{
 "as_of": "2026-11-06",
 "cmr": "uk-cm-kg/LSE/AJB",
 "fence": "The page is the record's research on the issuer — no analyst, no rating, no view.",
 "markdown": "The page is the record's research on the issuer — no analyst, no rating, no view.\n\n# AJ BELL PLC (LSE Main Market: AJB) — research page\n\nAs of 2026-11-06 · uk-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is AJ BELL PLC, listed on the LSE Main Market under ticker AJB, with ISIN GB00BFZNLB60 and LEI 213800VNKA7DPWXWJJ36. Its security type is Corporate and its segment is STMM. Its sector is Investment Banking and Brokerage Services [302020] and its jurisdiction is England and Wales (Companies House jurisdiction field). Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 241 filings on 130 filing days in the window 2025-11-06 to 2026-11-06. The median gap between filing days is 2 days. The latest filing is a regulatory announcement dated 2026-11-05, 1 day before the record date of 2026-11-06. The LSE Main Market has 892 issuers with a median cadence gap of 4 days, a median of 29.0 filings, and a median latency of 3 days. The sector has 75 issuers with a median cadence gap of 6 days, a median of 34 filings, and a median latency of 4 days.\n\n## Auditor\n\nThe auditor of record is PricewaterhouseCoopers LLP. The auditor's location is not on the record. Auditor changes are not on the record.\n\n## Events and halts\n\nListing, delisting, name change, domicile change and segment move are not on the record, as this register has no lifecycle type map yet. The halt flag is listed, not halted.\n\n## Orderability\n\nFor elective professional client, the signal is ACM-200 and the outcome is determinable. For eligible counterparty, the signal is ACM-200 and the outcome is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, with the chapter as of 2026-11-04.\n\n## Coverage\n\nThe issuer's investor-relations page names 11 research houses: Barclays, Berenberg, Citi, Deutsche Numis, Goldman Sachs, Jefferies, Panmure Liberum, Peel Hunt, RBC Capital Markets, Shore Capital Markets and Singer Capital Markets.\n\n## Open research\n\nNo openly published research notes were found.\n\n## Licensed\n\nLicensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.\n\n## As-of depth\n\nThe market's vintage is not sealed, and no issuer years are sealed. The live record began on 2026-09-11. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.\n\n## Sources\n\n11 source pages are named on this page; every value above carries its own source page and read date in the numbers.\n\n- https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (identity.exchange)\n- https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/AJB (identity.isin)\n- https://find-and-update.company-information.service.gov.uk/company/04503206 (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://www.londonstockexchange.com/stock/AJB/aj-bell-plc/company-page (identity.sector)\n- https://mcp.uk-cm-kg.ai/events/LSE/AJB (the disclosure lines)\n- https://marketsecurities.fca.org.uk/officiallist (the halt flag)\n- https://www.stockopedia.com/share-prices/aj-bell-LON:AJB/news/urn:newsml:reuters.com:20260521:nRSU1633Fa (the auditor)\n- https://mcp.uk-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://www.ajbell.co.uk/group/investor-relations/analyst-consensus (coverage)\n- https://mcp.uk-cm-kg.ai/record/LSE/AJB (the record)\n",
 "market": "UK",
 "node": "uk-cm-kg",
 "numbers": {
  "as_of_depth": {
   "issuer_years_sealed": [],
   "live_record_began": "2026-09-11",
   "node_history_from": null,
   "node_years_sealed": [],
   "note": "6 years are sealed in the UK store; their Replay split is not built, so the as-of door answers not_sealed and the record is the live record as of 2026-11-06",
   "record_version": 1,
   "sealed": false,
   "store_years_sealed_not_served": [
    "2021",
    "2022",
    "2023",
    "2024",
    "2025",
    "2026"
   ]
  },
  "auditor": {
   "auditor": {
    "read_by": "Tavily regex",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.stockopedia.com/share-prices/aj-bell-LON:AJB/news/urn:newsml:reuters.com:20260521:nRSU1633Fa",
    "state": "confirmed",
    "value": "PricewaterhouseCoopers LLP"
   },
   "auditor_firm_id": {
    "market": "UK",
    "state": "not_on_record"
   },
   "auditor_location": {
    "market": "UK",
    "state": "not_on_record"
   },
   "changes": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "cmr": "uk-cm-kg/LSE/AJB",
  "coverage": {
   "count": 11,
   "houses": [
    {
     "analyst": "Michael Sanderson",
     "house": "Barclays",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "James Allen",
     "house": "Berenberg",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Andrew Lowe",
     "house": "Citi",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "David McCann",
     "house": "Deutsche Numis",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Oliver Carruthers",
     "house": "Goldman Sachs",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Tom Mills",
     "house": "Jefferies",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Abid Hussain",
     "house": "Panmure Liberum",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Ross Luckman",
     "house": "Peel Hunt",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Ben Bathurst",
