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AJ Bell PLC — Investor Relations & Filings

Ticker · AJB ISIN · GB00BFZNLB60 LEI · 213800VNKA7DPWXWJJ36 IL Financial and insurance activities
Filings indexed 718 across all filing types
Latest filing 2023-03-15 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 a formal notification filed on the RNS (Regulatory News Service) of the London Stock Exchange, dated March 15, 2023. The content explicitly details 'transactions by persons discharging managerial responsibilities (PDMR)' and persons closely associated with them, specifically reporting the purchase of ordinary shares under an employee scheme (BAYE). This type of filing, reporting insider transactions by directors/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.
2023-03-15 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 7024R' and contains a standardized form titled 'TR-1: Standard form for notification of major holdings'. This form details changes in voting rights held by a major shareholder (Liontrust Investment Partners LLP) in AJ Bell PLC, crossing a notification threshold. This type of mandatory disclosure regarding significant changes in share ownership is specifically covered by the Major Shareholding Notification category. Although it is distributed via RNS, the specific content dictates the 'MRQ' classification over the general 'RNS' fallback.
2023-03-02 English
Issue of ordinary shares
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is an official notification identified by the 'RNS Number' and the closing statement referencing RNS and the London Stock Exchange. The content explicitly details the 'Issue of ordinary shares' due to an incentive plan and updates the 'total number of ordinary shares in issue' and 'total number of voting rights'. This directly relates to changes in the company's capital structure via share issuance, matching the definition for Share Issue/Capital Change (SHA). Although it is distributed via RNS, the specific subject matter is more precise than the general fallback category.
2023-02-28 English
Group of companies' accounts made up to 2022-09-30
Regulatory Filings
2023-02-28 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' and details the purchase of ordinary shares by PDMRs (Persons Discharging Managerial Responsibilities) and PCAs (Persons Closely Associated) under the company's share scheme. This directly corresponds to the definition of Director's Dealing (insider trades by executives/directors). The RNS Number format and the reference to EU Market Abuse Regulation further confirm this is a regulatory disclosure concerning insider transactions. Therefore, the appropriate code is DIRS.
2023-02-15 English
Results of AGM
AGM Information Classification · 99% confidence The document explicitly states it contains the "Results of Annual General Meeting" and details the outcome of all proposed resolutions voted upon at the "2023 annual general meeting ('AGM')". This directly corresponds to the definition of AGM Information (AGM-R), which covers presentations and materials shared during the AGM. Although it reports results, the primary context is the AGM event itself, making AGM-R the most precise fit over DVA (Declaration of Voting Results), as this document is the official report *from* the meeting.
2023-02-08 English

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