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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 2019-10-03 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 · 98% confidence The document is explicitly labeled with "RNS Number : 7259O" and contains the header information typical of a regulatory news service announcement from the London Stock Exchange. The content is a "TR-1: Standard form for notification of major holdings," which details changes in voting rights (11.45% held by Wealth Nominees Limited). This type of mandatory disclosure regarding significant share ownership changes falls under the category of Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2019-10-03 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly labeled with an 'RNS Number' and states that the information is provided by RNS, the news service of the London Stock Exchange, which is approved by the FCA. The content details a transaction (sale and dematerialisation) by a Person Discharging Managerial Responsibilities (PDMR), Michael Howard, concerning his personal shareholding in IntegraFin Holdings plc. This type of insider transaction disclosure falls directly under the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the core subject matter is the director's dealing, making DIRS the most specific classification.
2019-10-01 English
Proposed Placing of IntegraFin Shares
Regulatory Filings Classification · 98% confidence The document begins with an 'RNS Number' and explicitly states, 'This information is provided by RNS, the news service of the London Stock Exchange. RNS is approved by the Financial Conduct Authority to act as a Primary Information Provider in the United Kingdom.' This strongly indicates a regulatory announcement disseminated via the RNS system. The content describes an 'Accelerated bookbuilt offering of approximately 6 million existing ordinary shares' by a director/vendor, which is a transaction involving the company's shares (a sale of existing shares). This type of transaction announcement, especially when disseminated via RNS, fits best under the general 'Regulatory Filings' category (RNS) or potentially 'Transaction in Own Shares' (POS) if the focus was solely on the company buying back shares. Since this is a director selling shares via an offering, and it is explicitly labeled as an RNS release, the most appropriate general classification is RNS, as it is a mandatory regulatory disclosure disseminated through the official channel.
2019-09-30 English
Annual Report - 2019
Annual Report Classification · 100% confidence The document is titled 'ANNUAL REPORT AND FINANCIAL STATEMENTS' for the year ended 30 September 2019. It contains comprehensive sections including a Strategic Report, Governance Report, Financial Statements (Profit or Loss, Balance Sheet, Cash Flows), and Notes to the Financial Statements. It is clearly the company's official annual report, not an announcement or a summary. FY 2019
2019-09-30 English
Annual Report
Interim / Quarterly Report Classification · 100% confidence The document is titled 'INTERIM RESULTS' for the 'SIX MONTHS ENDED 31 MARCH 2019' for IntegraFin Holdings plc. It contains detailed financial statements, including income statements, balance sheet data (FUD, inflows/outflows), and management commentary (Chief Financial Officer's Review). It is a comprehensive financial report for a period shorter than a full fiscal year, fitting the definition of an Interim/Quarterly Report (IR). H1 2019
2019-09-30 English
Directorate Change
Board/Management Information Classification · 98% confidence The document is very short (1368 characters) and announces a specific corporate event: the appointment of Richard Cranfield as the Chair, taking over from the interim Chair, Christopher Munro, effective October 1, 2019. This directly relates to changes in senior management/board structure. This fits the definition of 'Board/Management Information' (MANG). Although it is distributed via RNS (London Stock Exchange news service), the content itself is a specific management announcement, making MANG the most precise classification over the general RNS fallback.
2019-09-27 English

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