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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 2022-11-09 Declaration of Voting R…
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
Results of AGM 2 pages 154.1KB
Declaration of Voting Results & Voting Rights Announcements Classification · 100% confidence The document is titled 'Results of 2022 Insignia Financial Ltd Annual General Meeting' and provides detailed voting results for resolutions passed at the AGM, including re-election of directors and adoption of the remuneration report. It references compliance with Listing Rule 3.13.2 and section 251AA of the Corporations Act, which relate to disclosure of voting results. The document is short (3540 characters) and focuses solely on the official announcement of voting outcomes rather than the full AGM materials or presentations. Therefore, it fits the category of Declaration of Voting Results & Voting Rights Announcements (DVA).
2022-11-09 English
Response to APRA Announcement 1 page 396.8KB
Regulatory Filings Classification · 95% confidence The document is an ASX release dated 3 November 2022 announcing APRA's decision to impose additional licence conditions on Insignia Financial's superannuation trustees. It discusses regulatory actions and compliance measures but does not contain financial statements, detailed financial performance data, or management analysis. The document is relatively short (2483 characters) and serves as a regulatory announcement rather than a full report or detailed financial disclosure. It does not fit categories like Annual Report, Interim Report, or Earnings Release. It is not a certification or officer attestation. The content aligns best with a Regulatory Filing (RNS) as it is a general regulatory announcement about licence conditions imposed by APRA.
2022-11-02 English
Insignia Financial 1Q23 Quarterly Business Update 7 pages 196.7KB
Interim / Quarterly Report Classification · 95% confidence The document is an ASX release dated 27 October 2022 titled "Insignia Financial 1Q23 Quarterly Business Update." It provides detailed financial and operational data for the quarter ended 30 September 2022, including Funds Under Management and Administration (FUMA), net inflows/outflows, adviser numbers, integration milestones, and ESG initiatives. The content is comprehensive and covers a quarterly period with substantive financial data and analysis. It is not merely an announcement of a report but contains detailed quarterly business and financial updates. Therefore, it fits the definition of an Interim / Quarterly Report (IR). Q1 2023
2022-10-26 English
Change in substantial holding 41 pages 561.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 filed under the Corporations Act 2001, titled 'Notice of change of interests of substantial holder.' It details changes in voting power and relevant interests of a substantial shareholder (State Street Corporation and subsidiaries) in Insignia Financial Ltd. The form includes specifics about shareholdings, changes in association, and relevant interests, consistent with regulatory requirements for substantial shareholding notifications. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is substantive and not merely an announcement or certification, and it does not fit other categories such as director dealings or capital changes. Therefore, the correct classification is MRQ with high confidence.
2022-10-23 English
Change of Director's Interest Notice 2 pages 183.4KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rules and the Corporations Act. It details a change in a director's relevant interests in securities, including the number of shares held before and after the change, the nature of the change, and other related information. This matches the description of a Director's Dealing report, which involves reporting personal share transactions by company directors and executives. The document is concise and focused solely on this transaction, with no financial statements or broader company information. Therefore, it fits the 'Director's Dealing' category.
2022-10-13 English
Application for quotation of securities - IFL 6 pages 27.2KB
Share Issue/Capital Change Classification · 100% confidence The document is an application for quotation of securities issued under a dividend or distribution plan by Insignia Financial Ltd. It details the number of securities to be quoted, issue dates, and compliance with ASX Listing Rules. There are no financial statements, management discussion, or earnings data. The document is an announcement related to capital changes, specifically the issuance and quotation of new securities. This fits the category of Share Issue/Capital Change (SHA). The document length and content confirm it is not a brief notice but a detailed application for quotation of securities.
2022-10-12 English

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