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 2020-10-23 Remuneration Information
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
Remuneration Information Classification · 99% confidence The document is a notification published via RNS (RNS Number : 1027D) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details the allocation of shares (Partnership Shares and Matching Shares) to several Directors/PDMRs (Ian Taylor, Alexander Scott, etc.) under the company's Share Incentive Plan. This content directly corresponds to the definition of Director's Dealing (insider trades/transactions by executives). Therefore, the appropriate code is DIRS.
2020-10-23 English
Q4 Funds Under Direction Update
Regulatory Filings Classification · 98% confidence The document is identified by the header "RNS Number : 5353C" and contains the standard footer indicating it is provided by RNS, the news service of the London Stock Exchange, which acts as a Primary Information Provider. The content is a "Q4 Funds Under Direction update" providing quarterly financial metrics (FUD) and commentary. This is a periodic, non-statutory regulatory announcement. Since it is a specific operational/financial update released via the regulatory news service (RNS) and does not fit the definitions for 10-K, AR, ER, or IR, it falls best under the general regulatory announcement category, RNS, or potentially a specialized update if one existed. Given the options, RNS (Regulatory Filings) is the most appropriate general classification for a standard LSE regulatory news service release that isn't a core financial statement or earnings release.
2020-10-20 English
Special Resolution
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.
2020-09-30 English
Result of General Meeting
AGM Information Classification · 99% confidence The document explicitly states 'Results of GM' (General Meeting) and details the poll results for resolutions voted on during that meeting. This directly corresponds to the announcement of voting outcomes following a shareholder meeting. The definition for 'Declaration of Voting Results & Voting Rights Announcements' (DVA) fits this content perfectly. Although it is distributed via RNS, the specific content is about voting results, making DVA the most precise classification over the general RNS fallback.
2020-09-30 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement from IntegraFin Holdings plc, dated September 23, 2020. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities ("PDMRs")' regarding the allocation of shares under the company's Share Incentive Plan to several directors. This type of filing, which reports personal share transactions by company directors and executives, directly matches the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content dictates the DIRS classification over the general RNS fallback.
2020-09-23 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an RNS (Regulatory News Service) announcement from IntegraFin Holdings plc, dated September 15, 2020. The core content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' (insider trading/dealing) involving a Non-Executive Director, Christopher Munro, who sold shares. This directly matches the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content is about director transactions, making DIRS the most precise classification over the general RNS fallback.
2020-09-15 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.