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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 2025-05-30 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 · 99% confidence The document is titled 'TR-1: Standard form for notification of major holdings' and details an acquisition of voting rights by Liontrust Investment Partners LLP, crossing a threshold (5.050300%). This specific form (TR-1) is used in the UK/EU regulatory framework to report changes in significant share ownership. This directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is a regulatory filing, MRQ is the most specific category available for this type of disclosure.
2025-05-30 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a regulatory notification, identified by the 'RNS Number' header and the explicit mention of 'RNS is approved by the Financial Conduct Authority'. The content details transactions (share allocations/purchases) by Persons Discharging Managerial Responsibilities (PDMRs) concerning the company's shares. This type of insider transaction reporting falls directly under the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific subject matter is insider trading disclosure, making DIRS the most precise classification over the general RNS fallback.
2025-05-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities' (PDMR) concerning the purchase of shares by an executive (Euan Marshall, CFO). This structure, detailing specific transactions, dates, prices, and referencing EU Market Abuse Regulation, perfectly matches the definition of a Director's Dealing report. The presence of 'RNS Number' and the closing statement referencing RNS confirms it is a regulatory disclosure, but the specific content points directly to the 'Director's Dealing' category (DIRS) rather than the general 'RNS' fallback.
2025-05-21 English
Half-year Report
Interim / Quarterly Report Classification · 100% confidence The document is titled 'Half-year results for the six months ended 31 March 2025' for IntegraFin Holdings plc. It contains comprehensive financial statements, operational performance metrics, and management commentary for the interim period. It is not a mere announcement of a report (RPA) as it provides detailed financial tables and analysis. Therefore, it is classified as an Interim/Quarterly Report. H1 2025
2025-05-21 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a formal notification of share transactions by persons discharging managerial responsibilities (PDMRs), specifically directors and executives of IntegraFin Holdings plc. It explicitly follows the UK Market Abuse Regulation disclosure requirements for insider dealings. This matches the definition for 'Director's Dealing' (DIRS).
2025-04-23 English
Q2 Trading Update
Earnings Release Classification · 95% confidence The document is a 'Q2 Trading Update' issued by IntegraFin Holdings plc. It provides key performance highlights, financial metrics (FUD, revenue, inflows/outflows), and management commentary regarding the quarter ended 31 March 2025. While it contains financial data, it is an initial announcement of quarterly performance rather than a full interim report or a formal earnings release (which typically includes a full set of financial statements). In the context of UK regulatory filings, a 'Trading Update' is a standard form of Earnings Release (ER) used to provide market updates ahead of the full interim or annual results. Q2 2025
2025-04-15 English

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