     "house": "RBC Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Ben Williams",
     "house": "Shore Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    },
    {
     "analyst": "Andrew Watson",
     "house": "Singer Capital Markets",
     "read_by": "issuer IR page, fetched by this rail; each house name read on the page",
     "read_date": "2026-11-12",
     "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "state": "sourced"
    }
   ],
   "pages_checked": [
    {
     "page": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus",
     "result": "read: 11 of 12 named houses found on the page"
    }
   ],
   "read_by": "Perplexity sonar (search) · page read by this rail",
   "read_date": "2026-11-12",
   "since": "not stated on the page read",
   "state": "found"
  },
  "disclosure": {
   "against": {
    "exchange": {
     "issuers": 892,
     "median_cadence_gap_days": 4,
     "median_filings": 29,
     "median_latency_days": 3,
     "name": "LSE Main Market"
    },
    "sector": {
     "issuers": 75,
     "median_cadence_gap_days": 6,
     "median_filings": 34,
     "median_latency_days": 4,
     "name": "Investment Banking and Brokerage Services  [302020]"
    }
   },
   "by_type": {
    "agm_record_date": 2,
    "ch_accounts_filed": 1,
    "ch_capital": 99,
    "ch_confirmation_statement": 1,
    "ch_officer_change": 2,
    "ch_psc": 2,
    "ch_resolution": 1,
    "corporate_action": 95,
    "director_dealing": 24,
    "early_warning": 4,
    "financial_statement": 6,
    "regulatory_announcement": 4
   },
   "cadence_median_gap_days": 2,
   "filing_days": 130,
   "filings": 241,
   "latency_days": 1,
   "latest": [
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.investegate.co.uk/announcement/rns/aj-bell--ajb/director-declaration/9860491",
     "title": "Director Declaration",
     "type": "regulatory_announcement"
    },
    {
     "category": null,
     "date": "2026-11-04",
     "source": "https://www.investegate.co.uk/announcement/rns/aj-bell--ajb/transaction-in-own-shares/9858230",
     "title": "Transaction in Own Shares",
     "type": "corporate_action"
    },
    {
     "category": null,
     "date": "2026-11-02",
     "source": "https://www.investegate.co.uk/announcement/rns/aj-bell--ajb/total-voting-rights/9854256",
     "title": "Total Voting Rights",
     "type": "corporate_action"
    },
    {
     "category": null,
     "date": "2026-10-28",
     "source": "https://www.investegate.co.uk/announcement/rns/aj-bell--ajb/director-pdmr-shareholding/9845765",
     "title": "Director/PDMR Shareholding",
     "type": "director_dealing"
    },
    {
     "category": null,
     "date": "2026-10-27",
     "source": "https://www.investegate.co.uk/announcement/rns/aj-bell--ajb/transaction-in-own-shares/9842301",
     "title": "Transaction in Own Shares",
     "type": "corporate_action"
    }
   ],
   "latest_filing_date": "2026-11-05",
   "read": "the node's event lines (list_events_since), as get_filings serves them",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/AJB",
   "window": {
    "from": "2025-11-06",
    "to": "2026-11-06"
   }
  },
  "identity": {
   "exchange": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "LSE Main Market"
   },
   "isin": {
    "read_by": "LSE instrument reference record (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/AJB",
    "state": "confirmed",
    "value": "GB00BFZNLB60"
   },
   "jurisdiction": {
    "read_by": "Companies House REST API (company profile) (jurisdiction field)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://find-and-update.company-information.service.gov.uk/company/04503206",
    "state": "confirmed",
    "value": "England and Wales (Companies House jurisdiction field)"
   },
   "lei": {
    "read_by": "GLEIF ISIN-to-LEI mapping file (daily), LEI by exact ISIN",
    "read_date": "2026-11-09",
    "read_date_basis": "the field",
    "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download (ISIN GB00BFZNLB60)",
    "state": "sourced",
    "value": "213800VNKA7DPWXWJJ36"
   },
   "name": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "AJ BELL PLC"
   },
   "sector": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/AJB/aj-bell-plc/company-page",
    "state": "sourced",
    "value": "Investment Banking and Brokerage Services  [302020]"
   },
   "security_type": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "Corporate"
   },
   "segment": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "STMM"
   },
   "ticker": {
    "read_by": "LSE price explorer (exchange list)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer (price-explorer feed api.londonstockexchange.com/api/v1/components/refresh, markets=MAINMARKET, categories=EQUITY, showonlylse=true)",
    "state": "sourced",
    "value": "AJB"
   },
   "website": {
    "read_by": "LSE issuer profile (exchange site)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://www.londonstockexchange.com/stock/AJB/aj-bell-plc/company-page",
    "state": "sourced",
    "value": "http://www.ajbell.co.uk"
   }
  },
  "licensed": {
   "columns": [
    "licensor",
    "entitlement",
    "title",
    "date",
    "source"
   ],
   "rows": [],
   "rule": "A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded."
