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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 2020-03-31 Regulatory Filings
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
Form-8.3 INDIGOVISION Disclosure
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code (the "Code")'. This form is a specific regulatory filing related to interests in securities during a takeover or potential takeover situation. The RNS Number (2817I) and the mention of providing information to a Regulatory Information Service (RNS) confirm its nature as a regulatory disclosure. While it is a specific type of disclosure, among the provided codes, 'Director's Dealing' (DIRS) covers insider transactions, but this form is specifically about interests during a takeover bid, which is a specialized regulatory filing. Since there is no specific code for 'Takeover Code Disclosure Form 8.3', and it is a mandatory regulatory filing disseminated via RNS, the most appropriate general regulatory category is 'Regulatory Filings' (RNS), as it is a specific regulatory announcement that doesn't fit the other detailed categories like ER, 10-K, or DIV. However, given the context of insider/significant shareholder activity during a potential M&A event, it is a highly specific regulatory filing. Since 'RNS' is defined as 'General regulatory announcements and fallback category for miscellaneous filings that do not neatly fit into other specific categories,' and this is a very specific regulatory filing, RNS is the best fit among the options provided.
2020-03-31 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly mentions being provided by 'RNS, the news service of the London Stock Exchange'. The content details a transaction involving a Person Discharging Managerial Responsibilities (PDMR) and a Person Closely Associated (PCA) regarding the gifting of ordinary shares. This type of insider transaction disclosure falls under regulatory reporting concerning director/executive dealings. The specific definition that matches this content is 'Director's Dealing' (Code: DIRS). Although it is an RNS announcement, the specific nature of the content (PDMR/PCA shareholding) makes DIRS the most precise classification over the general RNS fallback.
2020-03-24 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed under RNS Number 4823G, dated March 17, 2020. It details a 'PDMR Transaction - Initial Notification' concerning the purchase of ordinary shares by Mohamed Tagari, a person discharging managerial responsibilities (CTO). This type of filing, reporting insider transactions by directors/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.
2020-03-17 English
PDMRs exercise of EIP options
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. This type of filing details insider trading or executive share transactions. This directly corresponds to the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2020-03-16 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is providing '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 (like Charles Galbraith, Roger Stott) and provides the required regulatory tables under the EU Market Abuse Regulation. This type of filing, reporting insider/director share transactions, directly corresponds to the 'Director's Dealing' category.
2020-03-13 English
Market Update – COVID-19 and BOE measures
Regulatory Filings Classification · 99% confidence The document is explicitly marked with an 'RNS Number' and states, 'This information is provided by RNS, the news service of the London Stock Exchange.' This immediately points towards a general regulatory announcement. The content discusses a 'Market update' regarding COVID-19 impacts and the Bank of England's interest rate reduction, which affects revenue and profit outlook. While it touches upon interest rates (IRAT) and provides a market update (ER/MDA), its primary function is to disseminate timely, material information via the official regulatory news service (RNS). Since it is a general market update/announcement that doesn't fit perfectly into ER (Earnings Release, which is usually structured results) or IRAT (which focuses only on rate changes), the most appropriate general regulatory filing category is RNS.
2020-03-11 English

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