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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 2020-06-11 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 · 98% confidence The document explicitly states 'RNS Number : 7144P' and 'This information is provided by RNS, the news service of the London Stock Exchange.' The content is a 'TR-1: Standard form for notification of major holdings,' which details changes in voting rights by a shareholder (LIONTRUST INVESTMENT PARTNERS LLP) in the issuer (AJ Bell Plc). This type of mandatory disclosure regarding significant changes in share ownership thresholds directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content is a major holding notification, making MRQ the most precise classification over the general RNS fallback.
2020-06-11 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (Regulatory News Service) concerning a transaction by a Person Discharging Managerial Responsibilities (PDMR), Bruce Robinson. The content explicitly details the exercise of share options and the resulting change in his shareholding, which falls under insider trading or director's dealing regulations (EU Market Abuse Regulation). This directly corresponds to the definition of Director's Dealing (DIRS). Although it uses the RNS distribution service, the specific content is about director transactions, making DIRS the most precise classification over the general RNS fallback.
2020-06-08 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly marked with an 'RNS Number' and contains a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This structure, detailing purchases of ordinary shares by a PDMR (Mo Tagari) and a PCA (Amber Tagari), is characteristic of insider trading disclosure required under market abuse regulations. The presence of 'RNS Number' and the reference to the London Stock Exchange strongly suggest this is a regulatory announcement. Since the content specifically details director/insider transactions, the most appropriate classification is 'Director's Dealing' (DIRS). It is not a general regulatory filing (RNS) because a more specific category exists.
2020-06-01 English
AGM concert party resolutions
Declaration of Voting Results & Voting Rights Announcements Classification · 99% confidence The document is explicitly marked with an 'RNS Number' and contains information released via RNS, the news service of the London Stock Exchange. The content discusses the results and subsequent actions following a vote on 'Waiver Resolutions' at the 'annual general meeting on 24 January 2020 (AGM)'. While it relates to the AGM, it is a formal statement *following* the meeting, addressing shareholder concerns about the vote outcome, rather than the AGM presentation itself (AGM-R) or the proxy materials (DEF 14A/PSI). Since it is a formal, post-meeting statement providing an update on governance/voting matters and is distributed via the RNS system, it fits best as a general Regulatory Filing (RNS) or potentially a Governance Information (CGR) update. Given the explicit RNS header and the nature of providing an update on a specific voting outcome and subsequent board action, RNS is the most appropriate general classification for this type of regulatory news release.
2020-05-29 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly labeled with 'RNS Number : 3538O' and contains the header 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership thresholds, which directly corresponds to the definition of Major Shareholding Notification. The filing is made to the FCA (Financial Conduct Authority) and is distributed via RNS (Regulatory News Service). Therefore, the most specific classification is Major Shareholding Notification (MRQ). Although it is distributed via RNS, MRQ is a more precise category than the general RNS fallback.
2020-05-29 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document explicitly starts with "RNS Number : 9720N" and contains the header "NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA...)". This structure, along with the content detailing changes in voting rights held by a major shareholder (Invesco Ltd.) crossing a threshold, clearly identifies it as a regulatory filing concerning share ownership changes. The filing type that covers notifications of changes in significant share ownership levels (crossing thresholds) is Major Shareholding Notification (MRQ). Although RNS is present, MRQ is more specific for this content type.
2020-05-26 English

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