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AJ Bell PLC — Investor Relations & Filings

Ticker · AJB ISIN · GB00BFZNLB60 LEI · 213800VNKA7DPWXWJJ36 IL Financial and insurance activities
Filings indexed 687 across all filing types
Latest filing 2025-12-12 Report Publication Anno…
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
Notice of AGM
Report Publication Announcement Classification · 1% confidence The document is a short announcement (2867 characters) from AJ Bell PLC stating that the Annual Report and Financial Statements for 2025 and the Notice of the Annual General Meeting have been published and are available for inspection online. Per the 'Menu vs Meal' rule, this is an announcement of the availability of reports rather than the reports themselves, making it a Report Publication Announcement (RPA).
2025-12-12 English
Proxy Form
Proxy Solicitation & Information Statement Classification · 1% confidence The document is a 'Form of Proxy' for the AJ Bell Plc Annual General Meeting 2026. It provides shareholders with the ability to appoint a proxy to vote on specific resolutions (such as re-electing directors, approving remuneration, and declaring dividends) at the upcoming AGM. Documents that solicit shareholder votes and provide information for an upcoming meeting are classified as Proxy Solicitation & Information Statements.
2025-12-12 English
Notice of AGM
Proxy Solicitation & Information Statement Classification · 1% confidence The document is a formal 'Notice of Annual General Meeting' for AJ Bell plc. It contains the agenda, proposed resolutions (ordinary and special), instructions for proxy voting, and details regarding the meeting logistics. This document is a classic proxy statement sent to shareholders to solicit votes for the upcoming AGM, which aligns perfectly with the definition of a Proxy Solicitation & Information Statement.
2025-12-12 English
Transaction in Own Shares
Transaction in Own Shares Classification · 1% confidence The document is an official announcement from AJ Bell PLC regarding the purchase of its own shares (share buyback) on the London Stock Exchange and other venues. It includes specific details such as the number of shares purchased, price paid, and the impact on total voting rights. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS).
2025-12-12 English
Transaction in Own Shares
Transaction in Own Shares Classification · 1% confidence The document is an official announcement from AJ Bell plc regarding the purchase of its own shares (share buyback) on the London Stock Exchange. It includes specific details such as the number of shares purchased, price paid, and the impact on total voting rights. This aligns perfectly with the definition for 'Transaction in Own Shares' (POS).
2025-12-11 English
Director/PDMR Shareholding
Director's Dealing Classification · 1% confidence The document is a formal notification of transactions by persons discharging managerial responsibilities (PDMRs) at AJ Bell plc. It explicitly follows the standard regulatory format for reporting insider dealings, including details of the individuals, their positions, the nature of the transactions (vesting of awards and subsequent sales for tax purposes), and the specific financial instruments involved. This aligns perfectly with the definition of a Director's Dealing (DIRS) filing.
2025-12-10 English

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