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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 2021-06-01 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 explicitly states it is a 'Director/PDMR Transaction - Initial Notification' concerning the sale of shares by a director (Simon Turner). It follows the required format for 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' under EU Market Abuse Regulation. This directly corresponds to the definition of Director's Dealing (insider trades). Filing Type Code: DIRS.
2021-06-01 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed under the RNS (Regulatory News Service) system, indicated by the 'RNS Number' and the closing statement referencing RNS as the news service of the London Stock Exchange. The content explicitly details a 'Director/PDMR Transaction - Initial Notification' concerning the purchase of ordinary shares by a person discharging managerial responsibilities (Mo Tagari, CTO). This specific activity—reporting personal share transactions by directors/executives—directly corresponds to the definition of Director's Dealing (DIRS). Although it is an RNS filing, the specific content is highly indicative of DIRS, which is a more precise classification than the general RNS fallback.
2021-05-28 English
Interim Results
Earnings Release Classification · 100% confidence The document explicitly states 'Interim results for the six months ended 31 March 2021' and provides detailed financial highlights, performance overviews, and management commentary covering a six-month period. This structure and content strongly indicate a comprehensive financial report for a period shorter than a year. This aligns perfectly with the definition of an Interim / Quarterly Report (IR). The presence of the RNS Number suggests it was disseminated via a regulatory news service, but the core content is the report itself, not just an announcement of its publication. H1 2021
2021-05-27 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification released via RNS (London Stock Exchange news service) dated May 12, 2021. The content explicitly details 'transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs), specifically reporting the purchase of ordinary shares under an employee scheme. This type of filing, which reports personal share transactions by directors and 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.
2021-05-12 English
Director Declaration
Board/Management Information Classification · 98% confidence The document is very short (1640 characters) and contains an RNS Number, indicating it is a regulatory announcement from the London Stock Exchange's news service. The content explicitly announces a change in a director's other board appointments ('Evelyn Bourke - other directorship') and cites Listing Rule 9.6.14(2). This type of announcement regarding director appointments/changes falls under Board/Management Information (MANG). Although it is a regulatory filing, MANG is more specific than the general RNS fallback.
2021-04-30 English
Q2 Trading Update
Earnings Release Classification · 95% confidence The document is a 'Q2 trading update' issued by AJ Bell PLC. It provides key performance indicators such as customer numbers, assets under administration (AUA), and assets under management (AUM) for the three-month period ended 31 March 2021. While it contains financial data, it is an initial announcement of quarterly performance highlights rather than a full interim financial report (which would include comprehensive financial statements). According to the filing definitions, an initial announcement of quarterly/periodical financial results is classified as an Earnings Release (ER). Q2 2021
2021-04-22 English

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