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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 2020-12-17 Capital/Financing Update
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
IOOF announces changes to external platform arrangements 2 pages 142.4KB
Capital/Financing Update Classification · 90% confidence The document is an announcement dated 18 December 2020 from IOOF Holdings Ltd regarding changes to its external platform arrangements, including termination of a relationship with BT and a new agreement with HUB24. It discusses strategic business decisions, financial impacts, and future plans but does not contain detailed financial statements, comprehensive financial data, or regulatory filings. The document is a corporate announcement about business arrangements and strategy rather than a formal financial report or regulatory filing. It does not fit categories like Annual Report, Interim Report, Earnings Release, or Regulatory Filings. It is not about management changes, voting results, or legal proceedings. The content aligns best with a Capital/Financing Update as it discusses financial impacts of the termination and new agreements affecting the company's capital and revenue streams.
2020-12-17 English
Appendix 3G 14 pages 336.7KB
Share Issue/Capital Change Classification · 100% confidence The document is an Appendix 3G notification filed with the ASX, detailing the issue of securities under an employee incentive scheme. It includes specific information about the number and type of securities issued, recipients including key management personnel, and references to ASX rules (3.10.3A, 3.10.3B, 3.10.3C). The document is a formal announcement of the issuance of equity securities, specifically performance rights, under employee incentive plans. This type of filing corresponds to announcements about share issues or capital changes rather than a full financial report or management discussion. Therefore, it fits the category of Share Issue/Capital Change (SHA). The document length and detail confirm it is not a mere announcement of a report but a substantive notification of capital changes.
2020-12-17 English
AXX: IOOF's acquisition of MLC Wealth Management not opposed 2 pages 250.6KB
M&A Activity Classification · 95% confidence The document is a media release dated 14 December 2020 announcing that the ACCC (Australian Competition and Consumer Commission) will not oppose IOOF's proposed acquisition of MLC Wealth Management. It discusses the competitive review and market impact of the acquisition but does not contain financial statements, detailed financial data, or regulatory filings. It is an announcement related to a merger/acquisition transaction but is not a formal merger filing or proxy statement. Given the nature of the content as a public announcement of regulatory approval for an acquisition, the most appropriate classification is M&A Activity (TAR). The document length is short (3140 characters), and it is clearly a media release rather than a detailed report or filing.
2020-12-13 English
ACCC announces it will not oppose proposed MLC acquisition 2 pages 142.6KB
M&A Activity Classification · 95% confidence The document is a press release announcing that the Australian Competition and Consumer Commission (ACCC) will not oppose IOOF Holdings Ltd's proposed acquisition of MLC. It discusses regulatory approvals and the expected timeline for completion of the acquisition. There are no financial statements, detailed financial data, or comprehensive report content. The document is an announcement related to merger activity, specifically about regulatory approval for a merger. Therefore, it fits best under the category for M&A Activity (TAR). The document length is short and it is clearly an announcement rather than a full report or filing.
2020-12-13 English
IOOF provides an update on AET 2 pages 111.6KB
Capital/Financing Update Classification · 95% confidence The document is a short announcement (2021 characters) providing an update on the status of a potential sale of the Australian Executor Trustees retail trustee business (AET) by IOOF Holdings Ltd. It references a previous update from the FY20 results presentation but does not contain any financial statements, detailed financial data, or comprehensive report content. The document is clearly an update on a capital transaction discussion that has ceased, focusing on strategic priorities. It is not a full financial report, earnings release, or detailed investor presentation. Given the nature of the content—an update on a potential sale and strategic focus—the most appropriate classification is Capital/Financing Update (CAP). The document is not a report publication announcement or regulatory filing as it contains substantive update information rather than just a notice or certification. Confidence is high due to clear content and context.
2020-12-02 English
Virtual Investor Briefing 2020 77 pages 7.9MB
Regulatory Filings
2020-11-30 English

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