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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 2019-08-05 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 (RNS Number : 9019H) from IntegraFin Holdings plc. The content explicitly details a 'Sale' transaction involving shares by 'Cheryl Gunby', who is identified as 'A person closely associated with a PDMR' (Person Discharging Managerial Responsibilities). This structure—reporting personal share transactions by directors or closely associated persons—directly matches the definition for Director's Dealing (DIRS). Although it uses the RNS distribution service, the specific content is about insider trading disclosure, making DIRS the most accurate classification over the general RNS fallback.
2019-08-05 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly marked with an 'RNS Number' and states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details transactions (Sale and Transfer) involving shares by persons discharging managerial responsibilities (PDMRs) and persons closely associated with them. This type of mandatory disclosure regarding insider trading or director dealings is a specific regulatory filing. While 'Director's Dealing' (DIRS) is a strong candidate, the document format and source (RNS) strongly suggest it is a general regulatory announcement. Since the core content is a notification of insider transactions, DIRS is the most specific fit among the provided options, as it directly relates to 'Report of personal share transactions by company directors and executives (insider trades)'. The RNS header confirms it is a regulatory filing, but DIRS is more precise than RNS or LTR.
2019-08-01 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly starts with an 'RNS Number' and mentions that the information is provided by 'RNS, the news service of the London Stock Exchange.' The content details a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' (insider trading/director's dealing) involving a Director (Richard Cranfield) purchasing shares. This specific type of filing, reporting insider transactions, is covered by the 'Director's Dealing' category (DIRS). However, since the document is presented as a formal regulatory announcement distributed via the RNS system, and the core content is a transaction report by a director, DIRS is the most specific fit for the content, while RNS is the distribution channel. Given the options, DIRS (Director's Dealing) is the most accurate classification for the subject matter, which is a report of personal share transactions by a director.
2019-07-25 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification disseminated via RNS (RNS Number : 7408G), which is the news service of the London Stock Exchange. The content explicitly details a 'sale of shares in the Company by a person closely associated with a person discharging managerial responsibilities' (PDMR). This structure, including sections for 'Details of the person discharging managerial responsibilities/person closely associated' and 'Details of the transaction(s)', perfectly matches the requirements for reporting insider trades or director's dealings under market abuse regulations. Therefore, the correct classification is Director's Dealing (DIRS).
2019-07-25 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is explicitly marked with an 'RNS Number' and states, 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details transactions (share allocations/purchases) by Persons Discharging Managerial Responsibilities (PDMRs) concerning their holdings in IntegraFin Holdings plc, which is a mandatory disclosure under EU Market Abuse Regulation. This type of filing, reporting insider transactions, falls under the category of Director's Dealing (DIRS). However, since the document is a formal regulatory announcement distributed via the RNS system, and the specific category 'DIRS' covers the *content* (Director's Dealing), while 'RNS' covers the *distribution mechanism* for general regulatory news, I must check the definitions. Definition 9 is 'Director's Dealing (DIRS)' and Definition 25 is 'Regulatory Filings (RNS)' as a fallback for miscellaneous filings. Since DIRS is a specific category for insider trades, it is the most appropriate classification for the content, even though it was distributed via RNS.
2019-07-24 English
Q3 Funds Under Direction Update
Earnings Release Classification · 99% confidence The document is titled 'Q3 Funds Under Direction update' and provides key metrics (Funds Under Direction, Inflows, Outflows, Market movements) for the quarter ended June 30, 2019. This is a periodic update on operational/asset metrics, not a full financial report (10-K or IR). It is announced via 'RNS Number', indicating a regulatory news service release. Since it is a specific update on operational metrics (Funds Under Direction) released through an official channel, it most closely aligns with an Earnings Release (ER) which often includes key operational highlights, or potentially a Regulatory Filing (RNS) if it doesn't fit ER. However, given the structure focusing on quarterly performance highlights, ER is a strong candidate. But, since the core metric is 'Funds Under Direction' (FUD), which is often reported separately from standard revenue/profit earnings releases, and it is explicitly an RNS announcement, the most appropriate general category for a non-standard, periodic regulatory update is RNS, or potentially ER if we interpret FUD as a key performance indicator equivalent to earnings highlights. Given the explicit mention of 'RNS Number' and the nature of the update (FUD), RNS is the safest classification for a specific, non-standard regulatory announcement, although ER is plausible if this were the primary periodic update. Given the options, and that this is a specific operational update released via RNS, I will classify it as RNS, as it is a general regulatory announcement that doesn't fit the comprehensive IR or the standard ER structure perfectly, but it is short and clearly an announcement. Q3 2019
2019-07-23 English

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