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 2019-08-15 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 Transaction Initial Notification
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'. It details the sale and repurchase of shares by a Director/PDMR (Simon Turner) of AJ Bell plc. This type of insider transaction reporting, especially when filed via RNS (London Stock Exchange's news service), directly corresponds to the definition of Director's Dealing (DIRS). Although it is an RNS announcement, the specific content is highly indicative of DIRS, which is a more precise classification than the general RNS fallback.
2019-08-15 English
Q3 Trading Update
Earnings Release Classification · 99% confidence The document is identified by the RNS Number header and the date stamp, indicating it is a regulatory announcement from the London Stock Exchange's RNS service. The title is 'Q3 trading update' for the three months ended 30 June 2019. This content provides key performance indicators (customer numbers, AUA) and commentary for a specific financial period shorter than a year, which aligns with the definition of an Interim/Quarterly Report (IR). However, the document structure, starting with 'RNS Number' and providing high-level metrics immediately, strongly suggests it is the initial release of these results, rather than the comprehensive report itself. The content is a 'trading update' which typically precedes or summarizes the full Interim Report. Given the options, 'Earnings Release (ER)' is the best fit for an initial announcement of periodical financial results (key highlights only), as opposed to the comprehensive 'Interim / Quarterly Report (IR)' which would be much more detailed, or 'Report Publication Announcement (RPA)' which usually just announces the availability of another document. Since this document *contains* the results highlights, ER is more appropriate than RPA. Q3 2019
2019-07-25 English
PDMR/PCA Transaction - Initial Notification
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is 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), specifically a transfer of shares. This type of insider transaction disclosure is mandated under market abuse regulations. While it relates to director/executive activity (which might suggest DIRS), the format and source (RNS notification) strongly point towards a general regulatory announcement. Since 'Director's Dealing' (DIRS) is a specific category for reporting personal share transactions by directors, and this document perfectly matches that description (PDMR/PCA transaction notification), DIRS is the most appropriate classification over the general 'RNS' fallback.
2019-07-04 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly identified by the header 'RNS Number : 4100E' and contains the standard format for 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification. The filing date is July 3, 2019, and it details the resulting shareholding percentage (15.96%) of Invesco Ltd. in AJ Bell PLC. This fits the definition for Major Shareholding Notification (MRQ) better than the general Regulatory Filings (RNS), although RNS is the distribution channel.
2019-07-03 English
Issue of ordinary shares
Share Issue/Capital Change Classification · 98% confidence The document is identified by the 'RNS Number' header and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details the 'Issue of ordinary shares' related to employee incentive plans and updates the total number of shares in issue and voting rights. This action—the issuance of new shares—falls directly under the definition of 'Share Issue/Capital Change' (SHA). Although it is distributed via RNS, the core subject matter is a capital structure change, making SHA the most specific classification. The document length is short, but the content is a direct announcement of a capital event, not just an announcement *about* a report.
2019-07-02 English
Change of Auditor
Regulatory Filings Classification · 99% confidence The document is identified by the 'RNS Number' header and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content announces a 'Change of Auditor' (KPMG LLP to BDO LLP), which is a significant corporate event requiring immediate public disclosure. Since this is a short, formal announcement of a corporate event via the RNS system and does not appear to be a full report (like 10-K or IR), it fits best under the general Regulatory Filings category (RNS) or potentially a specific category if one applied. While it relates to governance/audit, it is primarily a disclosure of a procedural change. Given the explicit RNS identification and the nature of the announcement (Change of Auditor), RNS is the most appropriate general classification for this type of regulatory news release.
2019-06-25 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.