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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 2024-01-05 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: 8432Y) concerning a transaction by a Person Discharging Managerial Responsibilities (PDMR), specifically the CFO, Euan Marshall. The content details an 'Award made under the IntegraFin Deferred Bonus Share Option Plan' and explicitly states that the notification is provided in accordance with the requirements of the Market Abuse Regulations. This type of insider transaction disclosure by a director/executive falls directly under the definition of Director's Dealing (DIRS). Although it is distributed via RNS, the specific content is about insider trading, making DIRS the most precise classification.
2024-01-05 English
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document explicitly states it is a 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It details share allocations, purchases, and awards under incentive plans for directors (Alexander Scott, David Johnson, Jonathan Gunby). This content directly corresponds to insider trading or director dealing reports. The filing is sourced via RNS, which is a regulatory news service, but the specific content is about director transactions. This matches the definition for Director's Dealing (DIRS).
2023-12-22 English
Final Results
Earnings Release Classification · 100% confidence The document explicitly states it is an 'Announcement of full year results for the year ended 30 September 2023'. It provides key financial highlights (revenue, profit, EPS, dividends) for the full year, comparing them to the prior year (FY22). This structure is characteristic of an Earnings Release (ER) or a summary preceding a full Annual Report (10-K). Since it contains detailed financial tables and management commentary covering the entire fiscal year, it is more comprehensive than a typical ER, but it is presented as an 'Announcement' with a CEO statement and links to presentations, suggesting it might be the primary release document before the full statutory filing. However, the content is a comprehensive summary of the full year's performance, which aligns best with the scope of an Annual Report summary or a detailed Earnings Release. Given the context of 'full year results' and the inclusion of detailed financial tables and management discussion, it strongly suggests the core content of a 10-K, even if presented via an RNS announcement format. Since it covers the *full year* and includes detailed financial performance metrics, it is classified as the Annual Report (10-K) content, rather than just a brief Earnings Release (ER) or a Report Publication Announcement (RPA). The document length (197k chars) also supports a comprehensive report. FY 2023
2023-12-14 English
CFO – commencement date of appointment
Board/Management Information Classification · 98% confidence The document is a short announcement (1715 characters) distributed via RNS (London Stock Exchange news service). The content explicitly states the confirmation of a Chief Financial Officer's appointment date, referencing a previous announcement and citing compliance with the Financial Conduct Authority's Listing Rules (LR 9.6.12). This is a specific announcement regarding senior management change, which directly maps to the 'Board/Management Information' category (MANG). Although it is distributed via RNS, the specific nature of the content (CFO appointment) makes MANG a more precise classification than the general RNS fallback.
2023-11-24 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is a notification published via RNS (RNS Number: 3665U) dated November 22, 2023. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs), specifically reporting the allocation of shares under a Share Incentive Plan to Directors (Alexander Scott, David Johnson, Jonathan Gunby). This type of filing, reporting personal share transactions by company directors/executives, directly corresponds to the definition of Director's Dealing (DIRS). Although it mentions RNS and the London Stock Exchange, the core subject matter is insider trading disclosure, not a general regulatory announcement (RNS) or a report publication announcement (RPA).
2023-11-22 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is identified by the 'RNS Number' header and explicitly mentions 'RNS Number : 1319R' and 'This information is provided by RNS, the news service of the London Stock Exchange.' The content details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs) regarding share allocations under an incentive plan. This type of mandatory disclosure of insider transactions (director's dealing) is a specific regulatory filing. While it relates to insider trading, the most precise category among the options for mandatory regulatory disclosures about executive transactions is 'Director's Dealing' (DIRS). However, since the document is structured as a standard regulatory news service announcement (RNS) detailing insider transactions, and DIRS is a specific type of insider filing, DIRS is the most appropriate classification. The structure strongly suggests a regulatory filing notification.
2023-10-24 English

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