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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 2020-11-12 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 released via RNS (RNS Number: 1421F) dated November 12, 2020. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It lists specific share purchases made by directors/executives (Charles Galbraith, Roger Stott, etc.) under the company's Buy As You Earn scheme. This content directly corresponds to the definition of Director's Dealing (insider trades by executives). Therefore, the appropriate code is DIRS.
2020-11-12 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and contains fields detailing the 'acquisition or disposal of voting rights' by 'BlackRock, Inc.' in 'AJ Bell PLC'. This type of filing, which reports changes in significant share ownership thresholds, directly corresponds to the definition of Major Shareholding Notification. The RNS Number and the reference to the FCA confirm it is a regulatory disclosure related to ownership changes, matching the criteria for the Major Shareholding Notification code (MRQ).
2020-11-05 English
Year-end Trading Update
Earnings Release Classification · 100% confidence The document is titled 'Year-end trading update' for AJ Bell plc, dated October 22, 2020, and provides key performance metrics (customer numbers, assets under administration, net inflows) for the financial year ended September 30, 2020. It includes detailed tables comparing FY2020 results to FY2019 and quarterly historical data. This content structure—a summary of financial performance for a completed period, often released before the full audited report—is characteristic of an Earnings Release (ER). Although it contains detailed figures, it is explicitly a 'trading update' and notes that the 'full results' will be announced later on December 3, 2020. Therefore, it functions as the initial announcement of period results, fitting the definition of an Earnings Release (ER). It is not a comprehensive Interim/Quarterly Report (IR) as it covers the full year, nor is it the final 10-K. FY 2020
2020-10-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification released via RNS (RNS Number : 9579B) on October 13, 2020. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It lists specific purchases of ordinary shares by named executives (Charles Galbraith, Roger Stott, etc.) and provides detailed tables regarding the transaction (price, volume, date) and resulting shareholdings. This perfectly matches the definition of Director's Dealing (insider trades by executives).
2020-10-13 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification released via RNS (RNS Number: 0736B) dated October 5, 2020. The title explicitly states it is a "Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them." The content details the purchase of ordinary shares by PDMRs (Managing Director, Group Finance Director, etc.) under a share scheme. This perfectly matches the definition of Director's Dealing (insider trades by executives). Therefore, the classification is DIRS.
2020-10-05 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly marked with an 'RNS Number' and contains detailed tables reporting transactions ('Sale of Ordinary Shares') by 'persons discharging managerial responsibilities (PDMR)' and directors (Andy Bell, Les Platts). This type of mandatory disclosure regarding insider trading or executive share dealings is specifically categorized as Director's Dealing (DIRS). Although it is distributed via RNS, the core content is the director transaction report, making DIRS the most precise classification over the general RNS fallback.
2020-08-17 English

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