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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 2020-09-13 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 15 pages 407.7KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 notice under Corporations Law Section 671B, titled 'Notice of ceasing to be a substantial holder.' It details changes in relevant interests of UBS Group AG and its related bodies corporate 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. It fits the definition of a Major Shareholding Notification, which covers notifications of changes in significant share ownership levels crossing thresholds.
2020-09-13 English
Becoming a substantial holder 67 pages 351.2KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603, which is a notice of initial substantial holder under Corporations Law Section 671B. It details the substantial shareholding of UBS Group AG and its related bodies corporate in IOOF Holdings Limited, including voting power, relevant interests, registered holders, consideration paid, and associates. The document is focused on notifying the market and regulatory bodies about a significant shareholding position, which aligns with the definition of a Major Shareholding Notification. There is no indication of financial statements, management discussion, or other report types. The document length is substantial and contains detailed shareholding information, not a brief announcement or certification. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2020-09-09 English
Change in substantial holding 9 pages 492.1KB
Major Shareholding Notification Classification · 100% confidence The document is titled 'Form 604 Corporations Act 2001 Section 671B' and is a 'Notice of Change of Interests of Substantial Holder' for IOOF HOLDINGS LTD. It details changes in voting power and relevant interests of a substantial shareholder, Sumitomo Mitsui Trust Holdings, Inc., including annexures listing changes in shareholdings and subsidiaries. The content focuses on disclosure of substantial shareholding changes, which aligns with notifications of major shareholding changes. There is no financial performance data, management discussion, or report publication. The document is not an announcement of a report but a regulatory filing about shareholding interests. Therefore, the appropriate classification is Major Shareholding Notification (MRQ).
2020-09-09 English
Cleansing Notice 1 page 19.2KB
Capital/Financing Update Classification · 95% confidence The document is a notice under section 708A(5)(e) of the Corporations Act 2001 (Cth) regarding the issuance of new shares by IOOF Holdings Ltd. It confirms compliance with relevant provisions and provides details about a placement and entitlement offer. The content is focused on a capital raising event and the legal compliance notice related to it, rather than a full financial report or earnings release. The document length is short (1785 characters) and it is a formal announcement of a capital raising transaction. Therefore, it fits best under the category of Capital/Financing Update (CAP).
2020-09-07 English
Change of Director's Interest Notice 2 pages 44.6KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and contains detailed information about a director's change in shareholding, including the number of securities held before and after the change, the nature of the interest, and transaction details. It references ASX listing rules and the Corporations Act, indicating it is a regulatory disclosure related to insider trading or director share transactions. The content is specific to a director's personal share transactions and does not include financial results, management discussion, or other report types. Therefore, it fits the definition of 'Director's Dealing' filings.
2020-09-07 English
Change of Director's Interest Notice 2 pages 44.8KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details a director's change in relevant interests in securities, including the number of shares acquired, the nature of the interest, and dates. This is a typical format for a director's dealing or insider trading notification. The document does not contain financial statements, management discussion, or other report content. It is a regulatory disclosure of a director's personal share transactions. Therefore, the appropriate classification is 'Director's Dealing' (DIRS). The document length and content fully support this classification with high confidence.
2020-09-07 English

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