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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 2020-10-22 AGM Information
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
Notice of Annual General Meeting/Proxy Form 15 pages 422.0KB
AGM Information Classification · 100% confidence The document is titled '2020 Notice of Annual General Meeting' and includes details about the upcoming AGM such as date, time, virtual meeting arrangements, voting procedures, items of business to be considered, and proxy information. It contains the Chairman's letter inviting shareholders to the AGM and outlines the agenda including receipt of financial statements, election of directors, remuneration report, and other resolutions. The document does not contain the actual financial statements or detailed reports but rather serves as a notice and explanatory notes for the AGM. It is a formal announcement to shareholders about the meeting and how to participate, which fits the definition of AGM Information (AGM-R). The document length is substantial but it is clearly a notice and not the full annual report or financial statements themselves.
2020-10-22 English
Annual Report to shareholders 137 pages 2.1MB
Annual Report Classification · 100% confidence The document is titled 'IOOF Holdings Ltd - 2020 Annual Report' and explicitly states it is the 2020 Annual Report. The content includes detailed sections typical of an annual report such as Chairman's commentary, CEO's commentary, business model, financial performance, and strategic priorities. 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 2020
2020-10-22 English
Appendix 4G 15 pages 343.3KB
Regulatory Filings Classification · 95% confidence The document is titled 'Appendix 4G' and relates to the IOOF Holdings Ltd Corporate Governance Statement for the financial year ended 30 June 2020. It references ASX Listing Rules 4.7.3 and 4.10.3, which require listed entities to lodge an Appendix 4G as a key to disclosures made in their Corporate Governance Statement. The document is a completed Appendix 4G form that acts as a verification tool and key to where governance disclosures can be found, but it is not the Corporate Governance Statement itself. It includes checkboxes indicating compliance with various ASX Corporate Governance Council recommendations and points to where the full disclosures can be found (annual report pages or website URLs). The document is an official regulatory filing related to governance disclosures but does not contain the full governance report or detailed financial data. It is a regulatory compliance filing to accompany the annual report, not the report itself. Therefore, it fits best under Regulatory Filings (RNS).
2020-10-22 English
Corporate Governance Statement 13 pages 245.2KB
Governance Information Classification · 95% confidence The document is titled 'Corporate Governance Statement' and references compliance with ASX Listing Rule 4.7.4 and the ASX Corporate Governance Principles and Recommendations. It discusses the Board's roles, responsibilities, composition, independence, skills matrix, and governance practices. It is a detailed report on the company's governance framework rather than an announcement or a brief summary. The content aligns with governance information rather than financial results, management changes, or regulatory filings. The document is not a proxy statement, remuneration report, or a general regulatory announcement. Therefore, the most appropriate classification is Governance Information (CGR). The document length (15,000 characters) and detailed content confirm it is a full governance report, not just an announcement or summary.
2020-10-22 English
IOOF secures lenders' consent on its funding arrangements 2 pages 109.2KB
Capital/Financing Update Classification · 95% confidence The document is an announcement dated 8 October 2020 from IOOF Holdings Ltd regarding the securing of lenders' consent on funding arrangements related to the proposed acquisition of MLC. It details the senior debt facilities and changes in financing but does not contain financial statements or detailed financial analysis. The document is relatively short (2074 characters) and focuses on financing updates rather than a full report or detailed financial results. Therefore, it fits best under the category of Capital/Financing Update (CAP).
2020-10-07 English
Change of Director's Interest Notice 2 pages 156.8KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and details a change in shareholding by a company director, including the number of securities held before and after the change, the nature of the transaction (on-market trade), and relevant dates. It references ASX listing rules and the Corporations Act, indicating it is a regulatory filing related to insider trading disclosures. The document length is 3455 characters, which is typical for a director's dealing notice. There is no financial performance data, earnings information, or management discussion. Therefore, this document fits the category of Director's Dealing (DIRS).
2020-10-05 English

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