{
 "as_of": "2026-11-06",
 "cmr": "uk-cm-kg/LSE/LIO",
 "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# LIONTRUST ASSET MANAGEMENT PLC (LSE Main Market: LIO) — research page\n\nAs of 2026-11-06 · uk-cm-kg · record version 1\n\n## Identity and listing\n\nThe issuer is LIONTRUST ASSET MANAGEMENT PLC, listed on the LSE Main Market under ticker LIO, with ISIN GB0007388407 and LEI 549300XVXU6S7PLCL855. Its security type is Corporate, its segment is SSMM, and its sector is Investment Banking and Brokerage Services [302020]. Its jurisdiction on the record is England and Wales (Companies House jurisdiction field). Its listing status is listed, not halted.\n\n## The disclosure read\n\nThe record holds 308 filings in the window from 2025-11-06 to 2026-11-06, across 187 filing days. The median gap between filing days is 1.0 day. The latest filing is dated 2026-11-05 and is of type early_warning, 1 day before the record date of 2026-11-06. The LSE Main Market median cadence gap is 4 days across 892 issuers, with a median of 29.0 filings and a median latency of 3 days. The sector median cadence gap is 6 days across 75 issuers, with a median of 34 filings and a median latency of 4 days.\n\n## Auditor\n\nThe auditor of record is Deloitte LLP. Its location is not on the record. Auditor changes are not on the record, as this register has no lifecycle type map yet.\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 issuer is listed, not halted.\n\n## Orderability\n\nFor the elective professional client category, the outcome is signal ACM-200, determinable. For the eligible counterparty category, the outcome is signal ACM-200, determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.\n\n## Coverage\n\nThe field has not been read, so the research houses named on the issuer's investor-relations page are not on the record.\n\n## Open research\n\nThe field has not been read, so openly published research notes are not on the record.\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 issuer's years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date. The market's vintage is not sealed, and no market earliest sealed date is on the record. The live record began 2026-09-11. The as-of door answers not_sealed.\n\n## Sources\n\n10 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/LIO (identity.isin)\n- https://find-and-update.company-information.service.gov.uk/company/02954692 (identity.jurisdiction)\n- https://mapping.gleif.org/api/v2/isin-lei/latest/download (identity.lei)\n- https://www.londonstockexchange.com/stock/LIO/liontrust-asset-management-plc/company-page (identity.sector)\n- https://mcp.uk-cm-kg.ai/events/LSE/LIO (the disclosure lines)\n- https://marketsecurities.fca.org.uk/officiallist (the halt flag)\n- https://find-and-update.company-information.service.gov.uk/company/02954692/filing-history/MzUzOTA1ODMwM2FkaXF6a2N4/document?format=pdf&download=0 (the auditor)\n- https://mcp.uk-cm-kg.ai/book/aio.json (the orderability chapter)\n- https://mcp.uk-cm-kg.ai/record/LSE/LIO (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": "read by ChatGPT (batch)",
    "read_date": "2026-11-06",
    "read_date_basis": "the record version as_of",
    "source": "https://find-and-update.company-information.service.gov.uk/company/02954692/filing-history/MzUzOTA1ODMwM2FkaXF6a2N4/document?format=pdf&download=0",
    "state": "filled",
    "value": "Deloitte 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/LIO",
  "coverage": {
   "note": "the coverage field has not been read for this issuer",
   "state": "not_read"
  },
  "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": 1,
    "ch_accounts_filed": 1,
    "ch_auditor": 1,
    "ch_capital": 32,
    "ch_confirmation_statement": 1,
    "ch_officer_change": 1,
    "corporate_action": 85,
    "director_dealing": 11,
    "early_warning": 163,
    "financial_statement": 5,
    "newswire_release": 2,
    "regulatory_announcement": 5
   },
   "cadence_median_gap_days": 1,
   "filing_days": 187,
   "filings": 308,
   "latency_days": 1,
   "latest": [
    {
     "category": null,
     "date": "2026-11-05",
     "source": "https://www.investegate.co.uk/announcement/rns/liontrust-asset-management--lio/form-8-3-gamma-communications-plc/9860390",
     "title": "Form 8.3 - Gamma Communications Plc",
     "type": "early_warning"
    },
    {
     "category": null,
     "date": "2026-11-04",
     "source": "https://www.investegate.co.uk/announcement/rns/liontrust-asset-management--lio/form-8-3-gamma-communications-plc/9858075",
     "title": "Form 8.3 - Gamma Communications Plc",
     "type": "early_warning"
    },
    {
     "category": null,
     "date": "2026-11-03",
     "source": "https://www.investegate.co.uk/announcement/rns/liontrust-asset-management--lio/form-8-3-gamma-communications-plc/9855823",
     "title": "Form 8.3 - Gamma Communications Plc",
     "type": "early_warning"
    },
    {
     "category": null,
     "date": "2026-10-30",
     "source": "https://www.investegate.co.uk/announcement/rns/liontrust-asset-management--lio/form-8-3-gamma-communications-plc/9851318",
     "title": "Form 8.3 - Gamma Communications Plc",
     "type": "early_warning"
    },
    {
