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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 2023-06-26 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 - Replacement
Director's Dealing Classification · 99% confidence The document is titled 'CORRECTION: DIRECTOR/PDMR SHAREHOLDING' and explicitly details 'Notification of Transactions of Persons Discharging Managerial Responsibilities (PDMRs)'. It includes specific sections for 'Details of the person discharging managerial responsibilities/person closely associated' and 'Details of the transaction(s)', listing names like Alexander Scott and David Johnson, their positions (CEO, Group Counsel), and share transaction details (purchase of Partnership Shares and Allocation of Matching Shares). This content directly corresponds to the definition of Director's Dealing (insider trades by executives). The presence of the RNS Number and the reference to EU Market Abuse Regulation confirms it is a regulatory disclosure related to insider transactions.
2023-06-26 English
Director/PDMR Shareholding
Director's Dealing Classification · 99% confidence The document is explicitly labeled as an 'RNS Number' notification from 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 the allocation of shares under a Share Incentive Plan. This type of filing, which reports insider transactions (director's dealing), is specifically covered by the 'Director's Dealing' definition (DIRS). Although it is distributed via RNS, the core subject matter is director transactions, making DIRS the most specific classification. The document structure follows standard regulatory disclosure formats for insider transactions.
2023-06-22 English
Half-year Report
Interim / Quarterly Report Classification · 100% confidence The document is an official announcement of 'half year results' for the six months ended 31 March 2023. It contains detailed financial highlights, tables of financial performance (revenue, profit, EPS), and a 'Financial review' section. It is a comprehensive report for a period shorter than a full fiscal year, containing actual financial statements and analysis, which fits the definition of an Interim/Quarterly Report (IR). H1 2023
2023-05-26 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. This type of mandatory disclosure regarding changes in significant share ownership is specifically covered by the definition for Major Shareholding Notification (MRQ). Although it is distributed via RNS, the core content is the change in holding, making MRQ the most precise classification.
2023-05-23 English
Director/PDMR Shareholding
Remuneration Information Classification · 99% confidence The document is an RNS (Regulatory News Service) announcement from IntegraFin Holdings plc, dated May 23, 2023. The content explicitly details 'Notification and public disclosure of transactions by persons discharging managerial responsibilities and persons closely associated with them' (PDMRs). It lists share allocations/purchases under a Share Incentive Plan for 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 is distributed via RNS, the specific content mandates the DIRS classification over the general RNS fallback.
2023-05-23 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 3211Y' and contains the standard structure for a regulatory notification disseminated via RNS (Regulatory News Service). Specifically, it is a 'TR-1: Standard form for notification of major holdings' concerning an acquisition/disposal of voting rights by Montanaro Asset Management Limited, crossing a threshold. This type of filing, which reports changes in significant share ownership, maps directly to the Major Shareholding Notification category (MRQ). Although it is distributed via RNS, the content is highly specific to shareholding changes, making MRQ the most precise classification over the general RNS fallback.
2023-05-03 English

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