Skip to main content
IntegraFin Holdings PLC logo

IntegraFin Holdings PLC — Investor Relations & Filings

Ticker · IHP ISIN · GB00BD45SH49 LEI · 213800CYIZKXK9PQYE87 IL Financial and insurance activities
Open in API
Filings indexed 420 across all filing types
Latest filing 2022-03-31 Major Shareholding Noti…
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
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is titled 'TR-1: Standard form for notification of major holdings' and details an 'acquisition or disposal of voting rights' by BlackRock, Inc. in IntegraFin Holdings plc. This type of mandatory disclosure regarding changes in significant share ownership thresholds is specifically covered by the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2022-03-31 English
Group of companies' accounts made up to 2021-09-30
Regulatory Filings
2022-03-29 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification published via RNS (RNS Number: 7412F) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details share allocations and purchases made by Directors/PDMRs (Alexander Scott, David Johnson, Jonathan Gunby) under a Share Incentive Plan. This type of filing, reporting personal share transactions by company directors and executives, directly matches the definition for Director's Dealing (DIRS). Although it uses the RNS distribution service, the specific content is about insider trades, making DIRS the most accurate classification over the general RNS fallback.
2022-03-23 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is clearly identified by the header 'RNS Number' and contains the phrase 'This information is provided by RNS, the news service of the London Stock Exchange.' RNS filings are regulatory announcements. The content itself is a 'TR-1: Standard form for notification of major holdings' filed by BlackRock, Inc. regarding a change in its voting rights in IntegraFin Holdings plc. This type of filing, which reports changes in significant share ownership thresholds, directly corresponds to the definition of Major Shareholding Notification (MRQ). Although RNS is the distribution channel, the specific content dictates the classification as MRQ over the general RNS fallback.
2022-03-09 English
Result of AGM
AGM Information Classification · 100% confidence The document explicitly states 'Results of AGM' and details that 'At the Company's Annual General Meeting, held at 4.00pm on 24 February 2022, all resolutions set out in the Notice of Meeting were voted on a poll and were passed.' It then lists the results of 20 specific resolutions voted upon during that meeting, including receiving the Annual Report, approving remuneration, and electing directors. This content directly corresponds to the official results of an Annual General Meeting. Therefore, the classification is AGM-R (AGM Information).
2022-02-25 English
Special Resolutions
Regulatory Filings Classification · 85% confidence The provided document text is completely empty ("---" only, with a reported length of 9 characters). This indicates either a metadata error or an extremely minimal filing. Given the lack of content, it cannot be classified as any specific financial report (10-K, IR, ER, etc.). Following the principle of classifying based on available evidence, and recognizing that an empty document does not constitute a substantive report, the most appropriate classification is the general fallback category for miscellaneous or unclassifiable regulatory filings, which is RNS.
2022-02-24 English

Browse filings by year

13 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.