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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 2024-07-30 Major Shareholding Noti…
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
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled with "RNS Number : 4383Y" and contains the standard header/footer information associated with RNS (Regulatory News Service) announcements from the London Stock Exchange. The content details a "TR-1: Standard form for notification of major holdings" regarding an acquisition/disposal of voting rights by Liontrust Investment Partners LLP in AJ Bell PLC, crossing a threshold. This type of mandatory disclosure regarding significant changes in share ownership is best classified under Major Shareholding Notification (MRQ). Although RNS is the distribution channel, MRQ is the specific nature of the filing content.
2024-07-30 English
Correction: Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a notification concerning a transaction in the shares of a company (AJ Bell PLC) by a Director/PDMR (Person Discharging Managerial Responsibilities), specifically a sale of ordinary shares. This type of filing, detailing insider trades by directors and executives, directly corresponds to the definition of 'Director's Dealing'. The presence of 'RNS Number', 'Director/PDMR Transaction', and the detailed table structure confirming the sale by William Mackay strongly supports this classification. It is not an Annual Report (10-K), Earnings Release (ER), or a general regulatory announcement (RNS), but a specific disclosure required under market abuse regulations.
2024-07-30 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (RNS Number: 4030Y) concerning a transaction in the company's own shares by a Director/PDMR (Advised Managing Director, William Mackay). It details the sale of 44,586 ordinary shares. This directly matches the definition of 'Director's Dealing' (insider trades). The filing explicitly mentions compliance with UK Market Abuse Regulation and is a specific disclosure, not a general announcement of a report or a full financial statement. Therefore, the most appropriate code is DIRS.
2024-07-30 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification released via RNS (the news service of the London Stock Exchange) dated July 26, 2024. The content explicitly details a transaction involving shares by a Person Closely Associated (PCA) with a Person Discharging Managerial Responsibilities (PDMR), specifically the CFO. This structure—including the table format for transaction details, reference to UK Market Abuse Regulation, and the RNS header/footer—is characteristic of an insider dealing disclosure. The most specific category for reporting personal share transactions by directors/executives is 'Director's Dealing' (DIRS).
2024-07-26 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 Person Discharging Managerial Responsibilities (PDMR), specifically a Non-Executive Director purchasing company shares. The structure, content (including tables detailing the transaction, instrument, date, and price), and explicit mention of 'Director/PDMR Transactions - Initial Notification' and compliance with 'UK Market Abuse Regulation' strongly indicate an insider trading disclosure. This specific type of filing, reporting personal share transactions by directors, maps directly to the 'Director's Dealing' category (DIRS). The presence of the RNS header and footer confirms it is a regulatory announcement, but the specific content dictates the DIRS classification over the general RNS fallback.
2024-07-26 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 0546Y' and contains the standard boilerplate text indicating it is provided by RNS, the news service of the London Stock Exchange. The content itself is a 'TR-1: Standard form for notification of major holdings' detailing changes in voting rights (crossing a threshold from 10.383000% to 10.321000%). This type of mandatory disclosure regarding significant changes in share ownership falls directly under the definition of Major Shareholding Notification (MRQ). Although it is an RNS announcement, MRQ is a more specific category than the general RNS fallback.
2024-07-26 English

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