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 2022-01-21 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 an official notification filed via RNS (RNS Number: 2772Z) dated January 21, 2022. The content explicitly details a 'Director/PDMR Transaction - Initial Notification' concerning the purchase of ordinary shares by a person closely associated (PCA) with a Person Discharging Managerial Responsibilities (PDMR). This type of insider transaction reporting, mandated under EU Market Abuse Regulation, directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content is highly specialized, making DIRS the most accurate classification over the general RNS fallback.
2022-01-21 English
Q1 Trading Update
Earnings Release Classification · 100% confidence The document is explicitly titled 'Q1 trading update' for AJ Bell plc, covering the three months ended 31 December 2021. It provides key performance indicators (customer numbers, net inflows, AUA) for the quarter and compares them to prior periods. This structure—a brief update on recent operational and financial performance for a period shorter than a year—is characteristic of an Earnings Release (ER). Although it contains detailed tables, the primary purpose is the initial announcement of period results, not the comprehensive, audited report (10-K or IR). The presence of the RNS Number and the closing statement about RNS distribution confirms it is a regulatory announcement, but the content itself is an Earnings Release. Q1 2022
2022-01-20 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly identified as an 'RNS Number' filing from 'AJ Bell PLC' dated '18 January 2022'. The content details a 'PDMR/PCA Transaction - Initial Notification' concerning the acquisition of ordinary shares by a Non-Executive Director (Helena Morrisey). This type of filing, reporting insider transactions (Director's Dealing) and mandated by market abuse regulations, is a specific type of regulatory announcement. While it reports insider trades (which aligns with DIRS), the structure, the presence of the RNS header, and the nature of the disclosure strongly suggest it is a general regulatory announcement disseminated via the RNS system. Since 'Director's Dealing' (DIRS) is a specific category for reporting personal share transactions by directors, and this document perfectly matches that description, DIRS is the most appropriate classification over the general RNS fallback.
2022-01-18 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement from AJ Bell PLC, dated January 12, 2022. The content explicitly details 'transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs/PCAs), including the nature of the transaction (Purchase of shares under BAYE), the price, volume, and resulting holdings. This type of mandatory disclosure regarding insider trading or executive share dealings directly corresponds to the definition of Director's Dealing. Therefore, the appropriate code is DIRS.
2022-01-12 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (London Stock Exchange news service) concerning a transaction involving a Person Discharging Managerial Responsibilities (PDMR) and a Person Closely Associated (PCA). Specifically, it details the transfer of shares between a director and his wife, citing compliance with the EU Market Abuse Regulation. This type of insider transaction disclosure is explicitly covered by the 'Director's Dealing' definition. The presence of 'RNS Number', 'PDMR/PCA Transaction', and the detailed transaction tables confirm this classification, which aligns with the 'DIRS' code.
2022-01-07 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly states 'RNS Number : 7785X' and details a transaction involving a PDMR (Person Discharging Managerial Responsibilities) and a PCA (Person Closely Associated). This type of mandatory disclosure regarding insider transactions (Director's Dealing) is typically filed under regulatory news services. The content perfectly matches the definition of Director's Dealing (DIRS), which involves reporting personal share transactions by directors and executives. Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2022-01-07 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.