United Kingdom
Listing IL AJB

About AJ Bell PLC

https://www.ajbell.co.uk/

AJ Bell PLC is an online investment platform that provides services for individual investors and financial advisers. The company offers a broad range of investment accounts, including tax-efficient Stocks and Shares ISAs, Lifetime ISAs, and pension products like Self-Invested Personal Pensions (SIPPs). A general dealing account is also available. The platform enables investment in a wide selection of assets such as global shares, funds, investment trusts, and exchange-traded funds (ETFs). AJ Bell also provides its own managed funds and a simplified investment app, Dodl, aimed at beginners. The service is complemented by expert market analysis, financial news, and educational resources to support investor decision-making.

Recent filings

Filing Released Lang Actions
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document text explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It details the purchase of ordinary shares by various executives and associated persons under a 'Buy As You Earn scheme (BAYE)'. This content directly corresponds to the definition of Director's Dealing, which tracks personal share transactions by company directors and executives (insider trades). The corresponding code is DIRS.
2024-11-13 English
Appointment of Joint Corporate Brokers
Regulatory Filings Classification · 98% confidence The document is identified by the header 'RNS Number : 9814L' and contains boilerplate text referencing 'RNS, the news service of the London Stock Exchange' and 'Financial Conduct Authority'. The content announces the 'Appointment of Joint Corporate Brokers'. This type of announcement, which is a specific corporate action disclosure distributed via the regulatory news service (RNS), fits best under the general 'Regulatory Filings' category (RNS) as it is not a specific financial report (like 10-K, IR, ER) or a management/board change (MANG), but rather a mandatory regulatory disclosure of a service provider appointment. Given the explicit RNS branding and the nature of the announcement, RNS is the most appropriate code.
2024-11-13 English
Year-end Trading Update
Earnings Release Classification · 100% confidence The document is titled 'Year-end trading update' for AJ Bell plc, dated October 17, 2024, and provides key performance metrics (Customer numbers, AUA, Net inflows) for the financial year ended September 30, 2024. It includes summary tables comparing FY2024 to FY2023 and quarterly data. This content structure—a brief update on financial performance for a completed period, often released before the full Annual Report (10-K) or audited results—strongly suggests an Earnings Release (ER). Furthermore, the document explicitly states: 'AJ Bell expects to announce its full-year results for the year ended 30 September 2024 on 5 December 2024.' This confirms the current document is a preliminary release of results, not the comprehensive annual report itself. It is too detailed for a simple Report Publication Announcement (RPA) and contains specific financial highlights, making ER the most appropriate classification. FY 2024
2024-10-17 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is an official notification filed under the RNS Number 1133I, dated 14 October 2024. The content explicitly details 'transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs and PCAs), specifically reporting the purchase of ordinary shares under the 'Buy As You Earn scheme (BAYE)'. This type of filing, which reports personal share transactions by directors and executives, directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content mandates the DIRS classification over the general RNS fallback.
2024-10-14 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (Regulatory News Service) concerning a transaction by a Director/PDMR (Person Discharging Managerial Responsibilities). It explicitly details the sale of ordinary shares by William Mackay, including dates, prices, volumes, and the resulting holding percentage. This perfectly matches the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2024-09-17 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (Regulatory News Service) concerning a transaction in the company's shares by a person closely associated with a Director/PDMR (Person Discharging Managerial Responsibilities). The content explicitly details the sale of ordinary shares by Julie Stott, a PCA of the COO, and references compliance with the UK Market Abuse Regulation. This directly matches the definition of Director's Dealing (insider trades). The presence of the RNS header and footer confirms it is a regulatory announcement, but the specific content points to DIRS rather than the general RNS fallback.
2024-09-12 English

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