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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 2022-01-11 Director's Dealing
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
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement dated January 11, 2022, detailing transactions by Persons Discharging Managerial Responsibilities (PDMRs) regarding the allocation of shares under a Share Incentive Plan. This explicitly falls under the category of reporting personal share transactions by company directors and executives, which corresponds to the 'Director's Dealing' definition. The structure, including the RNS number, the notification of dealing forms, and references to EU Market Abuse Regulation, confirms it is a regulatory filing concerning insider transactions. Therefore, the most specific code is DIRS.
2022-01-11 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document text explicitly states it is an 'RNS Number' notification from 'IntegraFin Holdings plc'. The content details a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities ("PDMR")' involving a Non-Executive Director purchasing shares. This directly corresponds to the definition of Director's Dealing (insider trades). The filing code for Director's Dealing is DIRS.
2021-12-31 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly states it is providing 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It details share allocations and awards under incentive plans for directors (CEO, COO, Executive Director). This content directly corresponds to insider trading or director dealing disclosures. The definition for Director's Dealing is 'Report of personal share transactions by company directors and executives (insider trades)', which matches this filing perfectly. The code is DIRS.
2021-12-23 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification published via RNS (RNS Number : 3721W) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details the acquisition and disposal of shares by PDMRs (Patrick Sweeney and Judith Davidson) and references compliance with the EU Market Abuse Regulation. This content directly corresponds to the definition of Director's Dealing (insider trades by executives/directors).
2021-12-21 English
Final Results
Earnings Release Classification · 100% confidence The document explicitly states it reports 'Full Year Results for the Year Ended 30 September 2021'. It contains detailed financial highlights, profit/loss figures, revenue, earnings per share, CEO commentary on performance, and mentions the declaration of a dividend. This content structure is characteristic of a comprehensive annual financial report, which aligns with the definition of an Annual Report (10-K). Although it is released via RNS (National Storage Mechanism), the core content is the full annual financial performance review, making 10-K the most appropriate classification for the document's substance, rather than just an announcement (RPA/RNS). The length (175,732 chars) also suggests a full report rather than a brief announcement. FY 2021
2021-12-16 English
Holding(s) in Company
Major Shareholding Notification Classification · 96% confidence The document is clearly identified as an RNS (Regulatory News Service) announcement, indicated by the 'RNS Number' header and the concluding boilerplate text mentioning RNS and the Financial Conduct Authority (FCA). The content itself is a 'TR-1: Standard form for notification of major holdings,' which details changes in share ownership by a person subject to notification obligations (Michael Howard). This type of filing reports insider transactions or significant changes in shareholding thresholds. The most specific category for reporting personal share transactions by directors/executives is 'Director's Dealing' (DIRS). However, the TR-1 form is a standard regulatory disclosure required for any major holding change, which often falls under general regulatory announcements. Given the options, 'Director's Dealing' (DIRS) is highly relevant as it concerns an executive's holding change. Alternatively, since it is a standard regulatory form filed via RNS, 'Regulatory Filings' (RNS) is also a strong candidate if DIRS is reserved strictly for specific formats like Form 4 in the US. Since the document explicitly details a change in holding by an individual (Michael Howard) and the context implies insider activity (though not explicitly stated as a director, the TR-1 filing context strongly suggests it), DIRS is the most precise fit among the specific options for insider transactions/holdings changes. If DIRS is interpreted narrowly, RNS is the fallback. Given the nature of TR-1 filings, DIRS is the intended classification for major shareholder/insider holding changes.
2021-12-14 English

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