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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 2024-03-11 Regulatory Filings
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
Group of companies' accounts made up to 2023-09-30
Regulatory Filings
2024-03-11 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'TR-1: Standard form for notification of major holdings' and details an 'acquisition or disposal of voting rights' by BlackRock, Inc., crossing a threshold (from 8.10% to 10.05%). This type of mandatory disclosure regarding changes in significant share ownership is specifically covered by the Major Shareholding Notification category (MRQ). Although it is distributed via RNS, the content is highly specific to share ownership changes, making MRQ the most accurate classification over the general RNS fallback.
2024-03-07 English
Resolutions passed at the 2024 AGM of IntegraFin Holdings plc
Declaration of Voting Results & Voting Rights Announcements Classification · 92% confidence The document is the formal record of ordinary and special resolutions "duly passed" at the Annual General Meeting of IntegraFin Holdings plc, confirming the shareholders’ votes and outcomes. This matches the definition of Declaration of Voting Results & Voting Rights Announcements (DVA).
2024-03-01 English
Result of AGM
AGM Information Classification · 99% confidence The document explicitly states 'Results of AGM' and details the outcome of voting on various resolutions (including receiving the Annual Report, approving remuneration, and re-electing directors) held at the Annual General Meeting on 29 February 2024. This content directly corresponds to the definition of AGM Information (AGM-R). Although it mentions the Annual Report (Resolution 1), the document itself is the announcement of the voting results, not the full report.
2024-03-01 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a notification published via RNS (RNS Number : 1690E) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It details the allocation of shares under a Share Incentive Plan to Directors (Alexander Scott, David Johnson, Jonathan Gunby) and explicitly states that this notification is provided in accordance with the requirements of the EU Market Abuse Regulation. This content directly corresponds to reporting insider transactions by management, which is classified as Director's Dealing (DIRS). Although it uses the RNS distribution service, the specific content is not a general regulatory filing but a specific insider transaction report.
2024-02-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification disseminated via RNS (RNS Number : 3737B) concerning 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them'. It details the allocation of shares to Directors/PDMRs under a Share Incentive Plan (SIP) and includes structured data tables typical of insider transaction reports, referencing EU Market Abuse Regulation. This specific activity—reporting personal share transactions by directors—directly corresponds to the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the content is highly specific to insider trading disclosure, making DIRS the most accurate classification over the general RNS fallback.
2024-01-30 English

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