Skip to main content
AJ Bell PLC logo

AJ Bell PLC — Investor Relations & Filings

Ticker · AJB ISIN · GB00BFZNLB60 LEI · 213800VNKA7DPWXWJJ36 IL Financial and insurance activities
Open in API
Filings indexed 718 across all filing types
Latest filing 2022-11-29 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 explicitly starts with 'RNS Number : 9910H' and contains structured data related to a change in major shareholding ('TR-1: Standard form for notification of major holdings'). This form details the acquisition/disposal of voting rights by Liontrust Investment Partners LLP, crossing a threshold (10.007000% direct voting rights). The presence of 'RNS Number' and the nature of the filing (insider/major shareholder notification) strongly suggest this is a regulatory announcement distributed via the London Stock Exchange's RNS system. While 'Major Shareholding Notification' (MRQ) is a possibility, the document is clearly formatted as a standard regulatory notification distributed through the RNS service, which aligns best with the general 'Regulatory Filings' (RNS) category, especially since the content is a specific regulatory form (TR-1) rather than a general management report or a specific dividend notice. Given the explicit RNS header and the nature of the filing being a mandatory disclosure, RNS is the most appropriate general classification for this type of regulatory dissemination.
2022-11-29 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 9906H' 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' concerning an acquisition/disposal of voting rights by Liontrust Investment Partners LLP, crossing a threshold (10.377000%). This type of mandatory disclosure regarding changes in significant share ownership perfectly matches the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2022-11-29 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 share purchases by PDMRs (Persons Discharging Managerial Responsibilities) and PCAs (Persons Closely Associated) under the company's Buy As You Earn scheme. This content directly relates to insider trading or executive share transactions. This matches the definition for Director's Dealing (Code: DIRS). The presence of 'RNS Number' and the closing statement about RNS and the London Stock Exchange confirms it is a regulatory disclosure, but DIRS is the most specific category available for this content type.
2022-11-15 English
Notice of Results
Report Publication Announcement Classification · 99% confidence The document is a short announcement (1908 characters) from AJ Bell plc, dated November 15, 2022, stating that they 'expects to announce results for the year ended 30 September 2022 on Thursday 1 December 2022.' It also mentions that a copy of the results presentation will be available on their website at 07:00 GMT. This text is not the full results announcement (ER) or the full report (10-K/IR), but rather an announcement about *when* and *how* the results/presentation will be published. According to Rule 2 (The 'MENU VS MEAL' Rule), a short document announcing the publication of a report falls under Report Publication Announcement (RPA).
2022-11-15 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 2085G' 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 an acquisition of voting rights by Liontrust Investment Partners LLP, crossing a threshold (10.410000%). This type of mandatory disclosure regarding changes in significant share ownership perfectly matches the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2022-11-11 English
Year-end Trading Update
Earnings Release Classification · 99% confidence The document is identified by the RNS Number (4778D) and the header 'RNS Number : 4778D', indicating it is a regulatory announcement distributed via the London Stock Exchange's RNS service. The content is titled 'Year-end trading update' for the financial year ended 30 September 2022, providing key performance metrics (customer numbers, AUA, inflows/outflows) and commentary from the CEO. This structure—a brief update on recent performance metrics released via RNS—is characteristic of an Earnings Release (ER), which provides initial financial highlights before a full report (like a 10-K or IR). Although it contains detailed tables, its primary function, as indicated by the RNS distribution and the 'trading update' title, is the initial release of period results. FY 2022
2022-10-20 English

Browse filings by year

22 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.