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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 2021-11-10 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 2 pages 69.6KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 605' and is a 'Notice of ceasing to be a substantial holder' under the Corporations Act 2001 Section 671B. It details changes in relevant interests of a substantial shareholder (Vanguard Group) in IOOF Holdings Limited, including dates, nature of changes, and number of securities affected. This type of filing is a notification about changes in significant share ownership levels, specifically ceasing to be a substantial holder. It is not a financial report, earnings release, or management information. Therefore, it fits the category of Major Shareholding Notification (MRQ). The document length and content confirm it is the actual notice, not just an announcement or certification.
2021-11-10 English
Becoming a substantial holder from MUFG 113 pages 1.3MB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 603' and references the Corporations Act 2001 Section 671B Notice of initial substantial holder. It details the substantial shareholding of Mitsubishi UFJ Financial Group, Inc. in IOOF Holdings Ltd, including voting power percentages, relevant interests, registered holders, consideration paid, and associates. This type of filing is a notification of a major shareholding or change in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not an annual report, earnings release, or any other financial report but a regulatory disclosure of shareholding. Therefore, the correct classification is MRQ with high confidence.
2021-11-01 English
Becoming a substantial holder 5 pages 140.2KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 under the Corporations Act 2001, titled 'Notice of initial substantial holder.' It details the substantial shareholding of First Sentier Investors Holdings Pty Limited and its associates in IOOF Holdings Ltd, including voting power, relevant interests, registered holders, consideration paid, and associates. This type of filing is a notification of a major shareholding or change in significant ownership levels, as required by regulatory authorities to disclose when a substantial holder crosses a threshold of ownership. It is not an annual report, earnings release, or any other financial report but a specific notification about shareholding. Therefore, the appropriate classification is Major Shareholding Notification (MRQ). The document length and detail support a confident classification.
2021-10-31 English
IOOF Q1 FY2022 update 10 pages 202.1KB
Interim / Quarterly Report Classification · 95% confidence The document is titled 'IOOF Q1 FY2022 update' and provides detailed financial and operational information for the quarter ended 30 September 2021. It includes quantitative data on funds under management and administration (FUMA), adviser numbers, business updates, and transformation progress. 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 key highlights. The detailed quarterly financial and operational update aligns with the definition of an Interim / Quarterly Report (IR). The document length (15,000 characters) and depth of information further support this classification rather than a short announcement or regulatory filing. Q1 2022
2021-10-27 English
Notice of Annual General Meeting/Proxy Form 13 pages 514.6KB
AGM Information Classification · 100% confidence The document is titled '2021 Notice of Annual General Meeting' and includes details about the upcoming AGM such as the date, time, virtual meeting instructions, proxy voting procedures, and items of business to be considered at the meeting. It contains the Chairman's letter inviting shareholders to the AGM and outlines resolutions to be voted on, including re-election of directors, remuneration report adoption, and a proposed company name change. The document does not contain actual financial statements or detailed financial analysis but rather serves as a formal notice and explanatory notes for the AGM. It is not the Annual Report (10-K) itself, nor is it a report publication announcement since it is substantive and detailed about the meeting. It is clearly a Notice of AGM, which falls under the category AGM Information (AGM-R).
2021-10-21 English
Annual Report to shareholders 145 pages 4.9MB
Annual Report Classification · 100% confidence The document is titled 'IOOF Holdings Ltd - 2021 Annual Report' and explicitly states it is the 2021 Annual Report. It contains detailed sections typical of an annual report, including Chairman's commentary, business highlights, financial results, environmental, social and governance report, directors, and financial report sections. The document length is substantial (15,000 characters), indicating it is the full report rather than a brief announcement. There is no indication that this is merely a notice of report publication or a certification. Therefore, the document fits the definition of an Annual Report (10-K). FY 2021
2021-10-21 English

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