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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 2019-05-16 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 for UWL 2 pages 18.8KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 under the Corporations Act 2001, titled 'Notice of ceasing to be a substantial holder.' It details changes in substantial shareholding interests, including dates, persons involved, and share transactions. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of 'Major Shareholding Notification' (Code: MRQ). The document is short and focused solely on shareholding changes, not a full report or announcement of other corporate actions.
2019-05-16 English
Update on the ANZ P&I business transaction 2 pages 87.4KB
Capital/Financing Update Classification · 95% confidence The document is an update on the progress of an acquisition transaction involving IOOF Holdings Ltd and ANZ's Pensions and Investments business. It discusses conditions to completion, regulatory approvals, and contractual arrangements related to the acquisition. There are no financial statements, earnings data, or detailed financial analysis present. The document is an announcement providing a status update on a capital transaction rather than a full report or detailed financial disclosure. Therefore, it fits best under the category of Capital/Financing Update (CAP). The document length is short and focused on acquisition progress, not a full report or regulatory filing.
2019-05-12 English
Change in substantial holding for JAN 3 pages 34.3KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 under the Corporations Act 2001, which is a Notice of change of interests of a substantial holder. It details changes in voting power and relevant interests of a substantial shareholder in Janison Education Group Limited. This type of filing is a notification of changes in significant share ownership levels, which corresponds to a Major Shareholding Notification. The document is not an annual report, earnings release, or any other financial report, but specifically a regulatory notice about shareholding changes.
2019-05-06 English
Ceasing to be a substantial holder 4 pages 185.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 605 Notice of ceasing to be a substantial holder under Corporations Law Section 671B. It details changes in relevant interests of UBS Group AG in IOOF Holdings Limited, including dates, nature of changes (buy/sell/stock returned), and number of securities affected. This type of filing is a notification of changes in significant share ownership levels, specifically when a substantial holder ceases to be one. It is not a financial report, earnings release, or management report. It fits the definition of Major Shareholding Notification (MRQ). The document length is sufficient and contains detailed transaction data, confirming it is the actual notification, not just an announcement or certification.
2019-05-02 English
Becoming a substantial holder 56 pages 391.0KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 603 Notice of Initial Substantial Holder filed 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 regulatory in nature, reporting a change in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). There is no indication that this is a financial report, management announcement, or other filing types. The document length and content confirm it is a substantive notification rather than a brief announcement or certification.
2019-05-01 English
FUMA for the periods ended 31 March 2019 and PYS update 3 pages 234.0KB
Interim / Quarterly Report Classification · 95% confidence The document is a detailed update on Funds Under Management, Administration and Advice (FUMA) for the three and nine month periods ending 31 March 2019. It includes specific financial data such as net inflows and outflows by segment, commentary from the Acting CEO, and expected revenue impacts from regulatory changes. The presence of substantive financial data and analysis for a period shorter than a full fiscal year (quarterly and nine months) indicates this is a comprehensive interim financial report rather than a brief announcement or presentation. There is no indication that this is a full annual report or just an earnings release with key highlights only. Therefore, the document fits the definition of an Interim / Quarterly Report (IR). 9M 2019
2019-05-01 English

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