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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 2023-01-13 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 · 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 and their PCAs. It explicitly mentions compliance with the EU Market Abuse Regulation and is distributed via RNS (the news service of the London Stock Exchange). This content directly corresponds to the reporting of insider trades or director's dealings. Therefore, the appropriate classification is 'Director's Dealing' (DIRS).
2023-01-13 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification released via RNS (RNS Number: 5382M) dated 12 January 2023. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs/PCAs). This involves reporting personal share transactions (awards of free shares) by directors and executives. This perfectly matches the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content is about insider transactions, making DIRS the most precise classification over the general RNS fallback.
2023-01-12 English
Block Listing Six Monthly Return
Remuneration Information Classification · 99% confidence The document is explicitly titled 'BLOCK LISTING SIX MONTHLY RETURN' and is distributed via 'RNS Number : 6784K'. It details the status of unallotted securities under various share option/incentive plans over a six-month period (June 24, 2022, to December 23, 2022). This type of periodic return concerning the listing of shares, especially when distributed through the RNS system (London Stock Exchange's news service), falls under general regulatory announcements. Since there is no specific category for a 'Block Listing Six Monthly Return' among the provided definitions, the most appropriate fallback category is 'Regulatory Filings' (RNS), as it is a mandatory regulatory disclosure to the exchange.
2022-12-23 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly details transactions (acquisition and subsequent sale) involving shares by a Director/PDMR (Mohamed Tagari, Chief Technology Officer) of AJ Bell plc. This type of filing, which reports personal share transactions by company directors and executives, directly corresponds to the definition of 'Director's Dealing'. The presence of 'PDMR Transaction - Initial Notification' and the structured tables confirming the transactions confirm this classification. The RNS Number format (3005K) suggests a regulatory announcement, but the content is specific to insider trading disclosure, matching the 'DIRS' code.
2022-12-20 English
Publication of Annual Report and Notice of AGM
Report Publication Announcement Classification · 98% confidence The document explicitly states: "AJ Bell has posted the Annual Report and Financial Statements for the year ended 30 September 2022 and the Notice of Annual General Meeting 2023 to shareholders." It also mentions the date and location of the upcoming Annual General Meeting (AGM). Since the document is an announcement about the publication of both the Annual Report and the AGM Notice, and given its short length (4092 chars) and the presence of RNS boilerplate language, it fits the definition of a Report Publication Announcement (RPA) rather than the full 10-K or AGM materials themselves. However, because it specifically announces the publication of the Annual Report and the AGM Notice, it strongly relates to both 10-K and AGM-R. Given the primary function is to announce the availability of these documents, RPA is a strong candidate. If RPA were not available, the combination of 'Annual Report' and 'Notice of Annual General Meeting' suggests a dual nature. Since RPA is defined as 'Announcement regarding the timing, release, or publication of company reports,' and this document is exactly that, RPA is the most precise fit based on the 'MENU VS MEAL' rule.
2022-12-19 English
Notice of AGM 2023
AGM Information Classification · 100% confidence The document explicitly states it is a "Notice of Annual General Meeting to be held on Wednesday 8 February 2023". It details the time, location, proxy voting instructions, and lists the specific resolutions to be voted upon at the AGM, including the adoption of accounts, remuneration policy, director re-elections, and dividend declaration. This content perfectly matches the definition of AGM Information (AGM-R). Although it mentions the Annual Report (Resolution 1), the document itself is the notice convening the meeting, not the full report.
2022-12-18 English

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