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INSIGNIA FINANCIAL LTD — Investor Relations & Filings

Ticker · IFL ISIN · AU000000IFL2 LEI · 5493000NLB9VUM2IHC87 ASX Financial and insurance activities
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Filings indexed 2,636 across all filing types
Latest filing 2024-06-12 Major Shareholding Noti…
Country AU Australia
Listing ASX IFL

About INSIGNIA FINANCIAL LTD

https://www.insigniafinancial.com.au/

Insignia Financial Ltd is a wealth management organization providing financial advice, superannuation, and investment solutions. The company operates through integrated segments including financial advice, platforms, and asset management. It manages a diverse portfolio of brands such as MLC, Shadforth, and Bridges. Core activities involve the administration of retail and corporate superannuation funds, the provision of holistic financial planning services, and the management of investment portfolios across various asset classes. The firm focuses on delivering wealth management services to individual investors, corporate clients, and financial advisers, leveraging its scale to provide comprehensive platform technology and investment expertise.

Recent filings

Filing Released Lang Actions
Ceasing to be a substantial holder for TAH 7 pages 353.5KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 under the Corporations Act 2001 Section 671B, which is a notice of ceasing to be a substantial holder. It details changes in relevant interests of a substantial holder in voting securities, including dates, persons, nature of transactions, and quantities. This type of filing is a notification of changes in significant share ownership levels, typically required when crossing thresholds of shareholding. It is not a financial report, earnings release, or management report, but a regulatory notification about major shareholding changes. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement but a detailed notification of shareholding changes.
2024-06-12 English
Corporations Act Subsection 259C(2) Exemption Notice 10 pages 383.0KB
Major Shareholding Notification Classification · 95% confidence The document is a notice given under the Corporations Act 2001 (Cth) subsection 259C(2) exemption, related to aggregated percentage of voting shares controlled by associated entities of Insignia Financial Ltd. It includes detailed tables of shareholdings, changes in voting shares, and nature of interests of controlled entities. The document is addressed to the ASX Market Announcements Office and references previous notices. It is not a financial report, earnings release, or management discussion. It is a regulatory compliance notice about shareholding and voting control, specifically a major shareholding notification or related exemption notice. Given the detailed shareholding changes and voting power disclosures, this fits best under Major Shareholding Notification (MRQ). The document length and content confirm it is not a brief announcement or a report publication announcement but a substantive notification of shareholding changes and control disclosures.
2024-06-11 English
Insignia Financial 3Q24 Quarterly Business Update 6 pages 295.9KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Insignia Financial 3Q24 Quarterly Business Update' and provides detailed financial and operational data for the quarter ended 31 March 2024. It includes specific figures on Funds Under Management and Administration (FUMA), net inflows and outflows, adviser numbers, and progress on strategic initiatives. The content is comprehensive and covers a quarterly period with substantive financial data and analysis, not just a brief announcement or summary. There is no indication that this is a full annual report or an earnings release with only highlights. The detailed quarterly financial and business update aligns with the definition of an Interim / Quarterly Report (IR). The document length (over 14,000 characters) and detailed financial tables support this classification rather than a short announcement or regulatory filing. Therefore, the appropriate classification is Interim / Quarterly Report (IR). Q3 2024
2024-05-01 English
Initial Director's Interest Notice 2 pages 164.0KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3X Initial Director’s Interest Notice' and references ASX listing rule 3.19A.1 and section 205G of the Corporations Act. It details the appointment of a director and their relevant interests in securities, with no securities held. This matches the description of a Director's Dealing report, which involves reporting personal share transactions or interests by company directors. The document is short and specific to director interests, not a broader financial or management report. Therefore, it fits the 'Director's Dealing' category.
2024-04-30 English
Board Renewal 3 pages 116.3KB
Board/Management Information Classification · 100% confidence The document is an ASX release dated 29 April 2024 announcing the appointment of Ms Jodie Hampshire to the Board of Insignia Financial Ltd as an independent non-executive director effective 1 May 2024. It discusses board renewal and mentions other recent board appointments. There is no financial data, no mention of a report or financial results, and the content focuses solely on management/board changes. This fits the category of Board/Management Information (MANG). The document length is under 5,000 characters and is a direct announcement, not a report or presentation.
2024-04-28 English
Application for quotation of securities - IFL 6 pages 17.8KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 2A - Application for quotation of securities' and is an announcement from Insignia Financial Ltd regarding the application for quotation of securities issued under a dividend or distribution plan. It details the number of securities to be quoted, issue dates, and compliance with ASX Listing Rules. This is a formal application to list new securities on the exchange, not a report or financial statement. It is a regulatory announcement related to capital markets activity but does not describe a financing update or capital structure change in detail. The document is an official regulatory filing for securities quotation application under ASX rules, fitting best under Regulatory Filings (RNS).
2024-04-01 English

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