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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 2021-12-08 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 is titled 'TR-1: Standard form for notification of major holdings' and is dated December 8, 2021. It details an acquisition or disposal of voting rights by BlackRock, Inc., crossing a threshold (resulting in 5.05% ownership). This type of mandatory disclosure regarding changes in significant share ownership is specifically covered by 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.
2021-12-08 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (indicated by the RNS Number and the closing statement referencing RNS and the London Stock Exchange). The content explicitly details 'Transaction(s) by persons discharging managerial responsibilities (PDMR)' involving the sale and repurchase of ordinary shares by a director/Company Secretary (Bruce Robinson). This type of insider transaction disclosure directly corresponds to the definition of Director's Dealing (DIRS). Although it mentions RNS, the core content is the transaction report, not just an announcement of a report's publication (RPA).
2021-12-07 English
Director/PDMR Shareholding - Replacement
Director's Dealing Classification · 100% confidence The document is explicitly titled as a 'CORRECTION' to a previous 'Notification and public disclosure of transactions by a person discharging managerial responsibilities' announcement, released via RNS. It details the purchase of shares by a Person Closely Associated (PCA) with the CEO, which falls under insider trading disclosure rules (MAR). The structure, content (Name, Position/status, Transaction details: Purchase, Price, Volume), and the explicit mention of 'RNS Number' and 'RNS' service confirm this is a regulatory filing concerning director/insider transactions. This aligns perfectly with the definition for Director's Dealing (DIRS).
2021-12-06 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (RNS Number: 5778U) concerning a transaction in the company's own shares by a Person Discharging Managerial Responsibilities (PDMR), Mo Tagari. The content explicitly details the purchase of ordinary shares by an executive, which falls under insider trading disclosure requirements (EU Market Abuse Regulation). This specific type of filing, reporting personal share transactions by directors/executives, directly corresponds to the 'Director's Dealing' category (DIRS). Although it uses the RNS service, the specific content is highly targeted, making DIRS a more accurate classification than the general RNS fallback.
2021-12-03 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly states 'Director/PDMR Transaction - Initial Notification' and details the purchase of shares by the Chief Executive Officer (a Person Discharging Managerial Responsibilities or PDMR). It follows a structured notification format required under EU Market Abuse Regulation, detailing the transaction, the person involved, and the issuer. This perfectly matches the definition of a Director's Dealing report (insider trades by executives). The presence of 'RNS Number' and the closing statement about RNS being the news service of the London Stock Exchange confirms it is a regulatory disclosure, but the specific content points directly to DIRS.
2021-12-03 English
Appointment of Chief Financial Officer
Board/Management Information Classification · 100% confidence The document is an official announcement dated December 2, 2021, originating from AJ Bell plc, identified by the RNS Number (2960U) and referencing the London Stock Exchange's RNS service. The core content announces the 'Appointment of Chief Financial Officer' (Peter Birch). This type of announcement, detailing changes in senior management or the board of directors, directly corresponds to the definition for Board/Management Information (MANG). Although it is an RNS filing, MANG is the more specific category for management changes.
2021-12-02 English

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