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IntegraFin Holdings PLC — Investor Relations & Filings

Ticker · IHP ISIN · GB00BD45SH49 LEI · 213800CYIZKXK9PQYE87 IL Financial and insurance activities
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Filings indexed 420 across all filing types
Latest filing 2022-10-19 Board/Management Inform…
Country GB United Kingdom
Listing IL IHP

About IntegraFin Holdings PLC

https://www.integrafin.co.uk/

IntegraFin Holdings PLC provides technology and services for UK financial advisers and their clients. The company's principal offering is the Transact investment platform, a comprehensive service that enables advisers to manage client assets in a tax-efficient manner. The platform provides access to a wide range of investment wrappers, including Self-Invested Personal Pensions (SIPPs), ISAs, and General Investment Accounts (GIAs), and acts as a custodian for client assets. Additionally, the group owns and develops Time4Advice (T4A), which provides the CURO practice management software for advisory firms. The company's strategy focuses on simplifying financial planning by combining proprietary, in-house developed technology with high-quality human service.

Recent filings

Filing Released Lang Actions
Ian Taylor
Board/Management Information Classification · 99% confidence The document is a short announcement (2531 characters) distributed via RNS, specifically identified as a 'Reach' announcement, which is explicitly stated to be a 'non-regulatory press release distribution service'. The content is an announcement of the death of a Co-founder and former CEO, Ian Taylor. This type of announcement—a significant, non-financial corporate event announcement distributed via a regulatory/news service platform (RNS)—does not fit neatly into the specific financial filing categories like 10-K, ER, or DIV. Since it is a general corporate announcement distributed through the RNS system but explicitly marked as non-regulatory news (Reach), the most appropriate fallback category is 'Regulatory Filings' (RNS), as it represents a general corporate disclosure that isn't covered by the more specific financial or governance codes. It is not a management change announcement (MANG) because it is an obituary, not a resignation/appointment notice.
2022-10-19 English
Q4 Funds Under Direction Update
Earnings Release Classification · 99% confidence The document is titled 'IHP Group quarterly update - Q4 of financial year 2022' and provides key financial highlights (gross inflows, net inflows, FUD) for the quarter and the full financial year ended September 30, 2022. This structure—a summary of recent performance metrics released outside of the comprehensive annual or interim report—is characteristic of an Earnings Release (ER). It is not a full, comprehensive report (like 10-K or IR), nor is it a transcript (CT) or a presentation (IP). It is a formal announcement of period results. Q4 2022
2022-10-18 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is clearly identified as an 'RNS Number' release from 'IntegraFin Holdings plc' dated September 28, 2022. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' (PDMRs), listing specific directors (Alexander Scott, David Johnson, Jonathan Gunby) and their share allocations/purchases under an incentive plan. This type of filing, reporting insider transactions by directors, directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content mandates the DIRS classification over the general RNS fallback.
2022-09-28 English
Transact – Blackrock Model Portfolio Service (MPS)
Regulatory Filings Classification · 100% confidence The document is an official announcement released via RNS (RNS Number : 0463A) detailing a new business partnership and service launch ('Transact - Blackrock Model Portfolio Service'). It contains headlines, commentary from the CEO, and contact information. It is not a full financial report (like 10-K or IR), nor is it a transcript, director dealing, or dividend notice. Since it is a specific business update released through the regulatory news service (RNS) but doesn't fit the highly specific categories like M&A (TAR), Capital Change (CAP), or Earnings (ER), it falls best under the general Regulatory Filings category (RNS) as a miscellaneous regulatory announcement, although it is explicitly labeled as a 'non-regulatory press release distribution service' (Reach). Given the options, RNS serves as the best general regulatory/announcement fallback for non-standard disclosures made via the RNS system.
2022-09-21 English
HMRC VAT Notice
Regulatory Filings Classification · 98% confidence The document is identified by the 'RNS Number' header and explicitly states 'This information is provided by RNS, the news service of the London Stock Exchange.' It details an update regarding a tax dispute (HMRC VAT Notice) and the intention to appeal, which is a material, non-financial event requiring immediate public disclosure via regulatory channels. Since this is a general regulatory announcement that doesn't fit specific categories like Director's Dealing (DIRS), Dividend (DIV), or Earnings Release (ER), the most appropriate classification is the general Regulatory Filings category (RNS). The document length (4409 chars) is short enough that it is an announcement, not the full legal filing itself.
2022-09-20 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and details changes in voting rights held by BlackRock, Inc. in IntegraFin Holdings plc, crossing a threshold on 06-Sep-2022. This type of filing, which reports changes in significant share ownership, directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the classification over the general regulatory fallback.
2022-09-08 English

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