     "category": null,
     "date": "2026-10-28",
     "source": "https://www.investegate.co.uk/announcement/rns/liontrust-asset-management--lio/form-8-3-gamma-communications-plc/9846312",
     "title": "Form 8.3 - Gamma Communications Plc",
     "type": "early_warning"
    }
   ],
   "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/LIO",
   "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/LIO",
    "state": "confirmed",
    "value": "GB0007388407"
   },
   "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/02954692",
    "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 GB0007388407)",
    "state": "sourced",
    "value": "549300XVXU6S7PLCL855"
   },
   "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": "LIONTRUST ASSET MANAGEMENT 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/LIO/liontrust-asset-management-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": "SSMM"
   },
   "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": "LIO"
   },
   "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/LIO/liontrust-asset-management-plc/company-page",
    "state": "sourced",
    "value": "www.liontrust.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": "sha256:0686583e05da888875eb925c3540308c4796ba1c9878f686783a5fb2709dba4b",
  "open_research": {
   "rows": [],
   "state": "not_read"
  },
  "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/LIO",
   "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": "sha256:0686583e05da888875eb925c3540308c4796ba1c9878f686783a5fb2709dba4b",
 "path": "/uk/LSE/LIO",
 "schema": "research-page v0.1 (USR-02, 2026-11-11)",
 "sections": [
  {
   "id": "identity",
   "text": "The issuer is LIONTRUST ASSET MANAGEMENT PLC, listed on the LSE Main Market under ticker LIO, with ISIN GB0007388407 and LEI 549300XVXU6S7PLCL855. Its security type is Corporate, its segment is SSMM, and its sector is Investment Banking and Brokerage Services [302020]. Its jurisdiction on the record 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 308 filings in the window from 2025-11-06 to 2026-11-06, across 187 filing days. The median gap between filing days is 1.0 day. The latest filing is dated 2026-11-05 and is of type early_warning, 1 day before the record date of 2026-11-06. The LSE Main Market median cadence gap is 4 days across 892 issuers, with a median of 29.0 filings and a median latency of 3 days. The sector median cadence gap is 6 days across 75 issuers, with a median of 34 filings and a median latency of 4 days.",
   "title": "The disclosure read"
  },
  {
   "id": "auditor",
   "text": "The auditor of record is Deloitte LLP. Its location is not on the record. Auditor changes are not on the record, as this register has no lifecycle type map yet.",
   "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 issuer is listed, not halted.",
   "title": "Events and halts"
  },
  {
   "id": "orderability",
   "text": "For the elective professional client category, the outcome is signal ACM-200, determinable. For the eligible counterparty category, the outcome is signal ACM-200, determinable. The rule version is acm-68000/uk/product-governance-fca-prod-sourcebook/r1, and the chapter is as of 2026-11-04.",
   "title": "Orderability"
  },
  {
   "id": "coverage",
   "text": "The field has not been read, so the research houses named on the issuer's investor-relations page are not on the record.",
   "title": "Coverage"
  },
  {
   "id": "open_research",
   "text": "The field has not been read, so openly published research notes are not on the record.",
   "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 issuer's years 2021, 2022, 2023, 2024, 2025 and 2026 are sealed in the store but not served as of a date. The market's vintage is not sealed, and no market earliest sealed date is on the record. The live record began 2026-09-11. The as-of door answers not_sealed.",
   "title": "As-of depth"
  },
  {
   "id": "sources",
   "text": "10 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/LIO"
  },
  {
   "for": "identity.jurisdiction",
   "source": "https://find-and-update.company-information.service.gov.uk/company/02954692"
  },
  {
   "for": "identity.lei",
   "source": "https://mapping.gleif.org/api/v2/isin-lei/latest/download"
  },
  {
   "for": "identity.sector",
   "source": "https://www.londonstockexchange.com/stock/LIO/liontrust-asset-management-plc/company-page"
  },
  {
   "for": "the disclosure lines",
   "source": "https://mcp.uk-cm-kg.ai/events/LSE/LIO"
  },
  {
   "for": "the halt flag",
   "source": "https://marketsecurities.fca.org.uk/officiallist"
  },
  {
   "for": "the auditor",
   "source": "https://find-and-update.company-information.service.gov.uk/company/02954692/filing-history/MzUzOTA1ODMwM2FkaXF6a2N4/document?format=pdf&download=0"
  },
  {
   "for": "the orderability chapter",
   "source": "https://mcp.uk-cm-kg.ai/book/aio.json"
  },
  {
   "for": "the record",
   "source": "https://mcp.uk-cm-kg.ai/record/LSE/LIO"
  }
 ],
 "title": "LIONTRUST ASSET MANAGEMENT PLC (LIO) — research page",
 "writer": {
  "by": "Claude through the platform account, Haiku class; one pass; checked against the numbers",
  "engine": "claude-haiku-5-5"
 }
}