  },
  "lifecycle": {
   "delisting": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "domicile_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "listing": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "name_change": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   },
   "segment_move": {
    "market": "UK",
    "reason": "no lifecycle type map for this register yet (SHELF-01: us and ca first)",
    "state": "not_on_record"
   }
  },
  "market": "UK",
  "node": "uk-cm-kg",
  "numbers_hash": "sha256:12c2acf0bb9bb1bfaec22e0e8aa600c7204e44bea8c4f3acf566174dd4d17d8e",
  "open_research": {
   "read_date": "2026-11-12",
   "rows": [],
   "state": "none_found"
  },
  "orderability": {
   "chapter_as_of": "2026-11-04",
   "client_categories": [
    "elective professional client",
    "eligible counterparty"
   ],
   "outcomes": {
    "elective professional client": {
     "determinable": true,
     "signal": "ACM-200"
    },
    "eligible counterparty": {
     "determinable": true,
     "signal": "ACM-200"
    }
   },
   "read": {
    "basis": "one live read per instrument class, halt state and client category on this market; this issuer's group",
    "chapter": "https://mcp.uk-cm-kg.ai/book/aio.json",
    "door": "https://mcp.uk-cm-kg.ai/mcp",
    "tool": "get_orderability"
   },
   "rule_version": "acm-68000/uk/product-governance-fca-prod-sourcebook/r1",
   "section": "uk.aio.v16"
  },
  "record": {
   "as_of": "2026-11-06",
   "url": "https://mcp.uk-cm-kg.ai/record/LSE/AJB",
   "version": 1
  },
  "schema": "research-numbers v0.1 (USR-01, 2026-11-11)",
  "status": {
   "read_date": "2026-11-09",
   "source": "https://marketsecurities.fca.org.uk/officiallist",
   "value": "listed, not halted"
  }
 },
 "numbers_hash": "sha256:12c2acf0bb9bb1bfaec22e0e8aa600c7204e44bea8c4f3acf566174dd4d17d8e",
 "path": "/uk/LSE/AJB",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is AJ BELL PLC, listed on the LSE Main Market under ticker AJB, with ISIN GB00BFZNLB60 and LEI 213800VNKA7DPWXWJJ36. Its security type is Corporate and its segment is STMM. Its sector is Investment Banking and Brokerage Services [302020] and its jurisdiction is England and Wales (Companies House jurisdiction field). Its listing status is listed, not halted.",
   "title": "Identity and listing"
  },
  {
   "id": "disclosure",
   "text": "The record holds 241 filings on 130 filing days in the window 2025-11-06 to 2026-11-06. The median gap between filing days is 2 days. The latest filing is a regulatory announcement dated 2026-11-05, 1 day before the record date of 2026-11-06. The LSE Main Market has 892 issuers with a median cadence gap of 4 days, a median of 29.0 filings, and a median latency of 3 days. The sector has 75 issuers with a median cadence gap of 6 days, a median of 34 filings, and a median latency of 4 days.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is PricewaterhouseCoopers LLP. The auditor's location is not on the record. Auditor changes are not on the record.",
   "title": "Auditor"
  },
  {
   "id": "events",
   "text": "Listing, delisting, name change, domicile change and segment move are not on the record, as this register has no lifecycle type map yet. The halt flag is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For elective professional client, the signal is ACM-200 and the outcome is determinable. For eligible counterparty, the signal is ACM-200 and the outcome is determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, with the chapter as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The issuer's investor-relations page names 11 research houses: Barclays, Berenberg, Citi, Deutsche Numis, Goldman Sachs, Jefferies, Panmure Liberum, Peel Hunt, RBC Capital Markets, Shore Capital Markets and Singer Capital Markets.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "No openly published research notes were found.",
   "title": "Open research"
  },
  {
   "id": "licensed",
   "text": "Licensed research: none loaded. A licensed row is served only to an agent whose firm holds that licence (licensor, entitlement). No licensed row is loaded.",
   "title": "Licensed"
  },
  {
   "id": "depth",
   "text": "The market's vintage is not sealed, and no issuer years are sealed. The live record began on 2026-09-11. Years 2021 through 2026 are sealed in the store but not served as of a date, and the as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "11 source pages are named on this page; every value above carries its own source page and read date in the numbers.",
   "title": "Sources"
  }
 ],
 "sources": [
  {
   "for": "identity.exchange",
   "source": "https://www.londonstockexchange.com/live-markets/market-data-dashboard/price-explorer"
  },
  {
   "for": "identity.isin",
   "source": "https://api.londonstockexchange.com/api/gw/lse/instruments/alldata/AJB"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://find-and-update.company-information.service.gov.uk/company/04503206"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "identity.sector",
   "source": "https://www.londonstockexchange.com/stock/AJB/aj-bell-plc/company-page"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/AJB"
  },
  {
   "for": "the halt flag",
   "source": "https://marketsecurities.fca.org.uk/officiallist"
  },
  {
   "for": "the auditor",
   "source": "https://www.stockopedia.com/share-prices/aj-bell-LON:AJB/news/urn:newsml:reuters.com:20260521:nRSU1633Fa"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.uk-cm-kg.ai/book/aio.json"
  },
  {
   "for": "coverage",
   "source": "https://www.ajbell.co.uk/group/investor-relations/analyst-consensus"
  },
  {
   "for": "the record",
   "source": "https://mcp.uk-cm-kg.ai/record/LSE/AJB"
  }
 ],
 "title": "AJ BELL PLC (AJB) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}