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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 2023-12-27 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 · 100% confidence The document is titled with an 'RNS Number' and contains a 'Notification and public disclosure of PDMR dealing and exercise of share options'. It details transactions (acquisition and sale) by a person discharging managerial responsibilities (PDMR) and references compliance with UK Market Abuse Regulation. This specific type of insider transaction disclosure directly matches the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the core content is the director's dealing report, not a general regulatory announcement or a report publication announcement.
2023-12-27 English
Notice of AGM
Report Publication Announcement Classification · 100% confidence The document is a short announcement (2608 characters) with the title "Publication of Annual Report and Notice of Annual General Meeting". It explicitly states that the company "has today posted the Annual Report and Financial Statements for the year ended 30 September 2023 and the Notice of Annual General Meeting 2024 to shareholders." It also mentions submission to the National Storage Mechanism and availability online. According to Rule 2 (The 'MENU VS MEAL' Rule), when a document announces the publication or posting of a report rather than containing the full report itself, it should be classified as a Report Publication Announcement (RPA). The document also carries an RNS Number, confirming it is a regulatory announcement, but RPA is more specific for this context.
2023-12-22 English
Notice of 2024 AGM
AGM Information Classification · 100% confidence The document explicitly states it is a "Notice of Annual General Meeting to be held on Tuesday 30 January 2024" for AJ Bell plc. It details the date, time, and location of the AGM, includes a letter from the Chair discussing board changes and recommending votes, and lists the specific resolutions (Ordinary and Special) to be voted upon, such as the adoption of accounts, dividend declaration, and re-election of directors. This content perfectly matches the definition of materials distributed for an Annual General Meeting.
2023-12-22 English
Block Listing Six Monthly Review
Remuneration Information Classification · 99% confidence The document is explicitly titled 'BLOCK LISTING SIX MONTHLY RETURN' and is issued via 'RNS Number : 7749X' on '22 December 2023'. It details the balance of unallotted securities under various share option and incentive plans over a specific period (June 24, 2023, to December 21, 2023). This type of periodic return concerning the status of securities reserved for employee share schemes is a specific regulatory filing requirement, often associated with the Listing Rules (LR3.5.7G is referenced). Since it is a formal regulatory announcement distributed via RNS, and it doesn't fit the specific definitions for 10-K, IR, ER, or DIRS, the most appropriate general category for a formal, non-standard regulatory filing distributed through the RNS system is 'Regulatory Filings' (RNS). Although it relates to share capital, it is a specific return about unallotted shares under schemes, not a general share issue announcement (SHA) or transaction (POS). Given the context of RNS distribution and the nature of the return, RNS is the best fit.
2023-12-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly announces 'Director/PDMR Transactions - Initial Notification' concerning the sale of shares by an HR Director (a Person Discharging Managerial Responsibilities or PDMR) and a Person Closely Associated (PCA). This content directly matches the definition of Director's Dealing, which is classified under the code DIRS. The presence of the RNS Number and the notification structure confirms it is a regulatory filing, but the specific content points precisely to DIRS.
2023-12-19 English
Issue of Ordinary Shares & Total Voting Rights
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is a short regulatory announcement identified by the 'RNS Number' header and the closing statement referencing RNS and the London Stock Exchange. The content explicitly details the 'Issue of ordinary shares' for an Executive Incentive Plan and updates the 'total number of voting rights'. This action—the issuance of new shares and the resulting change in total shares outstanding—falls directly under the category of Share Issue/Capital Change (SHA). Although it is distributed via RNS, the specific subject matter is more precise than the general RNS fallback.
2023-12-18 English

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