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AJ Bell PLC
4 Exchange Quay
SALFORD, M5 3EE  United Kingdom Ticker: AJBAJB
Business Summary
AJ Bell Plc, formerly AJ Bell Holdings Ltd, is a United Kingdom-based company that provides investment platforms. The Company’s flagship platform includes AJ Bell Investcentre and AJ Bell Youinvest. It offers self-invested personal pension (SIPP), individual savings account (ISA) and general investment/dealing accounts. It offers access to a broad range of investments, including shares and other instruments traded on the stock exchanges around the world, as well as all mainstream collective investments available in the United Kingdom and a range of in-house investment solutions. AJ Bell Investcentre provides regulated financial advisers and wealth managers with a suite of online tools to help manage their retail clients’ portfolios. AJ Bell Youinvest is a direct to consumer (D2C) retail investment platforms. The Company’s non-platforms services include AJ Bell Platinum, AJ Bell Securities stockbroking and White label SIPP administration.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
YesYes-----

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
3/31/20209/30/2019Yes----

Industries
SIC Code Description
6282 Investment advice
6211 Security brokers, dealers, and flotation companies

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
Non-Executive Independent Chairman of the Board Leslie M.Platts 65 1/1/2014 9/15/2008
Chief Executive Officer, Executive Director AndyBell
Chief Financial Officer, Executive Director MichaelSummersgill 6/1/2011
9 additional Officers and Directors records available in full report.

General Information
Number of Employees: 853 (As of 9/30/2019)
Outstanding Shares: 410,168,330 (As of 7/1/2020)
Stock Exchange: LON


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Thursday, August 13, 2020