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Bourse Direct — Investor Relations & Filings

Ticker · BSD ISIN · FR0000074254 LEI · 969500GFIL2Z81YKUM35 PA Financial and insurance activities
Filings indexed 160 across all filing types
Latest filing 2018-04-30 Report Publication Anno…
Country FR France
Listing PA BSD

About Bourse Direct

https://groupe.boursedirect.fr

Bourse Direct is an online brokerage firm operating across three primary business segments: brokerage, savings, and financial information. The brokerage division provides an online platform with tools and services for trading financial products, alongside account-keeping, custody, and back-office solutions. The savings segment offers a range of financial and real estate investment products, including tax-optimization solutions and a digital retirement savings plan. Additionally, the company manages a financial portal that provides stock market and economic news, also serving as a media and advertising platform.

Recent filings

Filing Released Lang Actions
Bourse Direct - Publication du document de référence 2017
Report Publication Announcement Classification · 1% confidence The document is a short press release (1256 characters) titled "Publication du document de référence 2017" (Publication of the 2017 Reference Document). It explicitly states that the 'document de référence 2017' has been filed with the AMF and is available on the company website. It also lists the components included in that reference document (annual financial report, management report, etc.). According to Rule #2 (The 'MENU VS MEAL' Rule), a short announcement stating that a report has been published or is available elsewhere classifies this document as a Report Publication Announcement (RPA), not the full report itself (which would likely be classified as 10-K or IR if comprehensive).
2018-04-30 French
Bourse Direct - CAC - Lettre de fin de travaux
Audit Report / Information Classification · 1% confidence The document is explicitly titled "Lettre de fin de travaux des commissaires aux comptes sur le document de référence 2017" (Letter concluding the work of the statutory auditors on the 2017 reference document). It details the verification work performed by the auditors (FIDORG AUDIT and ERNST & YOUNG Audit) concerning the annual accounts for the fiscal years ending December 31, 2017, 2016, and 2015, as incorporated into the reference document filed with the AMF (Autorité des marchés financiers). This content directly relates to the formal audit process and the resulting reports on financial statements, which aligns best with the 'Audit Report / Information' category (AR). Although it references the annual report (document de référence), the document itself is the auditor's concluding letter regarding their work, not the full annual report (10-K) or a general earnings release (ER). FY 2017
2018-04-30 French
Bourse Direct - Attestation du responsable du document
Audit Report / Information Classification · 1% confidence The document is titled "Attestation du responsable du document de référence" (Attestation of the person responsible for the reference document) and is dated April 30, 2018. It contains a formal declaration by the Chairman of the Management Board (Président du Directoire) attesting to the accuracy and completeness of the information contained within a 'document de référence' (reference document) and confirming that the financial statements give a true and fair view. This type of formal attestation, often required for major regulatory filings like the annual registration document in European jurisdictions (which often corresponds to the 10-K equivalent), is a key component of comprehensive annual reporting or governance documentation. Given the context of attesting to the entire reference document, which includes financial statements and management reports, it strongly relates to the comprehensive annual filing. However, since the text itself is only the attestation page and not the full report, and it references a 'document de référence' (which is often the French equivalent of a Registration Document or 10-K), the most appropriate classification among the provided options that covers comprehensive annual reporting information is the Annual Report (10-K), or potentially Governance Information (CGR) if viewed strictly as a governance statement. Since the attestation covers the financial results and management report sections of the reference document, it is intrinsically linked to the annual reporting cycle. Given the options, and recognizing this as a formal declaration required for the annual filing package, 10-K is the closest fit for the underlying comprehensive report being attested to, although it could also be seen as a Governance component. I will classify it as 10-K as the attestation covers the entire scope of the annual filing. FY 2017
2018-04-30 French
Bourse Direct - Document de référence 2017
Annual Report Classification · 1% confidence The document is titled 'DOCUMENT DE RÉFÉRENCE 2017' and explicitly states it was filed with the Autorité des marchés financiers (AMF). It contains a comprehensive summary of the company's activities, financial statements, governance, risk management, and social/environmental information for the fiscal year 2017. In the French regulatory context, a 'Document de Référence' is the equivalent of an Annual Report (10-K). FY 2017
2018-04-30 French
Bourse Direct - Mise à disposition Rapport financier semestriel 2017
Report Publication Announcement Classification · 1% confidence The document is a very short press release (612 characters) dated August 31, 2017. The title explicitly states it is a 'Communiqué de mise à disposition du rapport financier semestriel' (Announcement of the availability of the semi-annual financial report). It informs the public that the semi-annual report for June 30, 2017, has been made available and filed with the AMF, and directs readers to the website to consult it. According to the 'MENU VS MEAL' rule, a short announcement stating that a report is available or published should be classified as a Report Publication Announcement (RPA), not the comprehensive report itself (which would be IR).
2017-08-31 French
Bourse Direct: Rapport Financier Semestriel 2017
Interim / Quarterly Report Classification · 1% confidence The document is titled 'RAPPORT FINANCIER SEMESTRIEL 2017' (Semi-Annual Financial Report 2017) for Bourse Direct. It contains comprehensive financial statements, including the balance sheet (Bilan Actif/Passif), income statement (Compte de Résultat), and cash flow statement (Tableau des Flux de Trésorerie) for the first half of 2017. It also includes management's discussion and analysis of the results. Since it covers a period shorter than a full fiscal year and contains substantive financial data, it is classified as an Interim/Quarterly Report. H1 2017
2017-08-31 French

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