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IntegraFin Holdings PLC — Investor Relations & Filings

Ticker · IHP ISIN · GB00BD45SH49 LEI · 213800CYIZKXK9PQYE87 IL Financial and insurance activities
Filings indexed 420 across all filing types
Latest filing 2020-02-24 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 explicitly labeled with an 'RNS Number' and states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details transactions in company shares by Persons Discharging Managerial Responsibilities (PDMRs) and closely associated persons, including allocations under a Share Incentive Plan and sales. This type of mandatory disclosure regarding insider trading/director dealings is a specific regulatory filing. While 'Director's Dealing' (DIRS) is a specific category, the document format and source (RNS) strongly suggest it is a general regulatory announcement. However, since the core subject is director/insider transactions, DIRS is the most specific fit among the provided options, although RNS is also plausible as the distribution channel. Given the detailed nature of the dealing forms, DIRS is superior to the general RNS fallback. The document is a formal notification of insider transactions.
2020-02-24 English
Result of AGM
AGM Information Classification · 99% confidence The document explicitly states 'Results of AGM' and details the poll results for various resolutions voted on during the Annual General Meeting (AGM) held on February 20, 2020. This content directly corresponds to the definition of AGM Information. Although it is distributed via RNS (Regulatory News Service), the core subject matter is the outcome of the AGM, making AGM-R the most specific classification. It is not a general regulatory announcement (RNS) or a proxy statement (PSI), but the results of the meeting itself.
2020-02-20 English
Special Resolutions
Regulatory Filings Classification · 97% confidence The provided document text is extremely short (139 characters) and consists entirely of an error message indicating a processing failure ('status: failure', 'Error: antiword command not found'). This text does not contain any financial data, regulatory headers, or specific filing content that would allow classification into the defined categories (10-K, ER, IR, etc.). Since it is not a substantive financial document but rather a system error report, it cannot be classified according to the provided definitions. The most appropriate fallback category for an unclassifiable or miscellaneous system/error document that doesn't fit standard financial reporting is 'Regulatory Filings' (RNS), although this is a weak fit based on content, it serves as the required fallback for unclassifiable inputs.
2020-02-20 English
Director/PDMR Shareholding - Replacement
Director's Dealing Classification · 100% confidence The document is an official notification disseminated via RNS (RNS Number : 8125B) from IntegraFin Holdings plc. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs), including purchases of ordinary shares by directors (Ian Taylor, Alexander Scott, etc.). This type of filing, reporting personal share transactions by company directors and executives, directly corresponds to the definition of Director's Dealing. The presence of the RNS header and the nature of the disclosure confirm this classification over general regulatory filings (RNS) or capital changes (SHA/POS).
2020-02-03 English
Director/PDMR Shareholding - Replacement
Director's Dealing Classification · 100% confidence The document explicitly starts with an 'RNS Number' and is dated February 3, 2020. The content details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (insider dealing/director's dealing). It specifically lists sales by 'Ian Taylor' (CEO) and 'Frances Taylor' (a person closely associated). This directly matches the definition for Director's Dealing (DIRS). Although it is distributed via RNS, the specific content is about insider transactions, making DIRS the most precise classification over the general RNS fallback.
2020-02-03 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly identified by the header 'RNS Number : 7828B' and concludes with information stating, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details transactions (sales) involving a person discharging managerial responsibilities (CEO Ian Taylor) and a closely associated person, which falls under insider dealing/director's dealing disclosure requirements mandated by regulations like MAR (Market Abuse Regulation). While the content strongly relates to Director's Dealing (DIRS), the primary identifier and format suggest it is a general regulatory announcement distributed via the RNS system. Since DIRS is a specific category for director trades, and this document is a formal notification of such a trade, DIRS is the most precise classification. However, given the explicit mention of RNS as the provider and the structure being a standard regulatory news service release, RNS is also a strong candidate if DIRS were not available or if the document was merely announcing the filing. Since DIRS (Director's Dealing) is a specific category for reporting personal share transactions by directors, and this document details exactly that, DIRS is the best fit over the general RNS fallback.
2020-02-03 English

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