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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 2022-07-06 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
Becoming a substantial holder 86 pages 505.3KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001 Section 671B, which pertains to notices of substantial shareholding. It details the initial substantial holder's identity, voting power, relevant interests, registered holders, consideration paid, and associates. The content is a formal notification of a substantial shareholding in a company, including annexures with detailed shareholding and transaction information. This type of filing corresponds to a Major Shareholding Notification, which is used to inform the market and regulators about significant changes in share ownership levels crossing thresholds. The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure about shareholding. Therefore, the correct classification is Major Shareholding Notification (MRQ). The document length and detail support a high confidence in this classification.
2022-07-06 English
Change in substantial holding 2 pages 84.7KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 filed under the Corporations Act 2001 Section 671B, titled 'Notice of change of interests of substantial holder.' It details changes in voting power and relevant interests of a substantial shareholder group in Insignia Financial Ltd, including dates of changes, previous and present voting power, and particulars of relevant interests. This type of filing is a notification of changes in significant share ownership levels, which corresponds to the category 'Major Shareholding Notification.' The document is not a financial report, earnings release, or management report, but a regulatory disclosure about shareholding changes.
2022-06-20 English
Corporations Act Subsection 259C(2) Exemption Notice 10 pages 155.4KB
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 details changes in voting shares, net economic exposure, and lists share transactions by controlled entities. The document is a formal regulatory notice about shareholding and voting control, not a financial report, earnings release, or management discussion. It is not a report publication announcement since it contains substantive detailed information about shareholdings and transactions. The document fits the definition of a Major Shareholding Notification (MRQ), which covers notifications of changes in significant share ownership levels or aggregated voting shares. Therefore, the correct classification is MRQ with high confidence.
2022-06-09 English
Ceasing to be a substantial holder 17 pages 393.0KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and references 'Corporations Law Section 671B' which relates to substantial shareholder notices. It details changes in relevant interests of a substantial holder, Franklin Resources, Inc., including dates and associations. The content is a formal notice of ceasing to be a substantial holder, listing associates and addresses. There is no financial data, earnings, management discussion, or report publication. This type of document is a notification of changes in significant share ownership levels, fitting the definition of Major Shareholding Notification (MRQ). The document length is substantial and contains detailed information about shareholding changes, not a mere announcement or certification.
2022-05-17 English
Insignia Financial 3Q22 Quarterly Business Update 5 pages 172.6KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'Insignia Financial 3Q22 Quarterly Business Update' and provides detailed financial and operational data for the quarter ended 31 March 2022. It includes quantitative data on Funds Under Management and Administration (FUMA), net inflows, adviser numbers, and business updates. The document is approximately 13,439 characters long, which is substantial and contains actual financial data and analysis for a quarterly period. It is not merely an announcement or a brief summary but a comprehensive quarterly update. There is no indication that this is a full annual report (10-K) or an earnings release (ER) which typically focus on earnings highlights. The detailed quarterly financial data and business commentary align with the definition of an Interim / Quarterly Report (IR). Q3 2022
2022-04-25 English
Change of Director's Interest Notice 2 pages 181.3KB
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 length is 3508 characters, which is consistent with a detailed notice rather than a brief announcement. There is no indication that this is an annual report, audit report, or any other type of filing. Therefore, the correct classification is Director's Dealing (DIRS).
2022-04-10 English

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