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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 2018-11-07 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 identified by the header 'RNS Number : 6725G' and contains the standard format for 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification. The filing explicitly details the change in voting rights percentage (from 3.01% to 2.65%) held by Montanaro Asset Management Limited in IntegraFin Holdings plc. This fits the definition for Major Shareholding Notification (MRQ) better than the general Regulatory Filings (RNS), although it is distributed via RNS.
2018-11-07 English
Holding(s) in Company
Major Shareholding Notification Classification · 100% confidence The document is explicitly labeled with 'RNS Number' and contains the header 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership thresholds, which directly corresponds to the definition of Major Shareholding Notification. Although it is distributed via RNS (Regulatory News Service), the specific content is a mandatory regulatory filing concerning share ownership changes, making 'MRQ' (Major Shareholding Notification) the most precise classification over the general 'RNS' fallback.
2018-10-31 English
Q4 Funds Under Direction Update
Fund Information / Factsheet Classification · 99% confidence The document is identified by the presence of an 'RNS Number' and explicitly states it is an announcement from IntegraFin Holdings plc regarding a 'Q4 Funds Under Direction update'. It provides key metrics (Funds Under Direction - FUD) for the quarter ended September 30, 2018, and includes historical tables. The presence of the RNS header and the nature of the announcement (a periodic operational/asset update rather than a full financial statement like 10-K or IR) strongly suggests it is a regulatory disclosure. Since it is a specific operational update disseminated via the London Stock Exchange's news service (RNS), and it doesn't fit the definitions for ER, IR, or NAV precisely (as FUD is a specific operational metric), the most appropriate general category for a non-standard regulatory announcement distributed via RNS is 'Regulatory Filings' (RNS). However, given the content is a periodic update on assets under management, it is very similar to an operational update often found in an Interim Report (IR) or a specialized factsheet (FS). Since it is a brief, periodic update focused on a key metric (FUD) and is distributed via RNS, and the document length is short (4050 chars), it functions as a regulatory announcement of operational data. Given the options, RNS is the safest fallback for a general regulatory news service release, but since it is a periodic update on assets, it is often classified under the general regulatory announcement category.
2018-10-23 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly identified by the 'RNS Number' header and contains the text 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details a 'TR-1: Standard form for notification of major holdings' filed by BlackRock, Inc. regarding their voting rights in IntegraFin Holdings plc. This type of regulatory filing, which reports changes in significant share ownership, directly corresponds to the Major Shareholding Notification category (MRQ). Although it is an RNS filing, MRQ is the more specific classification for this content type.
2018-10-12 English
Holding(s) in Company
Major Shareholding Notification Classification · 98% confidence The document is clearly identified by the header 'RNS Number : 9038C' and contains the standard format for a 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification. Although it is distributed via RNS (Regulatory News Service), the specific content is a notification of a change in major holding (crossing a threshold to 3.01%), making 'MRQ' (Major Shareholding Notification) the most precise classification over the general 'RNS' fallback.
2018-10-03 English
Annual Report and Financial Statements
Annual Report Classification · 100% confidence The document is titled 'ANNUAL REPORT AND FINANCIAL STATEMENTS' for the year ended 30 September 2018. It contains comprehensive sections including a Strategic Report, Governance, Financial Statements (Auditor's Report, Profit and Loss, Balance Sheet, Cash Flows), and other corporate information. It is clearly the full annual report of IntegraFin Holdings plc, not an announcement or summary. FY 2018
2018-09-30 English

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