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 2021-01-27 Declaration of Voting R…
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
Result of AGM
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document explicitly states 'Results of Annual General Meeting' and provides a detailed table showing the 'For', 'Against', and 'Withheld' votes for each resolution proposed at the meeting. This directly corresponds to the definition of 'Declaration of Voting Results & Voting Rights Announcements' (DVA). Although it relates to an AGM, the core content is the voting outcome, not the AGM presentation materials (AGM-R) or the proxy solicitation materials (PSI). The document is a formal announcement of voting results.
2021-01-27 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' concerning sales of ordinary shares by PDMRs (Fergus Lyons' PCA and Charles Galbraith). This content directly corresponds to insider trading reports or director's dealings. The presence of 'RNS Number' and the closing statement referencing RNS and the London Stock Exchange confirms it is a regulatory disclosure. The specific definition matching this content is 'Director's Dealing' (Code: DIRS).
2021-01-22 English
Q1 Trading Update
Earnings Release Classification · 100% confidence The document is explicitly titled 'Q1 trading update' and provides detailed financial and operational metrics (customer numbers, net inflows, AUA, AUM) for the three months ended 31 December 2020. This content structure—a summary of performance for a period shorter than a full year, released before the full annual report—is characteristic of an Interim/Quarterly Report (IR). Although it is a brief update, it contains substantial financial data tables, distinguishing it from a mere 'Report Publication Announcement' (RPA). The RNS Number suggests it is a regulatory filing, but the specific content points directly to the IR category. Q1 2021
2021-01-21 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 (Managing Director, Group Finance Director, etc.) under the 'Buy As You Earn scheme (BAYE)'. This content specifically relates to insider trading or personal share transactions by company directors/executives. This directly matches the definition for Director's Dealing (DIRS). The presence of the RNS Number and the reference to the EU Market Abuse Regulation confirms it is a regulatory disclosure of this nature.
2021-01-12 English
Annual Report and Notice of AGM
Report Publication Announcement Classification · 98% confidence The document is an RNS announcement dated January 5, 2021, titled 'Publication of Annual Report and Notice of Annual General Meeting'. It explicitly states that the Annual Report and Financial Statements for the year ended 30 September 2020 and the Notice of Annual General Meeting 2021 were posted to shareholders on December 18, 2020. The core purpose of this text is to announce the publication of these documents and provide details about the upcoming AGM, including voting procedures and location changes due to COVID-19. Since the document is short (4151 chars) and its primary function is to announce the availability of the Annual Report (10-K/AR) and the AGM details (AGM-R/PSI), it fits the definition of a Report Publication Announcement (RPA) or a general Regulatory Filing (RNS). Given that it specifically mentions the publication of the Annual Report and the AGM Notice, and the AGM details are central, it is a strong candidate for RPA. However, because it is a formal regulatory news service (RNS) announcement detailing the release of key statutory documents (Annual Report and AGM Notice), RNS is the most appropriate general regulatory category, or RPA if focusing on the announcement aspect. Since it announces both the AGM and the Annual Report publication, and the AGM details are prominent, RPA is slightly favored over RNS as it describes the action of publishing reports. Let's re-evaluate against the definitions. It announces the publication of the Annual Report (10-K) and the AGM Notice (AGM-R/PSI). Because it is an announcement *about* the publication rather than the full report itself, RPA (Report Publication Announcement) is the best fit, as per Rule 2.
2021-01-05 English
Notice of AGM 2021
AGM Information Classification · 100% confidence The document is explicitly titled 'Notice of Annual General Meeting to be held on Wednesday 27 January 2021'. It contains a letter to shareholders regarding the AGM, details on proxy voting for the meeting, and sets out the formal resolutions to be proposed at the AGM (including receiving accounts, approving remuneration, declaring dividends, re-electing directors, appointing auditors, and authority to allot shares). This content perfectly matches the definition of AGM Information, which is classified as AGM-R.
2021-01-05 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.