Skip to main content
IntegraFin Holdings PLC logo

IntegraFin Holdings PLC — Investor Relations & Filings

Ticker · IHP ISIN · GB00BD45SH49 LEI · 213800CYIZKXK9PQYE87 IL Financial and insurance activities
Open in API
Filings indexed 420 across all filing types
Latest filing 2024-10-04 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/disposal of voting rights by BlackRock, Inc. in IntegraFin Holdings plc. This type of filing, which reports changes in significant share ownership thresholds, directly corresponds to the definition of Major Shareholding Notification (MRQ). Although it is distributed via RNS, the specific content dictates the MRQ classification over the general RNS fallback.
2024-10-04 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a notification published via RNS (RNS Number: 4701F) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details share allocations (Partnership Shares and Matching Shares) to Directors/PDMRs (Alexander Scott, David Johnson, Jonathan Gunby) under a Share Incentive Plan. This type of filing, reporting personal share transactions by company directors and executives, directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content mandates the DIRS classification over the general RNS fallback.
2024-09-24 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a notification published via RNS (RNS Number: 0769F) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details the sale of ordinary shares by David Johnson (Group Counsel/PDMR) and Candida Johnson (a person closely associated with him). This content directly matches the definition of Director's Dealing (insider trades by executives/directors). The presence of the RNS header and the specific nature of the disclosure confirm this classification, overriding the general 'RNS' fallback.
2024-09-20 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is titled 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' and details share allocations/purchases under a Share Incentive Plan for Directors (PDMRs). This type of filing, which reports personal share transactions by company directors and executives, directly corresponds to the definition of Director's Dealing. The presence of 'RNS Number' and the closing statement referencing RNS and the London Stock Exchange confirms it is a regulatory disclosure, but the specific content points overwhelmingly to Director's Dealing (DIRS).
2024-08-23 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification disseminated via RNS (RNS Number : 5312X) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details share allocations (Partnership Shares and Matching Shares) to Directors/PDMRs (Alexander Scott, David Johnson, Jonathan Gunby) under a Share Incentive Plan, citing compliance with UK Market Abuse Regulation. This content directly corresponds to the definition of Director's Dealing (insider trades by executives).
2024-07-23 English
3rd Quarter Results
Earnings Release Classification · 99% confidence The document is titled 'Q3 Trading Update and Board Changes' and provides key performance indicators (KPIs) for the three months ended 30 June 2024, including Funds Under Direction (FUD), net inflows, and adviser/client numbers. This structure strongly indicates a periodic financial performance update for a period shorter than a full year (Q3). Furthermore, it contains announcements regarding director retirements and appointments ('Board Changes'). A document that combines periodic financial results highlights with management/board changes is typically classified as an Interim/Quarterly Report (IR) if it contains substantial financial data, or an Earnings Release (ER) if it's just highlights. Since this document provides detailed tables showing FUD movements for the quarter and year-to-date, it leans towards a comprehensive quarterly report rather than just a brief highlights release. However, the presence of board changes (MANG elements) alongside the trading update suggests a combined announcement. Given the focus on 'Q3 Trading Update' and the detailed financial tables covering the quarter, the primary classification should be Interim/Quarterly Report (IR). The RNS Number and the closing statement confirm it is a regulatory filing disseminated via RNS, but the content dictates the specific type. Q3 2024
2024-07-16 English

Browse filings by year

13 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.