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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 2021-06-01 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 official notification disseminated via RNS (the news service of the London Stock Exchange) on June 1, 2021. The content explicitly details 'transactions by a person closely associated to a person discharging management responsibilities' (PDMR), specifically a 'Sale' of 40,000 ordinary shares by Patrick Sweeney, who is associated with the COO. This structure and content perfectly match the definition of Director's Dealing (insider trades) as required by market regulations (EU Market Abuse Regulation mentioned). Therefore, the appropriate code is DIRS.
2021-06-01 English
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document is an official notification disseminated via RNS (RNS Number : 7793Z) concerning transactions by Persons Discharging Managerial Responsibilities (PDMRs) regarding the allocation and purchase of shares under an incentive plan. This type of filing, detailing insider trades or transactions by directors/executives, directly corresponds to the definition of 'Director's Dealing' (DIRS). Although it is distributed via RNS, the specific content is about director dealings, making DIRS the most precise classification over the general RNS fallback.
2021-05-25 English
Half-year Report
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Interim results for the six months ended 31 March 2021' for IntegraFin Holdings plc. It contains detailed financial statements, including revenue, profit before tax, earnings per share, and operational performance metrics (FUD, inflows, outflows). It is a comprehensive financial report for a period shorter than a full fiscal year, which fits the definition of an Interim/Quarterly Report (IR). It is not an announcement of a report (RPA) because it contains the actual substantive financial data and analysis. H1 2021
2021-05-20 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification disseminated via RNS (RNS Number: 4321W) concerning transactions by Persons Discharging Managerial Responsibilities (PDMRs) regarding the allocation of shares under a Share Incentive Plan. This type of filing, detailing insider trades or transactions by directors/executives, directly corresponds to the definition of 'Director's Dealing' (DIRS). Although it mentions RNS and EU Market Abuse Regulation compliance, the core content is the dealing disclosure, making DIRS the most specific fit over the general RNS fallback.
2021-04-23 English
Q2 Funds Under Direction Statement
Fund Information / Factsheet Classification · 99% confidence The document is titled 'Q2 Funds Under Direction update' and explicitly states it is an announcement of the 'quarterly Funds Under Direction update for Transact'. It provides key metrics (FUD, inflows, outflows) for the quarter ended March 31, 2021. This is a periodic financial update, but it is not a comprehensive Interim/Quarterly Report (IR) as it focuses narrowly on Funds Under Direction (FUD) rather than full income statements or balance sheets. It is also not a full Earnings Release (ER) which typically covers revenue, profit, and EPS. Since it is a specific, periodic operational/financial metric update that doesn't fit the comprehensive IR or ER definitions, and it is presented as a formal announcement via RNS, it most closely aligns with a specialized financial update. However, given the options, the closest fit for a periodic, non-earnings financial metric update that is not a full report is often categorized under general regulatory announcements or specific financial updates. Since it is a quarterly update on a key operational metric (FUD), and it is not a full IR, it is best classified as a specialized update. Given the definitions, it is not a standard ER or IR. It is a specific operational metric update. If we must choose from the list, and recognizing it is a periodic financial metric update, it is often grouped with Interim Reports (IR) if it contains substantial financial data, but here it is very focused. Since it is a quarterly update, it is more substantial than a simple RNS, but less comprehensive than an IR. Because it is a quarterly update on key metrics, it functions similarly to an ER but focuses on AUM/FUD. Given the structure and content (quarterly update on key metrics), it is a strong candidate for an Interim Report (IR) if it were more comprehensive, but since it is focused on FUD, it is a specialized update. However, looking at the definitions, 'Interim / Quarterly Report (Code: IR)' is for comprehensive reports. This is a focused update. Since it is a formal announcement via RNS detailing quarterly performance metrics, and it is not a full financial statement, it is often categorized as a Regulatory Filing (RNS) if no better fit exists, or sometimes grouped with ER/IR. Given the specific nature (FUD update), and the fact that it is a formal RNS announcement, I will classify it as RNS as a fallback for specialized, non-standard periodic updates, or check if it fits NAV (No, NAV is for funds). Since it is a quarterly update, it is a periodic report. I will lean towards RNS as the most appropriate fallback for a specific, non-standard periodic metric announcement that isn't a full IR or ER.
2021-04-20 English
Group of companies' accounts made up to 2020-09-30
Regulatory Filings
2021-04-16 English

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