Curtis Banks Group plc encourages communication with our shareholders. The main opportunity is at the AGM. Shareholders are cordially invited to contact us at other times by phone or e-mail. Within the obvious legal constraints, we will do our best to answer your questions.
For all other investor relations, please contact:
Instinctif Partners
65 Gresham Street
London
EC2V 7NQ
Ross Gillam – 020 7457 2035
Lewis Hill – 020 7427 1418
Email: curtisbanks@instinctif.com
Download our Shareholder Privacy Information Notice here.
Our Tax Strategy can be found here.
We are delighted to announce that we have now formally completed the acquisition of the SIPP and SSAS operator Talbot and Muir following approval from the Financial Conduct Authority (FCA).
Read our press release for more details.
Curtis Banks has reached agreement to acquire the SIPP and SSAS operator Talbot and Muir, and financial technology provider Dunstan Thomas, subject to completion. Read our press release for more details of the latest chapter in our growth story.
December 2020: Curtis Banks Group CEO Will Self recently spoke with Proactive London to discuss how the new changes to the business model will fit into the wider transformation of the Group.
November 2020: Curtis Banks commits £5m into pensions technology
September 2020: 2020 Interim Financial Results
July 2020: Acquisitions of Talbot and Muir, and Dunstan Thomas
March 2020: 2019 Full Year Financial Results
Curtis Banks Group plc (CBP) is admitted to trading on the AIM market of the London Stock Exchange.
The Directors understand that shares in Curtis Banks Group plc are ‘relevant business property’ for UK Inheritance Tax Business Property Relief purposes. The effect of this on shareholders will depend on their own personal circumstances and shareholders should seek their own tax advice.
Major Shareholders
Number of shares in issue: 66,414,312
Percentage of securities not in public hands: 35%
There is no restriction on the transfer of shares
Shareholder details:
The following interests in three per cent or more of the issued ordinary share capital, excluding treasury shares, have been notified to the Company as at 31 December 2020.
| Name | Percentage |
|---|---|
| Christopher Banks | 22.18% |
| Rupert Curtis | 8.04% |
| Chelverton Asset Management | 7.80% |
| BlackRock Inc | 7.52% |
| Liontrust Asset Management | 7.50% |
| Canaccord Genuity Wealth Management | 7.25% |
| Octopus Investments | 6.21% |
| Unicorn Asset Management | 5.58% |
| Paul Tarran | 5.05% |
| Tellworth Investments | 3.60% |
Curtis Banks Group plc is made up of the following trading companies:
Authorised and regulated by the Financial Conduct Authority (FCA):
Curtis Banks Limited – Reference No: 492502
Suffolk Life Pensions Limited – Reference No: 116298
Authorised by the Prudential Regulatory Authority (PRA) and regulated by the PRA and FCA:
Suffolk Life Annuities Limited – Reference No: 110468
Authorised and regulated by the Solicitors Regulation Authority:
Rivergate Legal Limited – Reference No: 643754
Authorised and regulated by the Royal Institution of Chartered Surveyors:
Templemead Property Solutions Limited – Reference No: 810829
Country of Incorporation and Main Country of Operation:
Country of Incorporation: England and Wales
Company Registration Number: 07934492
Main Country of Operation: Great Britain
UK Takeover Code:
The UK City Code on Takeovers and Mergers applies to the Company
Important Financial Year dates, including the AGM, results and dividends.
| Event | Date |
|---|---|
| Full year results | 18 March 2021 |
Auditors
2 Glass Wharf
Bristol
BS2 0FR
Lawyers
Merchants House North
Wapping Road
Bristol
BS1 4RW
www.roxburghmilkins.com
Nominated Adviser & Broker
Moor House
120 London Wall
London
EC2Y 5ET
www.peelhunt.com
Joint Broker
1 Bartholomew Lane
London
ECN 2AX
Registrar
The Pavillions
Bridgwater Road
Bristol
BS99 6ZZ
www.computershare.com
